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      How to Use the Pinch Partner Portal

      The Pinch Partner Portal is a powerful tool for accountants, bookkeepers, and business advisors who want to streamline payment solutions for their clients while earning referral commissions.

       

      Key Features of the Pinch Partner Portal

      1. Referral Commissions

      • As a Pinch Partner, you can earn commission on transaction fees generated by your referrals.

      • Commissions apply when a referred business processes payments through Pinch via invoices, subscriptions, or API integrations.

      • Payments include credit card, direct debit, and other supported methods.

      2. Partner Account Access

      • The portal allows partners to log in and manage multiple client accounts.

      • You can create client accounts, oversee their setup, and assist them in onboarding.

      • Partners have the ability to troubleshoot and receive direct support within the Pinch system.

      3. Client Management & Onboarding

      • You can create and manage customer accounts directly from the portal.

      • If your client requires assistance, you can guide them through account setup.

      • A guided onboarding session with a Pinch expert is available for deeper insights.

      4. Training & Support Resources

      • Access to training materials and documentation on how to set up and manage payments through Pinch.

      • The 'Get Help' button in the Merchant Portal allows partners and clients to schedule a training session or access customer support.

      How to Use the Pinch Partner Portal

      Step 1: Sign Up as a Pinch Partner

      Step 2: Access the Partner Portal

      • Once your partner account is approved, log in to the Partner Portal from the left hand menu inside of Pinch.

      • You will see your referral dashboard, where you can track commissions and client activity.

      Step 3: Add and Manage Clients

      • Click 'Create New Client' to set up a new account for a business.

      • Add your client as a user to their account. You must add at least one director.

      • Help your clients integrate Pinch with Xero, QuickBooks, or MYOB for seamless payment reconciliation.

      • Help your clients with the requisite documents they need for approval.

      • Monitor their transactions and ensure they are set up for automated payment collection.

      Step 4: Educate Clients on Pinch Features

      • Explain the benefits of automated payments, pre-approvals, and direct debit functionality.

      • Encourage them to use Pinch’s self-service features, including customer portals for managing payments.

      Step 5: Track Referrals & Earnings

      • The Partner Portal provides a detailed view of your referrals, their transactions, and the commission earnings you’ve accrued.

      • Commission payments are made periodically based on client activity.

      Step 6: Book a Guided Onboarding Session

      • If you or your clients need assistance, schedule a one-on-one training session via the 'Get Help' button in the Merchant Portal.

      • This ensures that you are fully equipped to use the platform effectively.

      Conclusion

      The Pinch Partner Portal is designed to make it easy for partners to manage multiple clients, earn commissions, and provide expert guidance on payment automation. By leveraging the portal's features, partners can streamline financial processes for businesses while creating a new revenue stream for themselves.

      For further assistance, visit the Pinch Help Centre or contact the Pinch support team through the Merchant Portal.