Aventide often drafts things for you: a follow-up on an overdue invoice, a contract to send, or something it wants to remember about your business. Anything Aventide drafts waits for you or a teammate to approve it before it goes out. It asks before it changes a business fact.

What sends on its own

A few things you set up send without a separate approval. These are booking confirmations and reminders, and the signed copy of a contract (to you and your client). A deposit invoice also sends on its own when you've ticked Send invoice automatically after signing on that contract.

Where drafts wait

  • Daily Brief: under Needs your attention, each draft has a Review button.
  • Business Hub: the Sidekick approvals card lists everything waiting.
  • Overview: drafts also appear under Waiting on you.
  • Sidekick: the bubble shows how many approvals are waiting.

Review a draft

  1. Click the draft, or its Review button. The full review opens over the page.
  2. Read what Aventide proposes to do and why.
  3. Edit the wording if you like. For a message, you can also click Redraft to have Aventide rewrite it.
  4. Click the approve button, such as Approve & send. Aventide does exactly what the review shows.
  5. Or click Not now. Nothing is sent.

Payment reminders that keep coming back

Aventide drafts a reminder when an unpaid invoice is 3, 7 and 14 days overdue. Not now skips only that one draft, so the next step brings a new one.

To stop them for one invoice, click Stop reminders for this invoice on the reminder's card. Aventide won't draft another reminder for that invoice. You can still send one yourself by opening the invoice in Money and clicking Chase payment.

See what you sent or dismissed

Click the clock button beside Sidekick approvals (on your phone, at the top of Approvals). It lists the last 60 days: what was sent, dismissed or expired, who did it and when. Click the clock again to go back.

A payment reminder you dismissed or stopped has a Restore button there. It puts the draft back in your approvals so you can review it as usual. Restore isn't offered once the invoice is paid, and it won't work while a newer reminder for the same invoice is waiting.

Memory suggestions

When Aventide wants to save or change a business fact, it asks first. These suggestions come together in one card that says how many are waiting. Open it to edit each one, then click Save to memory or Not now. You can also use Approve all or Dismiss all.

Email replies

Replies Aventide drafts for your email don't appear as approval cards. They wait in your Inbox instead. Your Daily Brief shows how many messages are waiting, with an Open inbox button.