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How do I get paid in 3 easy ways with QuickBooks and Pinch?

Pinch is designed to make payments simple while helping you improve cash flow. When connected to QuickBooks, there are three main ways you can get paid. Each suits different business needs, so you can choose what works best for you and your customers.

1. Get Paid from an Invoice

When you raise an invoice in QuickBooks, you can give customers the option to pay online.

  • Go to Account Settings, Getting Paid to get your unique Pay Now link.

  • Add this link to your QuickBooks invoice email template.

  • When your customer receives the invoice email, they can click the link to access a secure payment page.

Once paid, you’ll receive confirmation and the payment will reconcile back into QuickBooks.

Tip: If you currently have PayPal enabled, we recommend disabling it to avoid confusing customers with multiple payment options.

2. Get Paid with Recurring Payments (Pre-Approvals)

For ongoing services such as subscriptions or monthly retainers, Pinch makes recurring payments easy.

  • In QuickBooks, open an invoice and select Make Recurring.

  • Set the frequency and details for how often invoices are created.

  • In Pinch, go to Customers and find the customer you want to invite to a Pre-Approval.

  • Select the customers you want to set up and click Send Pre-Approval.

Your customer will receive a secure email invitation to store their payment details. Once approved, Pinch will automatically debit their invoices on the due date. This keeps payments regular and cash flow predictable.

3. Get Paid in Instalments (Payment Plans)

For larger invoices or when customers need flexibility, Pinch lets you break down payments into instalments.

  • Go to Plans and Subscriptions in your Pinch portal and create a new plan.

  • Choose Breakdown an Existing Invoice and set your terms (for example, a deposit upfront and fixed repayments, or a percentage-based schedule).

  • Select the invoice you want to link and confirm.

If your customer already has a pre-approval, the repayment schedule will start immediately. Otherwise, they’ll receive an email to authorise the plan.

Here are some Payment Plan examples:

$100 deposit upfront and then $200 per month until invoice paid
10% deposit upfront and then 5% each fortnight until invoice paid
15% each week until invoice paid

As you can see, you can enter dollar amounts or percentage based. It's up to you. You can also mix and match, so a percentage deposit and then fixed amount recurring payments.

Why this matters

Whether it’s one-off invoices, recurring work, or instalments, Pinch gives your customers simple ways to pay and helps you keep cash flow consistent.

Now you can sit back and let Pinch and QuickBooks do the hard work for you.

Note: For payment processing times, see How long do payments take to hit my bank account?

Updated: 2025