Working with Tips
Jane has two primary ways to accept or record tips: through Square Terminal, or through a payment system outside of Jane, as well as Jane’s in-app / card on file processing. No matter how you’re accepting tips through Jane, they’ll be reported on in the same way.
Tips on Square Terminal
To turn on the tip feature for your Square Terminal, a full access user will want to hop over to Settings > Jane Payments area, and click the Edit button beside a Square Account. You’ll want to ensure the “Allow Tips” box is checked.
When this box is checked, your patients will be prompted on Square Terminal to leave a tip of 15%, 20%, 25%, a custom amount, or no tip.
If the invoices or products belong to one practitioner, Jane will automatically record the tip under their name. If the invoices or products belong to multiple practitioners, Jane will prompt you select which practitioner the tip should go to, or which practitioners it should be split between.
Tips received outside of Jane
To turn on the tip feature for your Jane account, a full access user will want to hop over to Settings > Billing Settings area, and ensure the “Tips enabled” box is checked.
This will introduce a few new areas in Jane. Most notably, the option to “Add Tip” will be present during the Receive Payment checkout process. An admin staff will be able to indicate any additional tip amount the patient may wish to add to their final total.
Once collected, part of the final payment will be allocated towards the tip and shown under the Applied To section.
To read more about some of the other Billing Settings, check out our related guide, Setting Up Your Billing Settings.
Tips & Reports
If your clinic has begun collecting tips via the Square Terminal, or by enabling the outside of Jane Tips feature, a new Tips Report will also become available to you. This report will provide a central area to review tips collected by each staff member over a period of time.
The main report will show the total tip numbers for the period. However, by clicking on the magnifying glass icon, you will be able to review the individual tips for each staff, along with the patient/payer and amount.
A similar Tip summary is also available as a part of the Billing Summary Report.
Tips will also display as a line item on the Compensation Report for the respective practitioner.
If you view the Compensation Report in detail, Tips will also be included in the item-by-item breakdown.
Finally, Tips will also appear on the Transaction Report under the Applied To column. This is column is handy if you are interested to review which invoices or tips a payment has been put towards.
And as always, if you have any questions about working with Tips in your account, you can always contact our support team.