Tips, Settling, and Daily Reports

Tips are real money. Settling at the end of the day catches small errors before they grow. Reports show you what to do more of.

How customers tip online

At checkout the customer sees suggested tip buttons (15%, 18%, 20%, custom). Default is 18% on pickup and 15% on delivery — you can change defaults in Settings → Payments → Tipping.

Customers can also tip $0. Do not punish them for it; some cultures tip differently.

Where tips show up

On the dashboard each order shows:

• Subtotal
• Tax
• Tip
• Service Fee (if you have one set)
• Total

Tips deposit with the rest of the order, into the bank account you connected.

Tip pooling

If you split tips among staff:

1. Open Settings → Payments → Tip Pooling.
2. Pick Single Pool (everyone shares) or Role-based (kitchen 60% / front-of-house 40%, configurable).
3. Save.

We do not move money to staff directly. The report tells you what each person earned in tips during the shift. You then pay it through your usual payroll or cash drawer.

Settling at end of day

End-of-day settlement is a 5-minute habit that catches problems early.

1. Open Reports → End of Day.
2. You see:
3. Total orders
4. Total revenue
5. Tips
6. Refunds
7. Net deposit expected
8. Click Close Day.

Settlement does not affect the deposit — your payments processor handles that on its own schedule. Settlement closes the books in OrderFriendly so the next day's reports start cleanly.

Daily reports

Open Reports → Today. The most useful sections:

• Orders by hour — when your rush is. Plan staffing.
• Top items — what is selling. Promote more, raise prices if you can.
• Bottom items — what is not. Photo, description, or price may need work.
• Average ticket — total revenue divided by orders. Rising is great. Falling tells you to push add-ons.
• Refund rate — refunds divided by orders. Above 2% is a smell.

Weekly and monthly reports

Open Reports → Week or Reports → Month. Same sections, longer view. Compare week-over-week.

Look for:

• Repeat customer rate. Above 30% is strong.
• Average tip percent. Drop in tipping usually means slow service or unfriendly bag-handoffs.
• Service type mix. If delivery is growing and pickup is shrinking, you may want to push pickup with a code.

Exporting

Need numbers in your bookkeeper's hands? Open any report, click Export → CSV or Export → PDF.

If you use QuickBooks, Xero, or another accounting tool, open Settings → Accounting to connect. Daily totals push automatically after settlement.

Tip on a settled order

A customer tipped in person at pickup. They want the tip on file for your tax records.

1. Open the order.
2. Click Adjust Tip.
3. Enter the cash tip amount.
4. Save.

The tip shows in reports. It does not charge the customer's card — it is a record of cash already received.

Tips and taxes (one paragraph)

Tips are usually taxable income for the person who earned them. We report tip totals back to you. How you report them to payroll and tax authorities depends on your jurisdiction. Ask your accountant.

Common mistakes

• Skipping end-of-day for weeks. Reports get noisy when day boundaries are blurry. Habit-form it.
• Setting default tip too high. 25% defaults annoy customers. Stick to mid-range defaults.
• Forgetting cash tips in reports. They affect tip pooling math. Adjust on each order.