Pinch Payments

Annature's integration with Pinch Payments allows you to capture customer payment methods and e-signatures in a single step. Recipients can provide their card or bank details directly within the signing process, with payment information collected securely through Pinch.

Connecting Pinch Payments

1. Go to Settings > Integrations.

2. Click Connect under Pinch Payments.

3. Enter your Merchant Id, Secret Key, and Publishable Key.

4. Click Connect.

To find your API keys, log in to your Pinch Payments account and navigate to the Integrations section.

Sending an envelope with payment collection

1. Click Send envelope and upload your documents.

2. Add your recipients.

3. Click Prepare documents.

4. Drag the Payment Method field onto the document where you want payment details collected.

5. Choose which payment methods the recipient can use: card only, direct debit only, or both (default).

6. Click Save changes, then Send envelope.

Signing an envelope with payment collection

When a recipient opens an envelope that includes a payment field:

1. They click Review document from the email notification.

2. Click Click to begin to start signing.

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

4. After submitting, the payment field turns green. Once all required fields are complete, they click Finish signing.