How to Process Payments with Point of Sale

Learn how to use the Point of Sale (POS) system to process in-person payments for products, custom amounts, and services. POS provides a streamlined interface for handling transactions at your physical location.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to process payments (typically organization owners and admins have this permission)
• Stripe connected to your organization
• Customers in your roster
• Products created (for product purchases)

Steps

Step 1: Access Point of Sale

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to CRM (or find POS option)
3. Click Point of Sale (or POS button)
4. The POS interface will open

What happens next: You'll see the POS interface with customer selection and cart.

Step 2: Select Customer

1. Find Customer Selection field:

   • Look for customer search/selection field
   • This is required before processing payment

2. Search for customer:

   • Type customer name or email
   • Browse customer list
   • Select customer from results

Important: Customer selection is required. Transactions are linked to customer accounts.

Step 3: Add Items to Cart

Option 1 - Add Products:

1. Browse your product catalog
2. Click on products to add to cart
3. Products appear in cart with prices
4. Add multiple products if needed

Option 2 - Add Custom Amount:

1. Find Custom Amount option
2. Enter amount (must be greater than 0)
3. Enter description (required)
   • Example: "Personal training session", "Consultation fee"
4. Add to cart
5. Custom amount appears in cart

Note: You can mix products and custom amounts in the same transaction.

Step 4: Review Cart

1. View cart contents:

   • See all items added
   • Review prices and descriptions
   • Check totals

2. Cart management:

   • Remove items if needed
   • Adjust quantities if applicable
   • Verify all items are correct

Note: Review cart carefully before processing payment.

Step 5: Finalize Invoice

1. Click Finalize Invoice (if available):

   • System calculates totals
   • Invoice is prepared
   • Review invoice details

2. Review invoice:

   • Check itemized list
   • Verify totals
   • Ensure customer is correct

Note: Finalization ensures accurate totals before processing payment.

Step 6: Select Payment Method

1. Choose payment method:

   • Select from customer's saved payment methods
   • Or create new payment method
   • Payment methods are managed through Stripe

2. Payment method options:

   • Credit card payments
   • Saved payment methods
   • New payment method entry

Note: Payment methods are processed through Stripe integration.

Step 7: Process Payment

1. Click Process Payment:

   • Payment will be processed
   • Transaction is completed
   • Receipt is generated

2. Confirm successful payment:

   • You'll see confirmation message
   • Transaction is linked to customer account
   • Receipt is available

What happens next: Payment will be processed and:

• Transaction is completed
• Payment is processed through Stripe
• Transaction is linked to customer account
• Receipt is generated
• Transaction history is updated

Tips

• Always select customer before adding items
• Review cart before processing payment
• Use custom amounts for flexible payments
• Process multiple items in one transaction for efficiency
• Keep receipts for customer records

Troubleshooting

Problem: I don't see Point of Sale option Solution: Check that:

• You have permission to process payments
• POS feature is enabled for your organization
• You're logged into the correct organization

Solution: Contact your organization owner if you need access to POS.

Problem: I can't select a customer Solution: Check that:

• You have customers in your roster
• Customer search is working
• Customer exists and is accessible

Solution: Add customers to your roster first. Verify customer search is working.

Problem: Payment processing fails Solution: Check that:

• Stripe is connected and active
• Payment method is valid
• Customer payment method is correct

Solution: Verify Stripe connection. Check payment method validity. Contact support if issues persist.

Problem: Custom amount requires description Solution: Custom amounts require descriptions:

• Enter a clear description
• Description helps identify the payment
• Description appears on receipts

Solution: Always enter a description when adding custom amounts.