Summary

This article shows admins how to let pet parents add a tip when they pay an estimate prepayment or an open invoice in the Pet Parent Portal. Portal tipping uses the same tip percentages as terminal tipping, and you can turn it on or off on its own.

Before You Begin

You'll need:

• An integrated payment processor, either Gingr Payments or CardConnect.

Steps

1. Go to Left-hand Navigation: Admin » Credit Card Processing.

2. Review the Tip Amounts field. These percentages apply to both terminal tipping and the Customer Portal tip prompt. For CardConnect, you set up Gingr Payments Terminal tipping in the Gingr Payments Dashboard.

   

3. Find the Allow tips from customer portal setting and turn it on.

   

Once you turn it on, the tip prompt shows automatically in the portal payment flow for estimate prepayments and open invoice payments. You do not need to do anything else.

Reference: Existing tip allotment and splitting rules apply automatically to portal tips.

What Pet Parents See

When portal tipping is on, pet parents who pay an estimate or open invoice see a tip screen. It shows the preset percentages, a custom amount option, and a summary of the subtotal, tip, and total before they confirm. See Pay an Estimate from the Pet Parent Portal for the full pet parent experience.

Portal Tips in Reporting

Portal tips appear with other tips on the Tips Report. They also appear on the standard payment reports: Revenue by Date, End of Day, and Sales Receipt.