Working with Tips
Jane has two primary ways to accept or record tips: through Jane Payments 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 the Jane Payments Terminal
- Tips Received Outside of Jane
- Tips & Reports
- Reallocating a Tip
- FAQ
Tips on the Jane Payments Terminal
- Head to your Settings > Jane Payments area
- Click on Manage All Terminals
- Click the pencil icon beside your terminal ✏️
This is where you’ll be able to manage your terminal, including the name of it and which Location it lives at, and Enable Tips!
*Once you’ve updated your tip percentages, it will take 2-3 minutes before those changes show up on your terminal.
NOTE: Tips on the terminal are a clinic-wide setting. There isn’t a way to enable tips for specific disciplines or practitioners. Tip percentages can only be customized for the terminal at the moment and cannot be customized for tips collected online or outside of Jane.
If you want to remove the tip prompt for specific visits, you have the option to turn it off for that transaction during checking out. On the Receive Payment screen, you can uncheck the box that says ‘Allow tipping on this terminal payment?’
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 Jane Payments 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.
Reallocating a Tip
If you or another staff member received a tip that needs to be reassigned or switched to someone else, here’s how to fix it! To start, head over to the patient’s profile, click on the Billing tab within their profile and then on Payments.
To the right of the payment line, click on the word View.
Next, you’ll want to unapply just the Tip portion of the payment.
This will create a credit on the patient’s profile that can be applied to another invoice (in this case as a tip). You’ll just want to navigate away from this page by clicking on the X in the top right corner.
Now, click on the blue New Payment button:
In the next window, click on the blue Add Tip option, select the correct staff member’s name and enter the total tip amount.
After clicking on the Next button, you’ll see the option to select the Account Credit as the payment method.
If you’re not seeing that option, you’ll just want to deselect any pre-populated payment methods and click on the blue Add Payment Method text.
Here’s where you can select the Account Credit.
And that’s all there is to it!
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FAQ
Can I change the percentage amounts for the tip buttons if I’m not using the terminal?
No - We’re not able to change the tip percentage amounts displayed on the initial payment screen. Currently, this can only be done for a Jane Payments Terminal. You can enter custom amounts in the amount field on the right.
Are Jane Payments transaction fees charged on tips when collected via Jane Payments?
*Yes - Jane Payments transaction fees are calculated on the full transaction amount processed by Jane Payments, including tips.
And as always, if you have any questions about working with Tips in your account, you can always contact our support team.