How to Add a Tip After a Payment Has Been Completed

Easily add and process a tip for a patient after their original payment has already been completed.

When to Use This

• Use this when a patient would like to add a tip after their original payment has already been completed.

What You Need

• A Tip Product & Service item set up in your system (see below for set up) 

Permissions

• Access to add and edit Products & Services (only if a code has not already been set up) 

• Access to Quick Invoices 

   

Creating a Quick Invoice for a Tip 

1. Click the + icon 

2. Under SALES, select Quick Invoice  

    

3. In the Quick Invoice window:
   • Patient: Enter the patient's name
   • Clinic: Select the clinic 
   • Practitioner: Select the practitioner
   • Item #: Type the name or code for your tip product
   • Amount: Enter how much the tip is for  
4. Select Checkout

5. Select the payment method from the Paid By drop down menu
6. Click $ Apply Payment 

Result

The tip is processed as a separate transaction and recorded under the selected practitioner, without affecting the original invoice.

Avoid Common Issues

• Make sure the Tip item has a retail value of 0 to avoid preset charges

• Double-check that the correct practitioner is selected so the tip is allocated properly

   

Troubleshooting

Tip item not appearing

• Confirm it has been created in Products & Services

Creating a Tip Product & Service Item

1. Go to Settings 
2. Under Products & Services, click Products & Services 
3. Select + New Item

4. Enter the details. Here's how to set it up: 
   • Department: Choose the appropriate Department  
   • Category: Choose the appropriate Category 
   • Name: Enter Tip 
   • Item #: Let Juvonno auto-generate this or enter your own using a letters and/or numbers 
   • Retail: Enter 0