Pinch Payments integration overview

Annature's integration with Pinch Payments lets you capture a recipient's payment method at the same time they sign. When you add a Payment Method field to an envelope, the recipient provides their card or bank account details directly within the signing flow — securely tokenised through Pinch — and you can charge that payment method later, either manually or automatically against a Xero invoice.

This removes the back-and-forth of chasing payment details after a document is signed, and means you've got a saved payment method ready to go the moment the recipient finishes.

How it works

Pinch sits behind the Payment Method field in Annature. When a recipient enters their card or bank details during signing, that information is sent straight to Pinch and stored as a tokenised pre-approval against your Pinch account — Annature never sees or stores the raw payment details.

From there, you have full control over when the payment is charged. You can trigger a charge manually from the Annature dashboard, or if you also have the Xero integration connected, you can set up automatic payments that debit your client when their Xero invoice falls due.

What you can collect

When configuring the Payment Method field, you can choose which payment types the recipient is allowed to provide:

• Card — credit or debit card, including AMEX

• Direct debit — bank account details for BECS direct debit

• Both — give the recipient the choice of either option

You can also mark the field as required or optional. If required, the recipient must provide a payment method before they can complete signing.

Pay-as-you-go pricing

Pinch operates on a pay-as-you-go model with no lock-in contracts or ongoing subscription fees. You only pay when a payment is processed, which makes it straightforward to start small and scale up as your needs grow.

What you'll need

You'll need an active Pinch Payments account and must be the Owner of your Annature organisation to connect an integration. See Connecting to Pinch to get started.