Pinch Payments is Australia's most trusted payments platform for small businesses. Set your customers up on automatic payments and say goodbye to chasing overdue invoices. 

At Pinch we aim to eliminate late payments as a burden for all Aussie service businesses. Payments technology by real people.

Pinch Payments

Join us for a live walkthrough of how OnboardMe and Pinch work together to automate client onboarding and get you paid at the moment of engagement.

In this session, you’ll see how service businesses and accounting firms use OnboardMe to create branded, compliant proposals that include payment terms, and how Pinch handles secure payment collection by card or bank. The result is a single link that lets your client accept, pay, and kick off the work with no follow-up or manual invoicing.

We’ll show what the client sees, what your team manages in the background, and how this setup supports real-world complexity like recurring billing, plan changes, refunds, and multi-entity clients.

**You’ll learn:**

*   How to create and send branded client engagements with built-in payment collection
*   What clients see when they accept and pay in one seamless flow
*   How to automate recurring billing, refunds, and reconciliation
*   How to manage payments across multiple entities using a single source
*   What tools are available today and what’s coming next, including smarter billing and secure client update links

Whether you handle onboarding, manage accounts, or support businesses that do, this webinar will give you a clear picture of how modern engagement and payment automation can work for you.


How OnboardMe and Pinch Automate Engagements and Payments

**Tired of chasing payments after the work’s already done?**

For mobile service businesses, it’s a familiar story: a technician visits the site, does a great job, leaves an invoice… and then waits.

Payments get delayed. Clients forget. Admin teams spend hours following up. And cash flow takes the hit.

The problem? Most service businesses don’t have a reliable, scalable way to collect payment or even payment details while on-site. But they could. And it doesn’t have to be complicated.

In this webinar, Cameron Taylor from Pinch will show you how to arm your entire business. From technicians on the ground to your admin team in the office, with a payment-first mindset that stops late or missed payments before they happen.

**You’ll learn how to:**

*   Shift from “free quote and hope” to a 100% pre-approval model
*   Equip your field team to take payment or set up approvals on the first visit
*   Use saved payment methods to automate future billing
*   Remove the need for manual invoice follow-up
*   Help your clients do the same if you’re an accountant or advisor

We’ll also walk through a real-world example from the pool servicing industry, showing how one business used Pinch to stop chasing payments and take control of cash flow.

If you run a service-based business or support clients who do, this webinar will help you build a more secure, scalable payment process.

**Register now and start arming your team with the tools to get paid properly, every time.**


Collect payments faster with on-site approvals and saved payment details

Are you new to Pinch or just looking to make sure you're getting the most out of it? Each month join our Customer Success team as we go over the things you need to know to get the most out of Pinch.

We will help you better understand not only what Pinch can do, but how to get it done!


Merchant Masterclass

Join Cameron and Lee Salisbury, the Pool Shop Coach, for a deep dive into the Pinch Payments system to showcase all of the fantastic features that ensure you get paid on time!


The Pool Shop Coach - Pinch Payments

Speakers

Cameron Taylor

Project Education Lead

Lee Salisbury

Founder

Replays

How OnboardMe and Pinch Automate Engagements and Payments

Collect payments faster with on-site approvals and saved payment details