Pooltrackr now supports a new, seamless way to accept payments using Pinch, enhancing your invoicing process with convenience and automation.
What is Pinch Integration?
The Pinch integration allows you to:
Accept single payments directly from your invoices.
Create pre-approved payment requests to automate payments for future invoices.
Process payments for both individual invoices and batch invoices effortlessly.
How to Enable Pay with Pinch
To use this feature, follow these steps:
Xero Integration
Ensure that your Pooltrackr account is directly integrated with Xero.
Navigate to Setup → Integrations → Xero to verify or enable the connection.
Pinch Account
Sign up for a Pinch account (if you don’t already have one).
Contact our support team to enable Pinch integration in your Pooltrackr account.
Using the Pay with Pinch Button
Once enabled, the Pay with Pinch button becomes available for invoices:
Individual Invoices:
Go to Operations → Invoicing → Invoices.
Select an invoice and click Invoice Details from the menu actions.
The Pay with Pinch button will be visible if the invoice meets the criteria.
Batch Invoices:
Go to Operations → Invoicing → Batch Invoices.
Select an invoice and click Invoice Details from the menu actions.
The Pay with Pinch button will be visible if the invoice meets the criteria.
Requirements
To use the Pinch integration, ensure the following:
Your Pooltrackr account has an active Xero connection.
You have a Pinch account set up.
The integration has been enabled by the Pooltrackr support team.
Key Benefits
• Simplified Payments: Accept payments directly from your invoices without switching platforms.
• Automation: Automate recurring payments with pre-approved requests.
• Flexibility: Manage payments for both individual and batch invoices effortlessly.
Don't hesitate to get in touch with our support team for further assistance or to enable the Pinch integration. We’re here to help! 🎉