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How to troubleshoot if applying the selected Gratuity does not increase the event totals as expected

Wren Gray
Updated

As explored in How to add a Gratuity Selector to your documents and How to apply selected Gratuity to an event, the Gratuity Selector is a tool that you can place on one of your document layouts like the Contract, Invoice, or Proposal. That way when you share the layout with your guest, they can select the amount of Gratuity they would like to pay.

Occasionally you may discover that, when you go to apply the selected Gratuity, the financials of your event do not change as you anticipate. This can happen for one of two reasons, and the following article will provide troubleshooting tips for both scenarios. 

GRATUITY DOES NOT LIVE IN THE BILLING WIDGET AS A BILLING DETAIL
In the Billing Widget of the event in question, there must be a Billing Detail named Gratuity in order for the selected amount to work. If there is not, when you click Apply, you will encounter an error message and the overall cost will not change.

To fix this:

  1. Go to the Docs tab on the event.
  2. Open the Contract & Event Order.
  3. Scroll to the Billing Widget.
  4. If there is no line for Gratuity, click Add a Row > Billing Item.
  5. Type Gratuity and use the three dots to expand. Use the “Apply to Billing Detail” dropdown to select Gratuity.
  6. Now click Apply this Amount.

    AddGratTOBW.gif

 

NO PICKLIST ITEMS ARE SUBJECT TO GRATUITY
The other situation you may encounter relates to the picklist items on your event. Even if there is a line for Gratuity in your Billing Widget, if none of the picklist items on the event are subject to Gratuity, when you go to apply the selection, the Gratuity amount will read as $0.

To fix this:

  1. Go to the Docs tab on the event.
  2. Open the Contract & Event Order.
  3. Scroll to the Billing Widget.
  4. If after applying the selected amount Gratuity still reads as 0, click on the three dots to the right of Gratuity. Confirm that the dropdown Apply to Billing Detail says Gratuity.
  5. If so, scroll up to your picklists. Click on the three dots to the right of any item subject to Gratuity.
  6. If in “Applicable Taxes and Fees” Gratuity is not selected, select it.
  7. Repeat for all items subject to Gratuity.
  8. Scroll back to the widget to confirm the Gratuity amount looks as you expect.
  9. Click Update.

    NoItems2.gif