Overview
When a customer pays online, Probase can offer them the chance to add a tip on top of the invoice. You decide how that ask looks: three suggested percentages of your choosing, a plain “type any amount” box, or nothing at all. Tipping is a business-wide setting — one choice that applies to every customer and every invoice.Tipping is part of the online payment experience — customers only meet it through a payment link. Money a customer hands you in person can still be logged as a tip when you record the payment.
Where to find the setting
Click Payments in the sidebar under Business. Tipping lives in the Invoice Settings card at the bottom of the page, under the Tips dropdown.
Payments only appears in the sidebar for the Admin role and the business Owner. See Roles and permissions.
The three tipping options
Pick an option and click Save. An Invoice settings updated. toast confirms the change.
Nothing is ever pre-filled as a tip on the review screen — a customer who doesn’t want to tip just leaves the section alone and carries on to payment.
Choosing your suggested percentages
With Suggested percentages selected, a Tip percentages row of three boxes appears underneath.1
Type your three percentages
Enter three whole numbers between 1 and 100 — one per box. They have to be three different numbers.
2
Save
Click Save. The Invoice settings updated. toast appears and your percentages are stored, always ordered lowest to highest.
3
Customers see your numbers straight away
The next customer to open a payment link sees exactly the percentages you set, with the dollar amount each one works out to printed underneath.
Until you save a set of your own, customers see Probase’s built-in suggestions (in the 15–25% range). Saving once locks every customer-facing screen to your exact three.
Switching to Custom amount only or Don’t ask for tips doesn’t erase your percentages. Switch back to Suggested percentages later and your saved numbers are still there.
Where customers meet the tip question
Which screen asks depends on whether you require a star rating before payment:- Rating required (the default) — the tip is asked on the “How was your service?” screen, appearing right after the customer picks their stars.
- Rating turned off — the tip sits directly above the payment form on the invoice page, and the Pay button total updates as the customer changes it.
- The payment link page — a customer paying down their whole balance rather than a single invoice sees an Add a tip (optional) row with a No tip button alongside your percentages. (No tip is always available there, and 20% starts selected only when 20% happens to be one of your three.)
After the tip is paid
A tip becomes its own Tip entry in the customer’s billing history once the payment goes through, so it never gets confused with the service charge. Tip totals also roll up on your Money overview — each summary card shows how much of that total came from tips.
Related
- Service ratings — decides which screen asks for the tip
- Payment terms and due dates — due dates and past-due wording, in the same card
- Customer payment portal — the full customer-side walkthrough
- Recording payments — logging tips paid in cash or by check