Once you applied for Pinch Payments you will need to configure the Payment Platform as per your Business Requirements. This process includes the following steps:

• Choose the type of accepted payments (Bank Account and Credit Cards)
• Choose whether to on-charge or absorb the fees and charges
• Set up a payment amount threshold
• Invite additional Users

Set Up Accepted Payment Methods and Surcharge Fees

1. Click on the [Config] Tab > [Getting Paid]
   
   è  The Getting Paid screen
   
   
   
   
2. Select the type of Payments you wish to accept and how you want to manage the Pinch Payment fees and charges
   
   è  Every time you enable/disable an option a confirmation message will appear
   
   
   
   
3. Once you have selected your Account and Fees On charge preferences click on [Save Changes]

Set Up a Maximum Payment Threshold

1. Select the [Pre-Approval Settings] Tab
   
   è  The Pre-Approval settings screen
   
   
   
   
2. In the Maximum Automatic Payment Amount Threshold type the Payment limit
   Note: if you type 0 this will automatically process all payment amounts.
3. Click on [Save Changes]

Invite Users

When you apply for Pinch Payment the name and email address you add as part of the application will automatically be set up as the main Admin User. To add more users, follow these steps:

1. Select the [Users] Tab
   
   è  The Users screen
   
   
   
   
2. Click on [Create New User]
   
   è  The Create / Modify User screen opens
   
   
   
   
3. Enter the new User Name details and password then click on [Save Changes]
   
   è  The new User is created and an email notification is sent to the user