{"id":865,"date":"2021-08-19T03:48:57","date_gmt":"2021-08-19T03:48:57","guid":{"rendered":"https:\/\/zip.co\/nz\/?p=865"},"modified":"2023-09-07T10:45:31","modified_gmt":"2023-09-06T22:45:31","slug":"using-the-merchant-portal","status":"publish","type":"post","link":"https:\/\/zip.co\/nz\/using-zip\/using-the-merchant-portal\/","title":{"rendered":"Using the Merchant Portal"},"content":{"rendered":"<h2 id=\"getting-started\">Getting Started with the Zip Merchant Portal<\/h2>\n<hr \/>\n<p>The following instructions detail how to get started using the Zip Merchant Portal.<\/p>\n<p>This documentation assumes you\u2019ve already been accepted as a Zip Partner and have been allocated a Zip Merchant Portal Login &#8211; see <a href=\"https:\/\/zip.co\/nz\/for-merchants\/\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a> for details on how to become a Zip partner!<\/p>\n<p><a href=\"#in-store-terminal\">Using the In-Store Terminal<\/a><br \/>\n<a href=\"#other-functions\">Other Merchant Portal Functions<\/a><\/p>\n<hr \/>\n<h3 id=\"in-store-terminal\">Creating a Zip Order using the In-Store Terminal (For enabled merchants only)<\/h3>\n<p><iframe loading=\"lazy\" title=\"Zip Merchant Portal Training\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/9dBlxCQlWiU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Login to the <\/span><a href=\"https:\/\/zip.co\/nz\/merchant\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Zip Merchant Portal<\/span><\/a> &#8211; a link to the Merchant Portal exists in the Customer Portal for easy access<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-700\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/09\/Merchant-Login.png\" alt=\"Zip - Merchant Portal\" width=\"600\" height=\"355\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Head over to the \u2018In-Store Terminal\u2019 at the top of the page (please note that this function is not enabled for all portal users)<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Fill out the fields accordingly and enter the \u2018Zip In-Store Code\u2019 provided by the customer<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-701\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/10\/instore-terminal-merchant.png\" alt=\"Zip - Instore Code Instructions\" width=\"600\" height=\"374\" \/><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Once you click \u2018Next\u2019 from the In-Store Terminal, the customer will see an \u2018Approve\u2019 button on their account<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-702\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/10\/awaiting_customer_approval.png\" alt=\"Zip - Instore Terminal Approval\" width=\"600\" height=\"385\" \/><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After the approval, a confirmation page will display and the Zip payment is now complete!<br \/>\n<\/span><\/li>\n<\/ol>\n<hr \/>\n<h3 id=\"other-functions\">Other Merchant Portal Functions<\/h3>\n<h4>Orders<\/h4>\n<p>Displays a list of Zip orders<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-707\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/10\/Orders_Tab.png\" alt=\"\" width=\"1032\" height=\"117\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4>Balance<\/h4>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-709\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/10\/Balance_Tab.png\" alt=\"\" width=\"1197\" height=\"315\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4>Tax Reports<\/h4>\n<p>Allows a .pdf export of monthly tax reports<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-710\" src=\"https:\/\/zip.co\/nz\/wp-content\/uploads\/2021\/10\/Tax_Reports_Tab.png\" alt=\"\" width=\"335\" height=\"51\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting Started with the Zip Merchant Portal The following instructions detail how to get started using the Zip Merchant Portal. This documentation assumes you\u2019ve already been accepted as a Zip Partner and have been allocated a Zip Merchant Portal Login &#8211; see here for details on how to become a Zip partner! Using the In-Store [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-865","post","type-post","status-publish","format-standard","hentry","category-using-zip"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Using the Merchant Portal - Zip<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/zip.co\/nz\/using-zip\/using-the-merchant-portal\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Using the Merchant Portal - Zip\" \/>\r\n<meta property=\"og:description\" content=\"Getting Started with the Zip Merchant Portal The following instructions detail how to get started using the Zip Merchant Portal. 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