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OnboardMe + Pinch Payments
Get paid the moment a proposal is accepted. Collect by card or direct debit, automate recurring billing, and reconcile straight into your ledger.
What syncs
What moves between OnboardMe and Pinch Payments.
Payments ⇄ both ways
Card and direct debit payments on proposals and bills.
Invoices → to Pinch Payments
Paid invoices and transfers reconciled to your ledger, net of fees.
How it works
How OnboardMe works with Pinch Payments.
Step 1
Set up payments
Complete merchant onboarding inside OnboardMe. No separate sign-up.
Step 2
Collect on acceptance
Clients pay upfront or save a card or bank account as they sign.
Step 3
Bill automatically
Recurring bills are collected automatically on their dates.
Step 4
Reconciled
Payments mark invoices paid and transfers reconcile to your bank account.
Setup
Getting connected
Set up under Settings → Business → Payments. Your branding, your terms.
- Upfront or recurring billing, with optional surcharging of card and debit fees.
- Flexible follow-ups for missed payments.
- Already have a Pinch account? Link it instead of signing up again.
- Card only in New Zealand.
- Works with Xero, QuickBooks and MYOB Business.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
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