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How-to Article | Pre-Approval Settings and Email Customisation

Blake Davies
  • Updated
  1. Log into your Pinch account.

    https://app.getpinch.com.au/account/login


  2. Click on Config from the left menu.

    config_menu_button.PNG


  3. Click on the Pre-Approval Settings tab.

    Pre-Approval_Settings_tab.PNG


  4. Choose if you would like to automatically send a Pre-Approval Request to all new Payers that get added into Pinch.  This will only affect new Payers added to Pinch after this setting has been turned on.

    send_pre-approvalto_all_payers_downloaded.PNG


  5. You can add a URL in the Pre-Approval Terms and Conditions Link to any Terms & Conditions you might want to include for your Customers to agree to when signing up for Pre-Approval (this is optional and can be left empty). 

    pre-approval_terms_link.PNG


  6. Use the Maximum Automatic Payment Amount Threshold to control which Payments get automatically debited under Pre-Approvals.  If this is set to $0, all Payments will be debited automatically under if the Payer Pre-Approved, if you set a $ value, only Payment under that amount debited automatically.  Payments over the Maximum Automatic Payment Amount Threshold that have an Active Pre-Approval can still be debited but require you to manually Process them via the Payments page.

    auto_debit_threshhold.PNG


  7. After making any updates or changes to your Pre-Approval Settings in Pinch, click the Save Changes button. 

    save_changes_button.PNG


  8. Click on the Emails tab.

    Emails_tab.PNG


  9. The Pre-Approval Request Subject is the email subject that will be used for emails sent from Pinch that invite your Payers to activate their Pre-Approval.  Leave this blank for the default email subject to be used instead. 

    pre-approval_request_subject.PNG


  10. The Pre-Approval Request Message is the email message content that will be used for emails sent from Pinch that invite your Payers to activate their Pre-Approval.  This email message will be followed by a Pre-Approval signup link in the email that is sent to your Payers.  Leave this blank for the default email message to be used instead. 

    pre-approval_request_message.PNG


  11. You can add a file to the Pre-Approval Request Attachment if you would like to include an attachment in the emails sent from Pinch that invite your Payers to activate their Pre-Approval.  This might Terms & Conditions, a club roster, or even an order form (this is optional and can be left empty). 

    pre-approval_request_attachment.PNG


  12. The Pre-Approval Confirmation Subject is the email subject that will be used for emails sent from Pinch to your Payers confirming the successful activation their Pre-Approval.  Leave this blank for the default email subject to be used instead. 

    pre-approval_confirm_subject.PNG


  13. The Pre-Approval Request Message is the email message content that will be used for emails sent from Pinch to your Payers confirming the successful activation their Pre-Approval.  This email message will be followed by a Pre-Approval update link in the email that is sent to your Payers where they can update their details in the future.  Leave this blank for the default email message to be used instead. 

    pre-approval_confirm_message.PNG


  14. You can add a file to the Pre-Approval Request Attachment if you would like to include an attachment in the emails sent from Pinch that confirm the successful activation of your Payers Pre-Approval.  This might Terms & Conditions, a club roster, or even an order form (this is optional and can be left empty). 

    pre-approval_cofnirm_attachment.PNG


  15. After making any updates or changes to your Pre-Approval Settings in Pinch, click the Save Changes button. 

    save_changes_button.PNG


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