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Get Started Guide

This article is a very basic guide to help you get started using Pinch.

Welcome to Pinch

You’ve just joined thousands of businesses who’ve chosen a smarter way to get paid. We’re real people, here to make cash flow more predictable, admin lighter, and payments stress-free.

What’s Ahead in This Guide

This guide will walk you through:

By the end, you’ll be confidently sending invoices and watching payments flow in with less admin, less stress, and more time for your business.

What is Pinch

Pinch is a payment platform that plugs directly into your accounting system and helps you to:

  • Collect payments faster with tools like Pay Now buttons, Pre-Approvals, and payment plans.
  • Save hours of admin by automatically reconciling invoices with your accounting software.
  • Give your customers flexibility with card payments, direct debit, or instalments.
  • Gain certainty over cash flow, so you can plan with confidence.

What Makes Pinch Different

There are lots of payment processors out there. Here’s what makes Pinch stand out:

  • Built for you
    Whether you’re a bookkeeper, tutor, tradie, or healthcare provider, Pinch is designed for businesses that invoice and want those invoices paid on time.
  • Deep accounting integrations
    Unlike other systems that just “bolt on” payments, Pinch is built to work seamlessly inside your accounting system.
  • Flexible payment options
    From one-off invoices to recurring subscriptions to payment plans, we’ve got you covered.
  • Human-first support
    Our support team are real people, who know payments and accounting inside out.

Things You Must Know

Before you dive in, here are a few important things every Pinch customer should be aware of:

  1. QuickBooks & MYOB users: Enable invoice emails
    If you use QuickBooks or MYOB, you’ll need to enable Invoice Issued emails in order for the Pinch payment portal to work correctly.
    Click here if you are a QuickBooks user and here if you are a MYOB user to read more about this.
  2. Settlement times depend on the method
    Payments don’t all settle at the same speed:
    • Bank transfers (Direct Debit) take longer to clear than cards.
    • Card payments usually settle faster.
    • Pinch only settles once funds have actually cleared. Unlike some platforms, we don’t pay out early and risk reversing payments later.
  3. Compliance checks are part of the process
    We take compliance seriously. To protect you, your customers, and our payment partners, we need to verify your business identity and legitimacy before you can start transacting. It’s nothing personal, it’s just part of keeping the system safe and trusted.
  4. We don’t store card or bank details ourselves
    All sensitive customer payment information is stored by bank-grade, third-party providers who are globally trusted. They take data integrity and security extremely seriously.

Our Support Team

We’re a team of real people, right here in Australia, who understand both payments and accounting. Our job is to keep your cash flow moving and your admin light.

Navigate to Support here.

Get Set for Success

Outside of our Knowledge Base, we offer multiple avenues to support you getting set up for success. 

Ready to Get Started?

Click each link below to navigate and learn how to create a strong foundation for cashflow success: