Tracking External Payments in Zipper

Sometimes you accept payment outside of Zipper — cash at the door, a Venmo transfer, an invoice paid by bank transfer — but you still want the revenue, package, and credits to live on the customer’s Zipper record. Use Track external payment to log it after the fact.

1. Open the customer’s profile

From the Customers section in the Zipper admin, search for and select the person whose payment you want to record.

2. Open Billing & Payments and choose Track external payment

Inside the customer profile, switch to the Billing & Payments tab. Click Track external payment to start a manual entry.

3. Choose a package or product, or enter custom details

Pick an existing package or product you’ve already set up in Zipper so the entry maps to your catalog — or enter custom details if it’s a one-off charge. You also choose whether the entry issues associated credits to the customer (handy for class packs or session bundles paid externally).

4. Save the entry

Save and the associated revenue appears on the customer’s profile, right alongside Stripe-collected payments. Reports and customer history both reflect the entry.

5. Issue credits manually if needed

If the package didn’t auto-issue credits, or you need to add more after the fact, you can manually issue them from the Punch card status section on the customer’s profile.

Related

• How to set up Stripe with Zipper
• How to update your payment method
• Creating your first package

Questions about a specific external-payment flow? Email support@joinzipper.com and we’ll walk through it with you.

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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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