Review and approve an AI draft
Save wording, check the final email and approve only the exact revision you reviewed.
Open AI review queue for drafts across accessible invoices, or Invoice → Follow-ups → Drafts awaiting review for one invoice. Standalone drafts use Prepare draft for later. A due AI-assisted sequence step prepares a draft automatically and waits.
Review safely
- Choose Review & approve.
- Edit the subject or message if needed. Leave financial facts and payment instructions out of AI wording.
- Save wording changes. This creates a new revision, not an approval.
- Select a mailbox where allowed and preview the complete email.
- Check recipient, balance, signature and design.
- Approve only when ready.
Edits clear the previous preview. Save and preview again before approval.
Queue or schedule?
- Approve & queue email: standalone draft; sends through the normal queue.
- Approve & schedule: sequence draft; keeps its pinned mailbox, design and sending rules.
Neither button proves delivery. Check sending history afterwards.
Stale or fallback drafts
A changed balance, recipient, invoice revision or expired review period can make a draft stale. Read the reason and choose Regenerate draft to use current details. The replacement still needs approval. Regeneration may incur AI usage. Paused or cancelled sequence steps may need attention before regeneration is allowed.
A labelled fallback also needs review. Rejecting a sequence draft skips that step; it does not send the draft.
Review from an email notification
A new draft can notify its intended reviewer by email. Open the link and sign in with that same account, including two-factor authentication where enabled. Opening the link never approves or sends anything. Review the complete message and explicitly approve or reject. Links expire after 24 hours; edits or earlier decisions can invalidate them. Use the portal queue if the link is stale.