The February Merchant Masterclass was a fantastic opportunity for our community to dive deeper into the powerful features of Pinch Payments. Our goal? To help businesses of all sizes get paid faster, streamline payment processes, and build stronger client relationships – all while making it as easy as possible.
Strategic Developments
We were thrilled to introduce Stacey Boyle, our new Growth Operations Manager who comes to us from a 5+ year stint at Xero. Stacey’s role is pivotal in driving efficiency within the growth team, ensuring smoother sales, onboarding, and training processes. Her appointment highlights our commitment to supporting client growth and continually enhancing our service delivery.
Must-Know Features of Pinch Payments
During the session, we explored key features that help businesses simplify payment management and improve cash flow:
Pre-Approvals
One of the most powerful tools in the Pinch system, pre-approvals enable businesses to secure payment agreements upfront, reducing receivables and ensuring timely payments. We discussed various ways to gather pre-approvals, including bulk invitations and personalised links, making it easier than ever for clients to stay on top of payments.
Merchant Initiated Payments
This feature allows businesses to manually trigger payment attempts, providing flexibility to manage outstanding invoices effectively. Whether it’s a pre-approved or real-time payment, this tool makes debt management a breeze.
Payment Plans
Pinch offers flexible payment plan configurations, including fixed and recurring payments. These plans provide your clients with more ways to pay, enhancing customer satisfaction and ensuring a steady cash flow for your business.
Customer Portal
Our customer portal empowers clients to manage their payment methods, view invoice histories, and opt into pre-approvals at their convenience. It’s a simple yet powerful way to enhance client autonomy and streamline payment interactions.
Pinch’s Partnership Strategy for 2025
We're expanding our partnership network to include programs specifically designed for accountants, bookkeepers, and influential businesses. Our Pinch Partner Ambassador Program and upcoming partner training sessions are designed to foster collaboration and offer even more value to our community.
Upcoming Events
Get ready for an exciting lineup of events, including the QuickBooks Appy Hour, the Accounting and Business Expo, and Xerocon in Brisbane. These events are fantastic opportunities to connect, learn, and engage with the vibrant Pinch community.
If you are attending the Accounting and Business Expo in Sydney on the 12th-13th March come hang out with us at our midcon event at Helm Bar. This all drinks and food inclusive event is free for everybody and you can register here.
Conclusion
The February Merchant Masterclass showcased how to leverage the full potential of Pinch Payments to optimise payment processes, improve client relationships, and drive business growth. We’re committed to empowering our merchants with the tools they need to succeed.
If you missed the session, don’t worry – we’ve got plenty more planned! Keep an eye on our communications for updates on future events and partnership opportunities.
Stay Connected and Grow with Pinch
As always, our team is here to support you every step of the way. Whether you’re looking to streamline your payment processes or explore new growth strategies, Pinch is your partner in success.
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Posted by Joe McCord on 27 February 2025