💰 rest-finance

Staff Tip Tracking

Staff Tip Tracking is where you log every tip a waiter receives — who it was for, which table/order, how much, whether it was cash/card/UPI, and which shift. It shows a running Log view and a "By Waiter" summary view, lets you export the filtered list as CSV for payroll, and includes a quick built-in pool calculator for splitting a day's tips.

📍 Menu path: Finance & Payments → Staff Tip Tracking

👤 Who uses it: All roles with the Billing feature enabled

Overview

Each tip entry records a waiter (staffId + staffName), an optional table number and order reference, an amount, a tip type (Cash, Card or UPI), a shift (Morning/Afternoon/Evening/Night) and a date.

The page defaults to showing the last 7 days (From/To date pickers) and can be filtered further by waiter and by shift.

The Log view groups entries by date with a running day total and entry count; the "By Waiter" summary view ranks waiters by total tips with a Cash/Card/UPI breakdown and a bar showing their share relative to the top earner.

The Pool Calculator (opened per-date from the Log view) is a client-side "what-if" tool only — it lets you preview an Equal / By-Hours-Worked / By-Role-Weight split of that day's total tips among checked-in staff, but clicking "Save Pool" only shows a confirmation toast; it does not create a record. Use the separate Tip Pool Distribution page to actually save and sign off a distribution.

CSV export downloads the currently filtered list (Date, Shift, Waiter, Table, Order Ref, Type, Amount, Notes) as a file named tips_.csv.

Before You Start

You must have the Billing feature enabled on your plan.
Add staff members under Staff so they appear in the Waiter dropdown when logging a tip.

Step-by-Step Guide

1 Log a tip

Open Finance & Payments → Staff Tip Tracking and click "Log Tip".
Select the Waiter (required) and enter the Tip Amount in ₹ (required, must be greater than 0).
Pick the Type (Cash, Card or UPI), optionally pick a Table and enter an Order Ref, then set the Shift and Date (defaults to today).
Add an optional note and click "Log Tip" to save.

2 Review tips and switch views

Use the From/To date pickers, Waiter filter and Shift filter to narrow the list.
Switch between "Log" (chronological, grouped by day) and "By Waiter" (ranked summary with Cash/Card/UPI breakdown) using the toggle in the top-right of the filter bar.
Click "Export CSV" to download the currently filtered tips for payroll.

3 Preview a same-day pool split

In the Log view, click "Pool Calculator" next to any date's entries.
Choose Split Equally, By Hours Worked, or By Role Weight, check which staff were present (and enter hours if using By Hours), and review each person's live-calculated share.
This is preview-only — closing the modal or clicking "Save Pool" does not persist anything; use Tip Pool Distribution to record an actual, sign-off-able distribution.

4 Edit or delete a tip

Click the pencil icon on any tip row to reopen it in the same form and adjust any field, then save.
Click the trash icon and confirm to permanently delete a tip entry.

Every Field & Button, Explained

Field / Button	What it does
`Waiter`	Required. Selected from your Staff list; stored as both staffId and staffName so historic entries still display correctly if the staff record is later renamed or removed.
`Tip Amount (₹)`	Required, must be greater than 0.
`Type`	Cash, Card or UPI — defaults to Cash.
`Table / Order Ref`	Both optional free-form references to help you cross-check a tip against a specific bill later.
`Shift`	Morning (7 AM–12 PM), Afternoon (12 PM–5 PM), Evening (5 PM–10 PM) or Night (10 PM–3 AM) — defaults to Evening.
`Date`	Defaults to today; can be backdated.
`Notes`	Optional free text shown in the Log view row.

Tips & Best Practices

Log tips as they happen rather than in a batch at closing — the Pool Calculator and Tip Report both rely on the Date and Shift fields being accurate.
Use the "By Waiter" view before payday to double check every waiter's Cash/Card/UPI split adds up to what you expect, since cash tips in particular are easy to under-report.
Remember the in-page Pool Calculator does not save — use Tip Pool Distribution if you need a recorded, sign-off-able split for payroll records.

Troubleshooting & FAQ

A waiter's name shows as "Staff #12" instead of their name.

The tip references a staffId that no longer resolves to a current staff record (e.g. the staff member was removed) — the amount and history are still correct, only the display name lookup failed.

I calculated a pool split but it is gone when I reopen the page.

The Pool Calculator on this page is a preview-only tool — "Save Pool" just shows a confirmation toast and does not write to the database. Use Tip Pool Distribution to record an actual distribution.

CSV export is missing recent tips.

Export only includes rows currently matching your From/To, Waiter and Shift filters — widen the date range or clear the other filters before exporting.