Create an Order

Create an Order

Process an order in the Zip Merchant Dashboard.

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Tip: for existing customers checking out in person or over the phone, use the Instore Order function.

To create an instore order:

  1. Enter the customer’s ‘instore code’ located in their Zip App
  2. Enter the full order price
  3. Choose an interest period from the drop-down menu (if applicable)
  4. Add an optional reference
  5. Click ‘create order’
  6. The customer will be prompted to confirm the order, once accepted the order is confirmed.


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

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How to Generate a Customer Store Code


A 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 Instore icon from the homepage of their account.
  3. A barcode and 6 digit code will appear on the customer's account for the Merchant to scan/input.

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Important

The customer store code is valid for 5 minutes.

Create an Order Using In-store Code and Interest Free Period


If your customer has 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 your customer has a Zip Pay account, the Interest Free Period will show as 'Interest Free Always'



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