Point of Sale Frequently Asked Questions

Common questions about using the Point of Sale system for in-person payments in Zipper. Find answers to questions about cart management, customer selection, payment processing, and transaction handling.

Product Capabilities and What It Can Do

Q: What can I do with Point of Sale?

A: Point of Sale allows you to:

• Process in-person payments through a streamlined interface
• Add products to cart for customer purchases
• Process custom amount payments
• Select customers and link transactions to their accounts
• Process payments through Stripe
• Handle complex orders with multiple items
• Generate receipts and track transaction history

Q: Can I process payments for products that aren't in my catalog?

A: Yes! You can:

• Add custom amount items to cart
• Enter any payment amount
• Add descriptions for custom payments
• Process one-off payments or services

Custom amounts allow you to process flexible payments beyond your product catalog.

Q: Do I need to select a customer before processing payment?

A: Yes! Customer selection is required:

• You must select a customer from your roster
• Transactions are linked to customer accounts
• Customer information is used for receipts and history
• Customer selection ensures proper transaction tracking

Q: Can I process multiple items in one transaction?

A: Yes! You can:

• Add multiple products to cart
• Mix products and custom amounts
• Process all items in one transaction
• Handle complex orders efficiently

Bulk processing helps you handle complex orders quickly.

Q: What payment methods can I use?

A: You can use:

• Payment methods configured in Stripe
• Create new payment methods during transaction
• Process credit card payments
• Link transactions to customer payment methods

Payment methods are managed through Stripe integration.

How to Use the Product

Getting Started

Q: What do I need before I can use Point of Sale?

A: Before using POS, you should have:

• An active organization account at https://app.joinzipper.com
• Stripe connected to your organization
• Products created (for product purchases)
• Customers in your roster (for customer selection)

You can start using POS immediately once Stripe is connected.

Q: How do I access Point of Sale?

A: To access POS:

1. Log in to https://app.joinzipper.com
2. Go to CRM (or find POS option)
3. Click Point of Sale (or POS button)
4. POS interface will open

The POS interface provides a streamlined payment processing experience.

Common Tasks

Q: How do I process a payment?

A: To process a payment:

1. Open Point of Sale
2. Select customer from roster
3. Add items to cart:
   • Add products from catalog
   • Or add custom amount with description
4. Review cart totals
5. Finalize invoice (if needed)
6. Select payment method
7. Click Process Payment
8. Confirm successful payment

Transaction will be processed and linked to customer account.

Q: How do I add a custom amount to cart?

A: To add custom amount:

1. Open POS
2. Find Custom Amount option
3. Enter amount (must be greater than 0)
4. Enter description (required)
5. Add to cart

Custom amount will be added to cart and processed with other items.

Q: How do I select a customer?

A: To select customer:

1. Open POS
2. Find Customer Selection field
3. Search for customer by name or email
4. Select customer from results

Customer must be selected before processing payment.

Q: How do I finalize an invoice?

A: To finalize invoice:

1. Add items to cart
2. Select customer
3. Click Finalize Invoice
4. System calculates totals
5. Review invoice details
6. Proceed to payment

Finalization ensures accurate totals before processing payment.

Q: How do I process multiple items?

A: To process multiple items:

1. Add first item to cart
2. Add additional items (products or custom amounts)
3. Review cart with all items
4. Finalize invoice
5. Process payment for all items

All items will be processed in one transaction.

Configuration and Settings

Q: How do I create a payment method?

A: Payment methods are created through Stripe:

1. During transaction, select Create Payment Method
2. Enter payment method details
3. Save payment method
4. Use for current and future transactions

Payment methods are stored securely through Stripe.

Troubleshooting

Q: Why can't I process a payment?

A: Payment might fail if:

• Customer isn't selected
• Cart is empty
• Payment method isn't selected (after invoice finalization)
• Stripe isn't connected
• Payment method is invalid

Solution: Select customer, add items to cart, ensure payment method is selected, verify Stripe connection, and check payment method validity.

Q: Why do I get "Customer selection is required"?

A: This error appears when:

• No customer is selected
• Customer selection field is empty

Solution: Select a customer from your roster before processing payment.

Q: Why do I get "Custom amount must be greater than 0"?

A: This error appears when:

• Custom amount is zero or negative
• Amount field is empty

Solution: Enter a positive amount for custom payments.

Q: Why do I get "Custom amount requires a description"?

A: This error appears when:

• Custom amount description is empty
• Description field is missing

Solution: Enter a description for custom amount payments.

Q: Why can't I finalize an invoice?

A: Invoice might not finalize if:

• Cart is empty
• Customer isn't selected
• Items are invalid

Solution: Add items to cart, select customer, and ensure items are valid.

Edge Cases and Advanced Usage

Q: Can I process a payment without selecting a customer?

A: No! Customer selection is required:

• All transactions must be linked to customers
• Customer selection ensures proper tracking
• Transactions appear in customer payment history

Customer selection is mandatory for transaction tracking.

Q: What happens if a payment fails?

A: When payment fails:

• Failed items are identified
• You can retry failed items
• Other items may still process successfully
• Error messages explain failure reasons

Failed item handling helps you recover from payment issues.

Q: Can I process refunds through POS?

A: Refunds are typically processed through:

• Payment history interface
• Customer payment management
• Stripe dashboard

POS is primarily for processing new payments, not refunds.

Q: How do I handle partial payments?

A: To handle partial payments:

• Process full amount through POS
• Handle partial payments through other methods
• Or create custom amount items for partial payments

POS processes full payment amounts per transaction.

Q: Can I see transaction history?

A: Yes! You can:

• View transaction history in payment management
• See customer payment history
• Track POS transactions
• Generate transaction reports

Transaction history helps you track all POS payments.

Q: How do I generate receipts?

A: Receipts are typically:

• Generated automatically after successful payment
• Available in customer payment history
• Can be sent to customers via email
• Viewable in transaction details

Receipts provide customers with payment confirmation.

Customer Credit Balance

Q: Can customers pay with store credit at Point of Sale?

A: Yes! Customer credit balance is available as a payment method at Point of Sale:

1. When processing a sale, the customer's credit balance appears as a payment option
2. Select credit balance as the payment method
3. The purchase amount is deducted from their credit
4. If the purchase exceeds their credit, you can split payment with another method

This works for:

• Product purchases
• Drop-in class payments
• Any Point of Sale transaction

Q: What if the customer's credit balance is less than the purchase amount?

A: When customer credit is insufficient:

1. Apply the available credit first
2. The remaining balance can be paid with:
   • Credit card
   • Another payment method
   • Additional credit (if added)

Point of Sale handles split payments automatically, making it easy to combine credit with other payment methods.

Q: Where do I see a customer's credit balance?

A: Customer credit balance is visible:

1. On the customer's profile page
2. In the Point of Sale checkout when the customer is selected
3. In the customer search/lookup at Point of Sale

The balance updates in real-time as credits are added or used.