Getting Started With Automated Recurring Billing

We will quickly get you up to speed on how to debit your customers automatically with Pinch Payments

Register for a free account

We just need some details about you and your company. This information is displayed on the payment page shown to clients and is also used for verification purposes when we transfer money to your bank account. None of your information is ever given or sold to any other company for any reason.

Register a free account

  • Takes just a few seconds
  • We won't ask for your credit card
  • Up and running in no time
  • Stop using us at any time

Tell us how you want to get paid

The next step is to tell us how you want to get paid. This is as easy as providing your bank details to us. Note that we can only pay into this account, we can't take anything from you. We charge our fees before depositing into your account, so at no point do we take anything from it.

Providing your bank account to us means we can deposit the funds quicker than if you use PayPal (usually within 2 business days). It also means we know exactly what goes to your account, so we can reconcile your bank feed if you use an accounting platform such as Xero or Reckon One.

Register a free account


Create your clients in our database

Each client should be added to our system using the web portal. If you have many clients, feel free to contact us and we will import them programmatically for you to save time. Each client just needs a name, optional company name and an email address to get started.

Register a free account


Invite clients to a pre-approval agreement

A pre-approval agreement is a common way for businesses to store payment information in advance. When an invoice is due, we use that payment information to charge your client. This step involves sending a short email inviting your client to sign such an agreement with you.

Register a free account


Create payments for today or in future

Creating a payment is easy, just tell us who you would like to charge, how much for and when. You can also add line items to further describe to your client what they are paying for. If your client has entered the pre-approval then payment is taken automatically, otherwise they will be sent an email with a payment link. They can pay with or without leaving their payment details for future payments.

Register a free account

  • Easy to create a payment
  • Billing runs at 8am and 5pm daily
  • Send payment link to client
  • Invoice PDF for your records
  • Client with pre-approval will be billed automatically
  • If your client has no pre-approval, they can pay online anytime

Get paid into your bank account

Each time your client pays you, the funds will appear within just a few days into your bank account. You'll also receive an email from us telling you whether a payment has been charged successfully or failed. If a payment failed, we can automatically re-attempt the payment a few days later up to 5 times. Your dashboard is immediately updated and your client receives confirmation.

Register a free account


Do you use an invoicing or accounting system?

We have automated connections to many external systems to simplify your billing requirements. Check below to see if your system is supported.

Connect your Xero Account

By connecting your Xero account to Pinch, invoices can be paid by our custom payment page or automatically on the due date via pre-approval. We'll even reconcile your bank statement saving you more time.

Connect your Zoho Account

Have Zoho invoices paid automatically without a monthly service fee. Payments can be billed to your client and the invoice updated in Zoho without any manual intervention on your behalf.

Connect your Reckon One Account

Now your Reckon One invoices can be paid on the due date automatically with Pinch. Switch and save compared to PayPal and have a whole load of work done for you automatically.