Hello Terrific Tippy Family,
Happy Spring! As the warmer temperatures begin to settle in we wanted to touch upon the potentially sticky situation that is refunds. While not ideal - we do understand that mistakes can be made with tipping and we’ve got a built in solution for you and your teams.
If a client is requesting a refund, or perhaps a tip was left twice (or any other applicable refund situation) any user with Manager or Owner permissions is able to sign into our Tippy Dashboard with their credentials - select “Tipping” in the drop down menu on the left hand side of the page - and then “Tips”. From there you can pull up the tips from any given date by using our “Date Filter” on the left hand side.
**If you are an integrated customer please refer to your point of sale’s instructions for processing a refund. All refunds will need to be done via the point of sale to ensure reporting is accurate.
How does this affect my team?
Great question - depending on how your staff is set up is how refunds affect your team’s tip balance. All refunds will also be reflected on your Payroll Run Report.
For ACH Users:
Once the refund is processed - the refund amount will be debited from any pending transfers the staff member may have, as long as the amount is equal to or greater than the refund amount.
Example: Mary earned $200 in tips on Tuesday and has that balance in her Tippy account waiting to be deposited into their bank account the next business day. A $20 refund was processed from one of Mary’s clients. Mary would then receive a $180 deposit into their bank account next business day. If the total amount of pending tips in a user's account is less than a refund - a balance will be added to their account which will be fulfilled by future tip transactions.
For Branch Users:
Once a refund is processed - a balance of that amount will be placed on the user’s Tippy account, which will then be fulfilled by future tip transactions. This is due to the “instant” transfers of tips to user’s Branch accounts.
Example: Mary had a $20 refund processed from a previous day on her account. A -$20 balance will be applied to her Tippy account. Mary then earns a $10 tip and then a $15 tip - but notices only $5 is transferred to her Branch account. The $20 balance from the refund was fulfilled and instant transfers resumed.
Although refunds might not be fun for everyone - we try our best to make it as easy as possible so your team can go back to earning those “PIG BUCKS!”
We strive to provide excellent customer service so if you need help finding a transaction or have a particularly large refund to process - Please contact Technical Support for assistance.