Getting Started

Sawfish is designed to simplify your invoicing process, integrate seamlessly with Xero, and save 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 Process

Head over to Onboarding of Sawfish and complete the four easy onboarding steps. This ensures that your account is fully set up and ready to manage your invoices.

Step 2: Set Up Invoice Email Reminders

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

Step 3: Disable Xero’s Invoice Reminders

Log in to your Xero account, go to Invoice Reminders, and disable Xero’s automatic invoice reminders. Sawfish will handle reminders on your behalf to avoid duplicate emails.

Step 4: Raise and Approve Invoices in Xero

Now you’re ready to create your first invoice in Xero. Here’s how:

  1. Create a new invoice in Xero as usual.

  2. When the invoice is complete, click ‘Approve’.
    Important: Do not send the invoice from Xero.

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