Create an Instore Order

Create an Instore Order

Process an order in the Zip Merchant Dashboard.

Processing a Zip transaction is easy! Simply follow the below steps:

  1. Log in to your Zip Merchant Dashboard
  2. Click ‘Create Order’
  3. Enter the customers Instore Code and wait for the blue tick.
  4. Enter the order price and interest-free period from the dropdown menu (if applicable).
  5. Add an optional reference and click ‘Create Order’.
  6. Your screen will load while the customer receives a pop-up on their Zip app. Once they confirm the order, you will get the receipt number.
  7. Confirm if the customer is receiving the goods now or later.
    ‘Customer Received Item’: the order will be processed instantly and the customer can take the items.
    ‘Customer Will Receive the Item Later’: The order will be pending on the customers' account and will be ‘Authorised’ in your Dashboard. This will require you to process the authorised order once the customer receives the items.

16976

Click image to enlarge


How to Generate a Customer Store Code

An existing Zip customer can generate a customer store code by completing the following steps:

  1. Log into their Zip account on a mobile device.
  2. Select the PAY icon from the homepage, select 'Instore' and 'Generate barcode'.
  3. provide the 6 digit Instore Code to the merchant to enter in the Dashboard. Note, this expires after 5 minutes.
  4. Review the order details and click 'Confirm purchase'.
  5. The order is now confirmed!


    If your customer does not have a Zip account, they can apply in minutes at https://zip.co/apply.

10268

Click image to enlarge

❗️

Important

The customer store code is valid for 5 minutes. If you get a red error next to the code, try getting the customer to restart their app, or contact Zip Customer Service for help.



Choosing an Interest-Free Period

If a customer is using Zip Pay, the interest-free period will always show 'Interest-free always'.

If your customer is using a Zip Money account, you may have the option to select an interest-free period from the drop-down menu, depending on your account configuration.

If you would like to offer additional interest-free periods, please contact [email protected]

3956