By default, the app records payments under the contact record for the staff user who is signed in to the app. If desired, you can set a default contact for all payments collected through the app. When accepting a payment, you will have the option to Link a Transaction to an existing contact, create a new contact, or Skip linking the transaction. See GrowthZone App for Staff: Accepting Payments for more details.
NOTE: Only the Stripe M2 Reader is compatible with the new GrowthZone App for Staff. If you have an existing reader that is not the M2 Reader, you will need to purchase one of the M2 Readers.
To order a Card Reader for your GZ Pay App, please use this link:
Setting a Default Contact
To set a default contact for use in the app:
- Go to Finance > Billing Settings > GZ Pay Settings.
- Enter the default contact's name in the Default Contact for POS App field.
- Select the correct contact from the dropdown list that appears.