Tracking External Payment in Zipper

Sometimes you may accept external payments from customers, but may still want to track it in Zipper. Here's how to do this in Zipper so you can keep it all in one place.

Select the person whose payment you'd like to track from Customers.

Go to the Billing & Payments tab from their customer profile. Select Track external payment

Select a package or product that is already created in Zipper, or add custom details. You can select if you'd like to also issue them the associated credits.

Save and you'll see your associated revenue added to the customer's profile.

You can issue credits manually after you save from Punch card status.

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