How Invoice Sync Works

Sawfish is built so you can raise invoices wherever suits you - Sawfish, Xero, or MYOB - and everything stays in sync.

The flow

• Create anywhere. An invoice raised in Sawfish is written to your connected accounting system, and an invoice raised in Xero or MYOB appears in Sawfish automatically.
• Approve anywhere. Approvals flow through in both directions.
• Sawfish sends. When an invoice is approved, Sawfish delivers it to your client with payment options attached, and runs the reminder schedule.
• Payments write back. When the client pays, Sawfish records the payment against the invoice in Xero or MYOB and reconciles it to your payment reconciliation account.
• Voids write back too. Void an invoice in Sawfish and it’s voided in your accounting system.

One rule: never send from Xero or MYOB

Create and approve wherever you like - but let Sawfish send. Sending from your accounting system bypasses the payment link, reminders, and tracking. Turn off invoice reminders in Xero/MYOB as covered in the setup checklist.

Running without an accounting system

Standalone organisations get the same invoicing - Sawfish manages the account codes, tax rates, and invoice items itself. If you connect Xero or MYOB later, existing data syncs across and their chart of accounts takes over.

MYOB invoice types

MYOB distinguishes invoice types (Item, Service, Professional, Time Billing, Miscellaneous). Sawfish lets you set the type used for synced invoices under Settings → Invoice Settings, so invoices land in MYOB the way your ledger expects.

In this section

• Creating an invoice
• Approving and sending
• Editing, voiding and deleting
• Reminders and notifications
• The invoice PDF