Skip to content
Sawfish Help

Welcome to Sawfish Help

Sawfish takes care of invoicing, payments, and client management for your business - on its own, or connected to Xero or MYOB. This guide shows you how to use all of it.

New to Sawfish?

Section titled “New to Sawfish?”

Start here:

  1. Create your account and sign in
  2. Set up your organisation
  3. Connect Xero or MYOB (optional - Sawfish invoicing works on its own)
  4. Run through the setup checklist
  5. Get to know your dashboard

Find what you need

Section titled “Find what you need”
  • Clients - adding clients, contact people, credit limits, and client self-onboarding
  • CreditGuard - credit checks, ongoing monitoring, and risk grades
  • Invoicing - creating, approving, sending, and syncing invoices with Xero and MYOB
  • Agreements - recurring payment agreements your customers sign online
  • Getting paid - cards, PayID, PayTo, Apple Pay and Google Pay, batch payments, and payouts
  • Settings - templates, branding, reminders, and fees - plus your team
  • The mobile app - Sawfish in your pocket, including Tap to Pay on iPhone

Need a hand?

Section titled “Need a hand?”

Email hello@sawfish.com.au or reach out via sawfish.com.au/contact.