Pinch integration (payment plans/direct debit)

The Pinch integration is currently being reviewed. New connections to Pinch have temporarily been suspended until the review has been completed.

Members can pay their membership via a payment plan through the Pinch payments platform. Payments can be made via direct debit from a bank account, or recurring credit card payments.

To use this feature you will need to create a Pinch merchant account, this can done via the Membes admin. Information about Pinch’s merchant fees can be viewed on their website.

IMPORTANT: The Pinch console should only be used for reporting purposes. It cannot be used to create payment plans.

Any payment plans created in the Pinch console will not be visible within Membes and may result in your members being charged multiple times.

Set up a Pinch merchant account

To setup Pinch, you will first need to enable it via the Administration Access settings on your profile. On your profile, go to Other > Administration Access.

Go to the Configuration tab and select Finance > Create Pinch Account then save the changes.

You will need to log out of admin and then back in again for the changes to take effect.

To create your merchant account, click on the gear icon in the top right to access the Configuration menu.

From the menu on the left, you can go to Finance > Pinch Merchant Account, or alternatively scroll down to Integrations > Pinch Merchant Account.

Complete the form on the screen to create your merchant account.

Download the mandatory questionnaire and email it to Pinch using the links on the screen.

IMPORTANT: No funds will be settled to your account until this has been completed

Once you have submitted the form, you will see your merchant account is active.

You will need to enable the payment plan option on each Membership Type for members to be able to select this option. Instructions on how to do this can be found on the Membership Types page.

 

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