• Request the business to automatically debit all future invoices to the payment details entered when paying their Xero online invoices;
• Accept a Pre-Approval Request sent by the Business via email;
• Manage their payments using the Pinch Payments Customer Portal;

Request the Business to automatically debit future invoices

Customers can pay their invoices by using the Pay Now button from the Xero Online invoice. When they enter either their Bank Account or Credit Card details on the Xero Online invoice they can also opt to have future invoices automatically paid using these details.

è  The Credit / Debit Card Payment Details



è  The Bank Account Payment Details

By selecting the option: Debit me automatically for future payments / invoices and store my bank details, customers will allow the business to automatically debit future payments on the due date of the invoice.

Accept Pre-Approval Requests

Businesses can also send Pre-Approval Requests to their customers. The customer will receive the Pre-Approval request via email and have the ability to fill out their payment details and submit them to the Business. 

1. Open the Pinch Payments email request from your inbox
   
   è  The Pinch Payments email request
   
   
   
2. Click on [Activate Payments to #businessname]
   
   è  The Pinch Payments payment agreement screen opens
   
   
   
   
3. Select the payment option
   
   è  The Credit / Debit Card Payment Details
   
   
   
   è  The Bank Account Payment Details
   
   
   
4. Enter your address details (if blank) and either your Bank Account or Credit Card details then click on [Confirm Agreement >]
   
   è  A Confirmation message is displayed
   
   
   
   è  A Confirmation email is also sent to your inbox
   
   

Manage Payments through the Customer Portal

Businesses can also invite clients to use the Pinch Payments Customer Portal. The Customer Portal allows the customer to:

• Securely add or update their payment details
• Schedule invoices to be automatically paid
• Pay single or multiple invoices in a single transaction
• View and download both paid and unpaid invoices
• Update their contact details (which will also update in Xero)

Set up the Customer Portal

1. Open the Pinch Payments email request from your inbox
   
   è  The Pinch Payments email request
   
   
   
2. Click on [Activate Customer Portal]
   
   è  The Create Account screen opens
   
   
   
3. Type your email address and a password
4. Click on [Create Account]
   
   è  The Customer Portal Verification screen > Step 1 of 3
   
   
   
5. Enter your Full Name and Company name, then click on [Continue]
   
   è  The Customer Portal Verification screen > Step 2 of 3
   
   
   
6. Click on [Send Verification Email]
7. From your inbox enter the Verification code and click on [Continue]
   
   è  The Customer Portal Verification screen > Step 3 of 3
   
   
   
8. Enter your mobile number and then click on [Send Verification SMS]
9. Enter the verification code from your phone and click on [Finish and Go to Dashboard]
   
   è  A Confirmation email is also sent to your inbox
   
   
   
   
10. Click on the link: Customer Portal Login to login into your Customer Portal
11. Once you have successfully set up your access, you can start managing your invoices and payments directly via the Customer Portal