How-to
How do you approve invoices without giving everyone a login?
To approve invoices without handing out logins, use email approvals: send the invoice to the approver, they click approve or reject in the email, and the record updates. No account, no new tool to learn. It fits the person who signs off but never opens the finance app.
1. Extract and check the invoice first
Before anything goes for sign-off, the invoice is read into verified fields, vendor, amount, dates, line items, each with a confidence level. The approver is deciding on clean data, not squinting at a PDF.
2. Send it to the approver
Route the invoice to whoever needs to approve it. They get an email with the details and two buttons.
3. They click approve or reject
The approver clicks approve or reject right there. No login, no password reset, no seat to provision. This is the point: the partner, owner, or manager who signs off does not have to live in the tool.
4. The record updates
The decision is recorded against the invoice, so you can see what was approved, by whom, and move it toward payment.
Common questions
Does the approver need an InvoiceJet account?
No. That is the whole point of email approvals: they click approve or reject from the email with no account required.
Keep reading
Turn your next invoice into verified data
Free for 10 invoices a month, no card. Every field carries a confidence level and cites its source.