OnboardMe has integrated with Pinch Payments to enable payment processing on our platform.
If you a new Pinch customer continue with this article.
To enable Payments in the OnboardMe Platform, navigate to Settings / Business/Payment Settings.
The Payment Settings screen allows you to determine if you want to accept payments in OnboardMe. All Payment options are disabled until a Payment Vendor is selected.
Selecting Pinch Payments will update the display to show the Pinch logo, unlock the additional payment settings as well as display the Set Up Account button.
When Clicking Set Up Account, you will be asked to confirm if you are an existing Pinch Payment Customer or not.
Click Create a new account. This will unlock the new account setup process.
Enter all the fields and click Set Up Account.
Once we have created your account with Pinch, we will notify you and automatically save any unsaved changes.
The system will now open the Manage Account Modal.
In order to confirm Identification, KYC and AML requirements, you will be required to upload information and documents into OnboardMe which are shared with Pinch.
When selecting Identity Document, we will ask you which contact you wish to attach this identity document to.
Once you have uploaded the document (and selected the contact), click Upload.
Once the document has been uploaded, the status will update to Uploaded.
Upload all the required documents to Pinch and click Done.
To edit your saved details, click the Update company or bank details button.
Here you can edit the Business Details you entered when setting up your new account, manage the bank account and add contacts.
Pinch Payments will process and verify your documents and email if any additional information is required.
Once you have received the confirmation email that your account has been activated, come back into the Payment Details section and click Refresh Status. It should show approved which will unlock payments in the OnboardMe platform.
Once Pinch and OnboardMe are connected, please make sure to follow this guide for configuring Pinch for Automated payments.
Best practices for taking Payments using Pinch Payments | onboardme help center
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