If your customer isn’t with you in person, you can still use Zip to process their order.
This is ideal for phone sales or when you’d like to send a quote with payment options for the customer to review and complete later.
Log in to your Zip Merchant Dashboard.
Select Create Order
Enter the following details:
Customer in-app barcode: select NO
New or existing customer: ask the customer if they have an existing Zip account to use or want to apply to pay for the order
Price: Enter the total price of the order
Product: based on the in-app barcode, this will auto populate
Interest free period: Select the applicable interest-free term if the customer is using Zip Money
Customer details: enter the last name, email and mobile number associated with their Zip account
Reference: Add an internal reference number
4. Click Create Order
5. An SMS and email will be sent to the customer with instructions to authorise the purchase.
They can complete this using their existing Zip account or by creating a new account if they don’t already have one.
If the order is being fulfilled immediately, make sure to capture the order right away.
If the goods or services will be delivered at a later date, leave the order as ‘Authorised’ and capture it once the customer has received their goods or services.