Getting Started
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      First Time User Do's and Don'ts

      The most important things you need to know as a first time user of Pinch.

      Pinch is an amazing payments platform, but unless you are armed with knowledge you won't get the most out of Pinch.

      Here is a list of do's and don'ts. Please make sure you read and understand them. If you are not confident in proceeding any further please go here and book in a guided onboarding session.

      Do Do Not
      Upload your verification documents quickly so we can approve you to receive settlements. Send out Pre-approval request emails until you you're complied. The links won't work until verification is complete.
      Complete the invoicing config to complete your Pinch setup. Use Pinch to take payments on event ticket sales that are several weeks or months away.
      Use the AI chatbot in the Get Help widget to figure out how to use Pinch. Use the New Customer Pre-Approval signup link for existing customers.
      Email support@getpinch.com.au if you need assistance. Email any other email address other than support@getpinch.com.au for account setup help questions or when you run into issues.
      Go through settings and make sure you have Pinch setup the way that you think will work best for you. This included setting your surcharging and reattempt settings.  Manually reconcile payments the way that you are used to, Pinch will now do it automatically. Please instruct your bookkeeper to book in for a training session if they are unfamiliar with how payments systems automatically reconcile.
      Read the first-time setup guide. Use the "Sync Now" button in an attempt to sync failed transfer or payment sync data (This button doesn't resolve these). 
      Reach out to support for guidance before changing the account system or connecting integration  Change accounting integrations on an existing account. A Pinch account can only have one accounting integration, doing so will break the system
      Switch off invoice notifications in the Invoicing (or Xero) Config section if you are still going to send emails from your accounting system.  
      Copy paste the invoice pay now link found under Account Settings > Getting Paid, into your invoice template, if you are a QuickBooks or MYOB user.