How to Process Payments with Point-of-Sale

Video Walkthrough

Before You Begin

• Login to your account at https://app.joinzipper.com/auth/login
• Have permission to process payments (owners and admins)
• Have Stripe connected
• Have customers and products created

Steps

Step 1: Open Point-of-Sale

Go to Payments > Point-of-Sale (or click the Point-of-Sale button from the dashboard).

Step 2: Select a customer

Search for and select the customer. Customer selection is required — transactions are linked to customer accounts.

Step 3: Add items to the cart

• Add a product: Browse the product catalog and click a product to add it
• Add a custom amount: Enter an amount (must be greater than 0) and a description (required), then add to cart

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

Step 4: Finalize the invoice

Click Finalize Invoice to calculate totals and review the itemized list before payment.

Step 5: Select payment method and process

Select a saved payment method or enter a new one, then click Process Payment. A receipt is generated and the transaction is linked to the customer’s account.

Troubleshooting

Point-of-Sale option not visible? Confirm you have permission to process payments and that Point-of-Sale is enabled for your organization.

Can’t select a customer? Confirm the customer exists in your customer list.

Payment processing failed? Verify Stripe is connected and the customer’s payment method is valid.

Custom amount requires a description? Enter a clear description — it appears on receipts and is required for all custom amount items.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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