Updates to Agreements, Invoicing & Payments

New Features & Improvements

Agreement Preview Before Sending

Organisation users can now preview an agreement before issuing it to a customer.

• A new Client View mode has been added.
• Only logged-in organisation users can access this preview before the agreement is sent.
• Ensures formatting, content, and branding appear correctly prior to delivery.

Email Reminder Preview

A new preview experience is available for email reminders.

• A Preview button has been added under Invoice Settings → Email Editor.
• Opens a separate window showing a full email layout.
• Displays the organisation’s logo and branding.
• Variable fields remain static, but layout and styling are fully visible.

Transaction Recording Enhancements

• Any transaction recorded in Xero or MYOB is now automatically added to the corresponding Sawfish transaction.
• Supports both cash and bank transactions.

Timeline Updates

• Improved how notification information appears in the timeline, especially for resolved items.

Invoice Number Generation

• Enhanced logic for generating the next invoice number to ensure more reliable sequencing.

Payment Method Controls & On-Charge Fees

• Added enable/disable options for Credit Card, PayTo, PayID, and Bank Transfer.
• Added on-charge fee support for Credit Card, PayTo, and PayID.
• Credit card on-charge fees can now be set per card type: Visa, Mastercard, and Amex.

Agreement Creation Improvements

• Contact details can now be updated during agreement creation.
• Updates sync directly to Xero and MYOB.