Process a Remote Order
Process a Remote Order
What is a Remote Order?
If your customer is not instore, you can use the Remote Order tile to process a transaction. The Remote Order tile can also be used if your customer does not yet have a Zip account and would like to apply with an order attached.
Tip:
Remote orders work best when you need to send you customer a quote or they have booked an appointment over the phone.*
Creating a Remote Order
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Click the Remote Order tile from the homepage of the dashboard.
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Complete the fields, including:
- Purchase price
- Order reference
- Customer Details
- Notes on the order (you may choose to leave this blank)
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Click Send Order. The customer will receive both an email & SMS instructing them to log into their Zip account and authorise the payment. If your customer does not yet have a Zip account, they will click and complete their Zip application. If they are approved they can confirm their order right after.
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Upon confirmation, the order status in the dashboard will update to authorised. Refer to 'Processing an Authorised Sale' to learn how to finalise the order.


Important
- If the payment is not completed within 14 days from being sent, it will expire.
- The details must match exactly what is on the customer's Zip account, do not use third party details.
Updated 10 months ago