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 your account is approved. 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 contacts that you already have in your accounting system, find them in Pinch and use their specific pre-approval page instead.
      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 set up 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 need be. 
      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 don't want Pinch to send an invoice notification every time you create an invoice.  
      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.