Changelog

July 31st, 2026 - CreditGuard monitoring, team access controls & agreement recovery

CreditGuard

Ongoing credit monitoring for your clients, not just a one-off check.

• Daily monitoring alerts. When a monitored client’s credit position moves, Sawfish emails your organisation with what changed and how serious it is. Alerts also appear on your dashboard and on the client’s record.
• Per-user email control. Each team member can opt out of CreditGuard alert emails from their team profile - monitoring keeps running, only their notifications stop.
• Downloadable credit report. Generate a PDF credit report for any client from the credit score tab.
• Clearer risk grading. Client risk is presented on an A1-F scale with a redesigned gauge and score history chart.
• Refresh and re-run. Refresh a client’s credit data once a check completes. If a paid check returns blank data, you can re-run it at no extra cost.
• Filter your client list by credit check and credit monitoring status.

Team & access control

• User access controls. Manage what each team member can reach, with the account holder’s role protected from edits.
• Organisation access is now enforced on every request. If you’re removed from an organisation, access ends immediately rather than lasting until you switch away.
• A clear blocked state replaces confusing empty screens when you no longer have access to the organisation you were viewing.
• Team management fixes - accurate member status and a working remove-from-team action.
• Joining a team now collects your first and last name, and password reset emails send reliably.

Agreements

• Update the payment method on an active agreement. If a scheduled payment fails, the payment method can be corrected without re-issuing the agreement.
• Client View is always available in the agreement admin, not only before sending.
• Fixed an agreement client view that could not be scrolled.

Invoicing & email

• Choose which team members receive the invoice-paid notification.
• Description-only line items are allowed when editing an invoice.
• System emails now use consistent Sawfish branding, with layout fixes for Gmail.
• PayID payments register under the organisation’s name rather than the client’s.

July 7th, 2026 - Invoice discounts, voiding & smarter approvals

Discounts

• Per-line discounts on invoices, entered as either a fixed amount or a percentage.
• Discounts appear on the invoice PDF, both downloaded and emailed.
• Line-item discounts are supported in the accounting API for integration partners.

Invoice actions

• Void an invoice through a dedicated action that also voids it in Xero.
• Delete draft invoices and void pending ones from the invoice header menu.
• Approve dropdown replaces the single “Approve and Send” button, so you can approve without sending. Sawfish tells you when an approved invoice won’t auto-send because today’s scheduled time has passed.
• Re-send invoices that have already been approved.
• Manage attachments while editing an invoice.

Invoice editing

• Editing an invoice now opens a real edit screen that keeps the invoice’s actual status instead of reverting it to draft.
• Line-item descriptions are multi-line and grow with their content.
• Negative line amounts are supported.
• Due dates fill in automatically from the selected client’s payment terms.

Elsewhere

• Card payments moved to hosted payment fields, so card details never pass through Sawfish.
• Detailed invoice PDF layout applies to the “detailed” template.
• Batch payment invoice numbers are clickable, and the payee and description show in your transactions list.
• Contacts can be flagged to be included in all email communications.
• Timeline entries show the payment method used, and all times display in your local timezone.

June 19th, 2026 - A new look for Sawfish, plus wallet payments

Rebrand

Sawfish has been redesigned to match the new Sawfish brand - new typography, a warmer background, and a refreshed button and card system throughout the app.

• Redesigned dashboard with reworked summary cards and evenly sized widgets.
• Redesigned settings, client and invoice screens.
• Responsive throughout. A collapsing top navigation, mobile list cards, and mobile layouts for agreements, invoices and batch payments.
• Browser tab titles now name the page, invoice or client you’re viewing.

Apple Pay & Google Pay

Customers can pay invoices with Apple Pay or Google Pay, alongside card, PayID, PayTo and bank transfer.

Dashboard & payments

• Credit Limit Tracking widget with CSV export.
• Payouts - view all payouts in a popup from the dashboard, and see your wallet balance on the payments page.
• Clicking a payment row opens the related invoice.
• Payment method icons and labels across payments, including Windcave Tap to Pay.

Reminders & messaging

• Insert email and SMS variables at the cursor position while editing a reminder.
• Choose SMS recipients from client contacts or enter a number manually.

Administration

• Super admin area with organisation impersonation, organisation editing, and read/edit screens for transactional fees, funding rates and the risk matrix.

May 15th, 2026 - Tap to Pay on iPhone

Take contactless card payments directly on an iPhone - no card reader required.

• Register your device from Settings, then accept payments against any invoice.
• Tap to Pay opens straight from a push notification, even if the app has been closed.
• Receipts are issued on completion.
• Available on iPhone, powered by Windcave.

Signing in

• Biometric sign-in on mobile, with sessions that stay valid for longer so you sign in less often.
• Two-factor codes submit automatically once all six digits are entered.

March 27th, 2026 - Batch payments, online agreements & invoice reminders

Batch payments

Customers can settle several outstanding invoices in a single payment.

• Pay by credit card, PayID or PayTo.
• Access is protected by an emailed access code.
• Batch payments sync to Xero and MYOB, and appear in your transactions list.

Agreements

• Public agreement review and signing - customers open, review and sign an agreement online.
• Customers add a payment method as part of signing, with PayTo validated before the agreement is signed.
• Ongoing agreements validate their end date, and expiry is only applied to agreements that have actually been sent.

Invoice reminders

• Automated invoice reminders by email and SMS.
• Reminder content is editable per organisation.

Also in this release

• Void an invoice and have the change reflected in your accounting system.
• Control manual asset syncing from Xero and MYOB.
• Public invoice, agreement and batch payment pages were hardened to return only the information needed to display them.

January 30th, 2026 - Client self-onboarding & instant payouts

Client self-onboarding

Invite a client to confirm their own details instead of chasing them yourself.

• Send an onboarding invitation from the client record.
• The client completes a guided form covering their organisation details, additional contacts, and requested payment terms and credit limit.
• Review what they changed side by side against your current record, then approve to apply it.
• Both you and the client receive confirmation once onboarding is complete.
• A banner on the client record tracks invitations still outstanding.

Payouts

• Instant payouts - request a payout on demand rather than waiting for the scheduled run.
• Payout runs now happen twice daily.
• Weekly payout reports, with control over which email addresses receive them.
• Top-up history is included in your organisation usage view.

Also in this release

• Contracts return an expiry flag so expired agreements are clearly identified.
• Public invoice links are protected by signed URLs.
• Client search covers non-customer clients.
• Credit limits are captured when creating a client.

January 8th, 2026 - [Widget] Description and failed reason

The payment form now accepts a description field, which is stored as a string in the Sawfish dashboard. This helps match transactions with work orders, purchase orders, or invoices.

When a credit card payment fails, the end user receives a friendly message, while more detailed error information is saved against the failed transaction in the Sawfish dashboard.

November 20th, 2025 - Updates to Agreements, Invoicing & Payments

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.