Skip to content
English
Contact Us
Contact Us
  • There are no suggestions because the search field is empty.

Pinch Payment Plan Set-Up Guide

Follow the steps below to choose the right method and build the plan that suits your needs.

🔍 Step 1: Does the invoice already exist?

✅ YES → Use Breakdown an Existing Invoice

  • Ideal if you've already issued an invoice to the customer.

  • Pinch will apply each payment against the invoice as it's paid.

📎 Jump to Breakdown an Existing Invoice

 

❌ NO → You'll need to create the invoice within the payment plan.

👉 Continue to Step 2 to choose how you'd like to create invoices.

 

🧭 Step 2: What type of payment plan do you need?

🔁 Would you like a new invoice created for each payment as it occurs?

  • Use Generate Invoice per Payment.

  • Best for ongoing recurring payments (e.g. $100/month gym membership with no end date).

📎 Jump to Generate Invoice per Payment

 

🧾 Or do you want a single invoice that totals the full amount to be paid off in instalments?

  • Use Generate a Single Invoice.

  • Great for fixed-term agreements (e.g. a $1,200 invoice paid in 12 x $100 monthly payments).

📎 Jump to Generate a Single Invoice

 

 

📝 Option 1: Breakdown an Existing Invoice

🔔 Note
Use this if your customer already has a standard invoice you want to break into instalments.

  1. Go to Plans & Subscriptions in your Pinch dashboard

  2. Click Create Plan

  3. Choose Breakdown an Existing Invoice

  4. Name the plan, add a terms link (if applicable)
  5. Configure opt-in settings (if required) by enabling Allow customer to select this plan to pay off their invoices?

  6. Set the payments and the frequency (e.g. weekly, monthly)

  7. Review and save

  8. Choose the invoice to apply the plan to

 

📨Option 2: Generate Invoice per Payment

💡 Tip
Ideal for indefinite subscriptions, retainers, or memberships.

  1. Go to Plans & Subscriptions

  2. Click "Create Plan"

  3. Choose Generate Invoice per Payment

  4. Name the plan, add a terms link (if applicable)

  5. Choose the start date, payments, frequency, and whether there’s an end date or it continues indefinitely.

  6. Optional: Add a reference or note.

  7. Review and save.

📌 Pinch will create and reconcile an invoice for each payment automatically.

 

📩 Option 3: Generate a Single Invoice

💡 Tip
Perfect for fixed-term service agreements or projects with a known total cost.

  1. Go to Plans & Subscriptions.

  2. Click "Create Plan".

  3. Choose Generate a Single Invoice.

  4. Name the plan, add a terms link (if applicable)

  5. Choose the start date, number of payments, frequency, and how the plan will end (e.g. after a set number of payments or on a specific end date).

  6. Optional: Add a reference or note.

  7. Review and save.

📌 A single invoice will be generated and paid off through the plan.

 

💬 FAQs

❓ Question 💡 Answer
What happens if a customer has an unlimited Pre-Approval? You can schedule unlimited payments without additional approvals. Great for ongoing billing.
Can I change a payment plan after it's been set up? No. You'll need to cancel the plan and create a new one. If your customer doesn't have an unlimited pre-approval, you’ll need to re-invite them.
What if a payment fails? Pinch will automatically retry the payment if you have the reattempt setting enabled, and will notify you of the failure. You can also manually retry the payment at any time.
Can my customer view their plan? Yes, customers receive a secure link to a portal where they can view payments, change details, and more.
Do I need to create invoices manually? No. Pinch automatically creates and reconciles them based on the plan.
What happens if I cancel a plan mid-way? All future scheduled payments are cancelled. Any payments already collected remain applied to the invoice in your accounting software, and the outstanding balance will remain on the open invoice.

 

🙋‍♀️ Need more help? Our support team is always happy to walk you through it — or book a free setup session with us today!