ApproveThis manages your Pinch Payments Integration approvals.

When Payments Meet Approval Muscle

Let’s cut through the corporate jargon: financial approvals suck when you’re manually chasing signatures via email. Especially when you’re dealing with direct debits, recurring invoices, and payers across Australia. That’s where pairing ApproveThis with Pinch Payments via Zapier changes the game. Think of it as giving your finance team robotic arms – minus the weird sci-fi vibe.

Why This Combo Works

Pinch handles the money moves – collecting payments, managing subscriptions, processing invoices. ApproveThis handles the gatekeeping – deciding who gets to approve what, when, and how fast. Together through Zapier, they automate the entire "Should we take their money?" to "Yes, take their money" process.

Pinch Payments’ Sweet Spot

PCI compliance? Check. Handling direct debits like a pro? Obviously. But their real value kicks in when you’re dealing with recurring billing or high-volume transactions across APAC. The catch? Someone still needs to greenlight new payers, large payments, or subscription changes. Which is where things usually bottleneck.

ApproveThis’ Approval Firepower

Custom approval chains that auto-route based on dollar amounts. Email approvals that don’t require another software login. Real-time tracking so you know exactly which payment request is stuck at Dave from Legal. And crucially – approvers don’t need a Pinch license. Big win when dealing with external partners or execs allergic to new tech.

Real-World Workflows That Don’t Suck

1. New Payer? Auto-Freeze Until Approved

The Problem: Onboarding new clients/vendors in Pinch? Finance teams waste hours verifying bank details, checking contracts, and chasing internal approvals before activating accounts.

The Fix: When Pinch detects a new payer, Zapier fires an ApproveThis request with all payer details. Approval chains can include:

• Compliance checks by legal
• Credit limit approvals by finance
• Final activation by accounts receivable

Example: A Sydney-based SaaS company uses this to validate 200+ new free trial users weekly. Approvers get email links – no login required. Result? Reduced fraudulent signups by 40%.

2. High-Risk Payments Get Instant Scrutiny

The Problem: Real-time payments over $10k? CFOs lose sleep over these. But manually monitoring Pinch transactions is like watching paint dry.

The Fix: Zapier triggers an ApproveThis workflow whenever Pinch processes a payment meeting your risk thresholds. Approval groups get:

• Payment amount + payer history
• Linked invoices/documents
• One-click approve/deny from email

Example: A Melbourne equipment rental firm auto-flags any same-day payments exceeding $15k. Their finance lead approves via iPhone while inspecting a bulldozer. True story.

3. Subscription Changes That Don’t Require 7 Meetings

The Problem: Clients upgrading/downgrading plans in Pinch? Sales teams hate waiting for finance to OK contract changes.

The Fix: When an ApproveThis request gets approved (say, for a plan upgrade), Zapier pushes the update to Pinch. Include:

- New pricing tiers
- Prorated charges
- Approval audit trails

Example: A Brisbane MSP slashed subscription change processing from 3 days to 45 minutes by routing requests through ApproveThis’ conditional workflows.

Why Your Teams Will Actually Use This

Finance Teams: Escape Spreadsheet Hell

Auto-route payment approvals based on amount thresholds. $5k goes to department heads. $50k+ escalates to CFO. All tracked in ApproveThis’ dashboard with timestamps. Plus, vacation delegation means no more “Jenny’s on leave” excuses.

Sales Ops: Close Deals Without Chasing Approvals

New client wants custom billing terms? Start the approval process directly from Pinch payer records. Sales gets SMS alerts when legal signs off. Bonus: Calculated fields auto-adjust prorated amounts for approval accuracy.

Compliance: Audit Trails That Don’t Require a PhD

Every Pinch payment or subscription change ties to an ApproveThis log showing who approved what, when, and why. Exportable as CSV for regulators. No more frantic email searches before audits.

Setting This Up Without Losing Your Mind

1. Zapier Account: If you don’t have one, sign up (takes 2 minutes).
2. Connect Pinch: Link your Pinch Payments account via Zapier’s auth.
3. Add ApproveThis: Use your existing ApproveThis credentials.
4. Pick Your Trigger: “New Payer in Pinch” or “Payment Over $X” work best.
5. Map Custom Fields: Pull Pinch data into ApproveThis requests (payer ID, amounts).
6. Test with $1: Run a test transaction to confirm approvals route properly.

The Nuts & Bolts You Care About

Cost: No extra fees. You’re already paying for Zapier/Pinch/ApproveThis – this just connects them.
Security: ApproveThis doesn’t store Pinch data – it just passes approval statuses.
User Limits: Approvers don’t count against your Pinch seat count. Huge for external partners.

When to Use This vs. Going Manually

Use This Integration If:
- You process 50+ payments/subscriptions monthly
- Multiple departments touch financial approvals
- You’ve had compliance near-misses from manual errors

Don’t Bother If:
- All payments are under $1k with single approvers
- You enjoy forwarding approval emails 17 times
- Audits are your idea of fun

Bottom Line: Cut the Approval Fat

Linking ApproveThis and Pinch via Zapier isn’t about being fancy – it’s about eliminating the 37 approval-related emails cluttering your inbox daily. For Aussie businesses scaling past 50 employees, this is how you approve payments without becoming a bureaucratic nightmare.

Next Step: If your finance team’s Slack is 50% “Who approved this?!”, book a 15-minute demo. We’ll show how to auto-route Pinch approvals while keeping your casual Friday vibe.