This article shows how to add tips when checking out a client.
In this Article
Adding a Tip on Phorest (Desktop)
When processing a sale on the Purchase screen, click Add a tip on the Payment methods screen to add a tip to the sale.
You will not see the Add a tip button if you are using PhorestTips.
Percentage or Amount
You can select a Percentage of the total amount or enter a specific tip Amount > Then, click Confirm Tip.
The percentage tip applies to the staff member who provided the service. If multiple staff members performed services during the same appointment, each will receive a tip based on the price of the service they performed.
Specific amounts are prorated among staff members based on the price of the services they performed. For example, let's say Jane performs Service A, priced at $25 and Rebecca performs Service B, priced at $75. If the client tips $20, Jane would receive 25% of the tip (based on her portion of the total sale), which is $5. Rebecca would receive 75%, which is $15.
Customized
When you click Customized, you can:
- Edit the selected staff member and adjust their tip amount.
- Add Staff: Click the button to include additional staff members not listed in the appointment details and enter tip amounts for each of them.
Click Confirm Tip. This adds the tip to the total amount of the sale.
Adding a Tip on PhorestGo (Mobile)
When processing a sale, select the Add tip button at the top of the payment options.
Taking a Tip on Your PhorestPay Card Terminal
Learn how to take a tip with your PhorestPay Card Terminal.
Taking a Tip Using a Stored Card
Learn how to take a tip using a client's stored card.
Financial Totals & Cash Up/End of Day
Financial Totals
Tips will appear on your Finance dashboard under Manager > Reports.
When paying your staff their tips, you can use the Staff Tips report to see how much each staff member has earned in tips for any given date range.
Cash Up/End of Day
Tips will also be displayed in your end-of-day Cash Up Report after you complete a Cash Up.
Deducting Tips from Cash to Bank
It is not possible to enable this setting if you are using PhorestTips, because tips are automatically routed to staff bank accounts and therefore cannot be deducted from your cash to bank.
If you prefer your tips to be automatically deducted from your Cash to Bank total, you can set this by going to Manager > Settings > Point of Sale tab > Set Deduct Tips Total to Yes, then click Save.
Once enabled, your total tip amount for each day will automatically be deducted from your Cash to Bank amount that you enter when completing a cash up.
In the example below, 100 is entered as the cash to bank amount during the cash up. After completing the cash up, the cash up report shows a total tip amount of 8.30, which is automatically subtracted from the 100 cash to bank, resulting in 91.70 as the final cash to bank amount.