Getting Started with Sawfish

Sawfish is designed to simplify your invoicing process, integrate seamlessly with Xero & MYOB saving you valuable time. Getting started is quick and easy. Just follow these steps, and you’ll be ready to send your first invoice in no time.

Step 1: Complete the onboarding steps

Complete Sawfish onboarding steps to set up your account and start managing invoices. Click below to get started.

Start Onboarding

Step 2: Set up invoice email reminders

Once you’ve completed the onboarding, navigate to the Invoice Settings page in Sawfish. Here, you can configure your email reminders to ensure your customers never miss an invoice.

Go to My Invoice Settings

Step 3: Turn off invoice reminders in your accounting software

Log in to your Xero or MYOB account and disable automatic invoice reminders. Sawfish will take care of reminders for you – this helps prevent duplicate emails being sent to your customers.

Xero:

MYOB:

Step 4: Raise and approve invoices in Sawfish, Xero or MYOB

You’re ready to create your first invoice - here’s how:

From Sawfish

  1. From Invoices click ‘Create New’, create invoice and click Approve & Email.

  2. The invoice will send from Sawfish and automatically synchronise back to your connected Xero or MYOB organisation.

From Xero or MYOB

  1. Create the invoice in Xero or MYOB as you normally would.

  2. Click ‘Approve’ once the invoice is ready.

    Important: Do not send the invoice manually from Xero or MYOB.

  3. Sawfish will automatically send the approved invoice to your client, ensuring a seamless experience.