I'm requesting a feature that allows overpayments on jobs to be properly allocated, instead of being left unassigned. Currently, if a client pays more than the total job amount—whether due to a simple oversight or an intentional tip—we have no way to designate where that extra amount should go unless the payment was made by debit or credit card. Tips can be recorded and appear on invoices when paid by card, but there’s no way to record a tip when payment is made via cash, bank transfer, cheque, or any non-card method. This creates challenges when clients want to leave a tip by other means and makes accurate tracking and technician payouts difficult. It also creates confusion when reconciling overpayments not meant as tips—for example, when a client accidentally overpays via e-transfer and we need to either refund or credit the difference. Proposed Solution: When a payment is entered that exceeds the job total, the system should prompt the user to allocate the surplus amount. Suggested options: a) Tip for assigned tech(s) b) Credit on the client’s account c) Other (e.g., company revenue or internal allocation) If "Tip" is selected, the system should generate a line item on the invoice or payment record showing the amount as a tip, with the option to specify the technician(s) it applies to. Ideally, this would also be reportable/exportable to support payroll and internal accounting. This would help ensure transparency, proper tracking, and more accurate recordkeeping across all payment types. Sam.
