Payment Method field

Once your Pinch Payments integration is connected, a new Payment Method field is available when you prepare an envelope. Dragging this field onto a document prompts the recipient to enter their card or bank details during signing, which are securely tokenised through Pinch and stored as a pre-approval against your Pinch account.

Adding the Payment Method field

1. Click Send envelope and upload your documents.

2. Add your recipients and click Prepare documents.

3. From the field toolbar, drag the Payment Method field onto the document in the location you want payment details collected.

   

4. Choose which payment methods the recipient can provide:

   • Card only

   • Direct debit only

   • Both (default)

   

5. Mark the field as required or optional. If required, the recipient must provide a payment method before they can finish signing.

6. Click Save changes, then Send envelope.

Notes: You can only add one Payment Method field per recipient. If you need to collect payment from multiple recipients on the same envelope, drop a Payment Method field against each one.

What the recipient experiences

When a recipient opens an envelope that includes a Payment Method field:

1. They click Review document from the email notification.

2. They click Click to begin to start signing.

3. When they reach the Payment Method field, a dialog prompts them to enter their payment details — either card details or bank details for direct debit, depending on the options you configured.

   

4. After submitting, the Payment Method field turns green to confirm it's been completed. Once all required fields are complete, they click Finish signing.

Where payment details are stored

Payment details entered by the recipient are sent directly to Pinch and tokenised against your Pinch account as a pre-approval. Annature never stores the raw card or bank account details — only a reference to the tokenised payment method in Pinch.

From your Pinch account, you can charge the saved payment method manually, or if you also have the Xero integration connected, set up automatic charges that debit the recipient when their Xero invoice falls due.

Related articles

• Pinch Payments integration overview

• Connecting to Pinch