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.
|Upload your verification documents quickly so we can approve you to receive settlements.
|Use Pinch to take a payment unless you are confident you will be approved for settlement first.
|Complete the invoicing config to complete your Pinch setup.
|Use Pinch for taking 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 firstname.lastname@example.org if you need assistance.
|Email anyone other email address other than email@example.com 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.
|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.
|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.