Stay informed with critical payment events
Enable your teams whether that be Sales, Customer Success or Marketing to gain helpful insights around customer payment events. All located conveniently on the contact timeline. Your team/s can be in the know when customer payments events occur without leaving HubSpot.
Access helpful
payer information
Quickly confirm vital information pertaining to payer information like:
- Pre-approval status
- Pre-approval link/s
- Outstanding payments
In doing so, remove any doubt and make key decisions related to a particular customer all directly on the contact's record.
Review invoice status
on the go
Quickly identify the status of any invoices associated with a contact to help support other business processes or functions.
Has an invoice been paid or did a payment fail?
It's all at your fingertips in HubSpot.
Direct Debit Bank Accounts
1%
+30c per transaction with
fees capped at $5
Features
- check Pay now, recurring payments and payment plans available
- check Variable invoice auto debit
- check Schedule payments easily
- check Pass fees onto customer
- check 4 business day rolling settlement ($1 per bulk settlement)
- check $5 failed payment fee
- check No monthly fees
- check Realtime sync with HubSpot
Credit & Debit Cards
1.95%
+30c per transaction
Features
- check Pay now, recurring payments and payment plans available
- check Variable invoice auto debit
- check Schedule payments easily
- check Pass fees onto customer
- check No fee for declined payments
- check 2 business day rolling settlement
- check No monthly fees
- check Realtime sync with HubSpot
Connect your accounts in 30 seconds or less
All you need is a Xero, HubSpot and Pinch account to be on your way!
Remove admin burden
Remove unwanted time draining admin be a thing of the past. Spend more time supporting customers or closing sales.
One source of truth
Align your systems and remove the need to jump back and forth for payment information.
Payment notifications
Both successful and failed payments are shown in real time. Notify team members when payment events occur.
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Financial insights directly in your CRM
Quickly and easily stay up to date with real-time financial insights directly within your CRM.
Keep your records up to date
Speed up your processes and let the information flow between Xero & HubSpot via Pinch in realtime.
Automate accounts receivable
Remove financial admin on tasks like reconciliation and let Pinch take care of those tasks.
Improve cashflow
Remove the need for someone to manually follow up with those awkward conversations and collect payments in a more effective way.
Customer experience
Allow your customers to pay you with ease via credit card or direct debit. Alongside, offer the ability to pre-approve invoices or payment thresholds and provide the option for payment plans and milestones for larger invoices.