Using the Merchant Portal

Getting Started with the Zip Merchant Portal

The following instructions detail how to get started using the Zip Merchant Portal.

This documentation assumes you’ve already been accepted as a Zip Partner and have been allocated a Zip Merchant Portal Login – see here for details on how to become a Zip partner!

Using the In-Store Terminal
Other Merchant Portal Functions

Creating a Zip Order using the In-Store Terminal (For enabled merchants only)

  1. Login to the Zip Merchant Portal – a link to the Merchant Portal exists in the Customer Portal for easy access
    Zip - Merchant Portal
  2. Head over to the ‘In-Store Terminal’ at the top of the page (please note that this function is not enabled for all portal users)
  3. Fill out the fields accordingly and enter the ‘Zip In-Store Code’ provided by the customer
    Zip - Instore Code Instructions
  4. Once you click ‘Next’ from the In-Store Terminal, the customer will see an ‘Approve’ button on their account
    Zip - Instore Terminal Approval
  5. After the approval, a confirmation page will display and the Zip payment is now complete!

Other Merchant Portal Functions

Orders

Displays a list of Zip orders

 

Balance

Displays a breakdown of payments made to you from Zip orders. Functionality to export this information as a .cvs file is also available with a max date range of 1 month.

 

Tax Reports

Allows a .pdf export of monthly tax reports