Firstly, we're so pleased you've decided to use Pinch to collect payments. If you are looking for a solution to collect payments on autopilot, you've come to the right place. Pinch is the perfect solution for QuickBooks users to manage your pre-approvals and auto-debit payments.
To take advantage of the full range of Pinch Payment features, specifically allowing your ad-hoc invoiced customers to use our credit card payments facility, we need your permission to send your invoices from Pinch instead of QuickBooks moving forward. This is not a bad thing, as we recommend our Invoice Issued Notification to all users for a couple of reasons:
- It allows you to send email notifications by simply marking the invoice as approved in QuickBooks - which can save a lot of time
- Customers can opt in to the Customer Portal feature via the Invoice Issued email
Unfortunately there is no way to add a Pinch payment link to QuickBooks invoices themselves, so if you are not willing to use the invoice issued feature, your customers won’t be able to pay you using Pinch except for on pre-approvals auto-debit.
If you are happy to go ahead, click here and enable the invoice issued functionality. Please note that as soon as you enable it, Pinch will send a payment notification to all customers that have an approved but unpaid invoice in QuickBooks. If you do not want your customer to be emailed yet, unapprove the invoice before you enable this feature.
Unfortunately if this is not something you are willing to do then Pinch is not likely to work for you. We do hope that you give it a shot though, because the benefits you gain from Pinch defimotel;y outweigh the loss of slightly changing the way you send invoices. We hope to see you soon!