Sending pre-approval authority for automated payments
In order to set up a customer with automated payments, otherwise known as a direct debit authority they will need to already be a payer in your integrated accounting system. i.e Xero
Once logged into your Pinch Payments account, select 'Payers' tab on the left panel.
There are a couple of ways to go about setting a customer up with automated payments. You can use the 'Search payers' search bar towards the top of the page. Search the customer's name and select it which will take you to their customer profile page as seen below.
From here you have two options. You can select the 'Payer Actions' button drop-down and select 'Send Pre-Approval', which will send the pre-approval form to the customer's email. Or you can select the 'Launch Pre-Approval Page' button, which will go to a separate page. Here you can copy and paste the website link address for this page and use it to send a personalised email to the customer to ask them to sign up.
Another way to send out pre-approval authority is to go back to the Payers page and select the green 'Manage Pre-Approvals' button. Here you can see the status of your pre-approvals and also search the customer and send them out by checking the check box on the right and selecting the green 'Send Pre-approvals' button. Make sure you search and drill down on the individual customer, so you don't accidentally send out pre-approvals to all your customers at once.
If you have any further questions on Pinch Payments, let us know.