In this guide, we’ll walk you through the process of setting up the integration between Pinch Payments and Annature.
This integration allows you to easily collect customer payment methods and signatures simultaneously, streamlining your workflow and reducing manual tasks. Best of all, both platforms offer a pay-as-you-go model, so there are no ongoing subscription fees.
What You’ll Need:
- A Pinch Payments account connected to Xero, QuickBooks, or MYOB.
- An Annature account to manage e-signatures and identity verification.
Step-by-Step Guide:
1. Connect Pinch Payments to Annature
To start using the integration, you’ll first need to link your Pinch Payments account to Annature.
- Log into your Annature account.
- Go to Settings and select Integrations from the menu.
- Look for Pinch Payments in the list of available integrations.
- Click Connect. A window will pop up asking for your API keys.
Where to Find Your API Keys:
- Log into your Pinch Payments account.
- Navigate to the Integrations section in Pinch and locate your API keys.
- Copy the API keys and paste them into the corresponding fields in Annature.
Once completed, Annature will be connected to Pinch, enabling you to capture customer payment details.
2. Create an e-Signature Template in Annature
After connecting your accounts, you can create a document template in Annature to collect both e-signatures and payment methods.
- Upload your document: This could be a PDF, Word doc, or any contract file.
- Drag and drop fields: Annature allows you to add signature fields, dates, and payment method fields by dragging and dropping them onto the document.
Important: The Payment Method Field is now available as a drag-and-drop option. This field will capture either a credit card or (soon) bank account details.
3. Send the Document for Signature
Once your template is ready, it’s easy to send the document to your customer.
- Go to the template you’ve created.
- Click Actions and select QuickSend or Use Template.
- Enter the customer’s email address and send the document for signature.
Your customer will receive an email from Annature with a link to review and sign the document.
4. Customer Signs and Saves Payment Method
Your customer can sign the document using a variety of options:
- Draw their signature.
- Upload an image of their signature.
- Use a pre-saved signature.
After the signature is added, they will enter their payment details (currently only credit cards are supported, but bank accounts via direct debit will be available soon). Once the customer submits the signed document, their payment method is saved to Pinch.
5. Manage Payments in Pinch
The saved payment method will automatically link to the customer’s record in Xero, QuickBooks, or MYOB. This allows you to automatically charge the saved card when an invoice is due.
Automatic vs. Manual Charging:
- By default, Pinch will auto-debit the customer on the invoice due date.
- If you want to manually charge the card, you can set an automated payment threshold. For example, setting the threshold to $1 will prevent any auto-debits above that amount.
Additional Notes:
- Currently, only credit cards can be stored via this integration, but bank account direct debit will be added soon.
- This is a pay-as-you-go service. You’ll only incur fees when your customers use the e-signature functionality or when payment methods are captured.
This simple integration between Pinch Payments and Annature offers an efficient and cost-effective way to capture both signatures and payment details in one step, making it easier to manage customer billing and contracts. If you have any questions, feel free to reach out to our support team!