ApproveThis manages your OneBill Integration approvals.

When Approval Management Meets Billing Chaos

Let’s be real: billing approvals are where productivity goes to die. Finance teams chase down managers for invoice sign-offs. Sales leads rot in inboxes waiting for someone to hit “approve.” And God help you if an approver’s on vacation. This is why pairing ApproveThis with OneBill isn’t just smart – it’s borderline survivalist. You get a billing platform that knows subscriptions inside-out, plus an approval system that actually works like you wish your coworkers would. No more spreadsheets. No more “I thought YOU approved that.” Just clean, auditable processes that keep revenue moving.

What Happens When You Plug Approval Automation Into Billing?

OneBill handles the money stuff – recurring invoices, subscription tiers, customer portals. ApproveThis handles the human stuff – getting the right eyes on decisions, routing requests intelligently, and not letting things vanish into the approval Bermuda Triangle. Together via Zapier, they turn billing operations from a liability into an autopilot system. Think: invoices that kick off approval chains the second they’re generated. Or new clients getting onboarded the moment their contract gets the green light. It’s billing, but without the bottleneck ballet.

Real Companies Actually Using This (And Why)

SaaS Companies: Every new enterprise plan needs VP sign-off. Connect OneBill to ApproveThis, and those $20K/month contracts route straight to legal and finance before the invoice ever lands. Miss a detail? The approval gets bounced with comments, not a month-late angry email.

Marketing Agencies: Client wants to add 5 seats to their retainer? Approval requests auto-generate with scope change details. Once approved, OneBill updates their subscription AND notifies the account team. No more service creep eating into margins.

Healthcare IT Vendors: Compliance requires two department heads to approve any invoice over $10K. ApproveThis enforces the rule, logs every decision, and pushes approved invoices to OneBill for payment. Auditors get bored and leave quickly.

Building Your Own “Set It & Forget It” Approval Flow

Using Zapier, connect ApproveThis and OneBill in under 15 minutes (we timed it):

1. In Zapier, set OneBill’s “New Invoice” as the trigger
2. Map critical fields – amount, client, due date – to an ApproveThis request
3. Define approvers (Pro tip: Use Approval Groups if you need consensus)
4. Add conditional logic – like auto-approving invoices under $1K or escalating past-due items

Once live, approvers get emails they can OK/reject without logging into OneBill. Huge for external partners or execs who “don’t do new software.”

The Hidden Perks You’ll Actually Care About

Approval Thresholds: Let’s say invoices under $5K auto-approve. Anything higher goes to the CFO. ApproveThis handles the split, so you’re not babysitting.

Vacation Coverage: CFO skiing in the Alps? Approval rights temporarily shift to their VP. No stalled invoices, no frantic Slack searches.

Calculated Fields: Automatically flag invoices that exceed 10% of a client’s average spend. Approvers see the alert upfront, no mental math required.

Why Finance Teams Stop Yelling at You

When ApproveThis and OneBill share data, finance gets:

• Audit trails showing who approved what, when, and (optionally) why
• Real-time dashboards tracking pending vs. approved invoices
• Auto-synced approval comments into OneBill for dispute resolution

Translation: Month-end close stops being a horror show. AP doesn’t have to play detective. And CFOs can actually take a lunch break.

The Sales Angle You Didn’t See Coming

Here’s where it gets cool. When ApproveThis detects a finalized contract approval, it can trigger OneBill to:

- Create a new client subscription
- Generate the onboarding invoice
- Add the customer to a high-tier support plan

Your AE doesn’t lift a finger. The deal closes, and the client gets a billing email before their Zoom room even closes. Speed matters, and this combo delivers.

“But We Have Custom Billing Rules!”

ApproveThis handles edge cases without coding. Example: A client’s MSA requires COO approval for any invoice over $50K. Build a workflow that:

1. Checks invoice amount in OneBill
2. Routes to COO only if >=$50K
3. Includes a custom field for contract clause reference

All without involving IT. Finance ops can tweak the logic as contracts evolve.

The Obvious Question: Why Not Just Use OneBill’s Built-In Approvals?

OneBill’s okay for basic OKs. But if you need multi-tiered approvals, delegation, or to involve people outside your billing system? ApproveThis is the muscle. It’s built for complex governance without making users jump through hoops. Plus, approvers don’t need a OneBill license – huge when dealing with external partners or board members.

Getting Started Without the Headache

1. Sign up for ApproveThis (free trial covers this)
2. Connect to OneBill via Zapier
3. Clone a pre-built template (invoice approvals, contract reviews, etc.)
4. Test with a non-critical invoice
5. Let it rip company-wide once confident

Biggest advice? Start with one pain point – like invoice approvals – then expand. You’ll spot other use cases once the system’s in play.

The Bottom Line for Grown-Up Companies

If you’re scaling past 50 employees, ad-hoc approvals will cripple you. ApproveThis + OneBill via Zapier acts like a billing governance layer – one that doesn’t slow things down. Finance stays compliant. Sales moves faster. Clients don’t get invoicing surprises. And you? You get to stop herding cats and actually focus on work that matters.

Next step: Book a 10-minute demo or start a free trial. Worst case? You finally get approvals out of your inbox. Best case? You look like the ops genius we both know you are.