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What is InvoiceSherpa?
InvoiceSherpa is a cloud-based accounting solution suitable for small and midsize businesses. It helps users manage accounts receivable, payment processing, a customer portal and recurring payments.
Accounts receivable tools include custom reminders that can be sent via email or text message. Users can schedule alerts for invoices being paid, upcoming due dates and past-due invoices. Clients can view invoices, collect payments and communicate with users through the client portal. Payments can be collected via credit card or ACH using the InvoiceSherpa payment processing module users' existing payment processors.
The automated billing module allow users to customize each month for recurring services or products. InvoiceSherpa can integrate with accounting syste... read more
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User Review Highlights
4
14 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"InvoiceSherpa is very easy to implement across platforms like Quickbook and configure in the software."
"The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options."
"This software made it VERY easy to automate billing with automated payments and automated QuickBooks Online updates."
"Aside from the bugs, I really struggled with the interface, and having to click back and forth between multiple tabs to get the information I needed."
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How much does InvoiceSherpa cost?
* Sole Proprietor: $49.00/pm * Small Business: $99.00/pm * Enterprise: $199.00/pm * Advisor: * $149.00/pm * Consultant: $499.00/pm * Firm: $999.00/pm
Starting price
$49.00 per month
Free trial
Available
Free version
Not Available
Which features does InvoiceSherpa offer?
Core features:
Accounting IntegrationAccounts PayableAccounts ReceivableACH Payment ProcessingActivity DashboardActivity TrackingAging TrackingAlerts/NotificationsAPIAutomatic BillingShow more features +
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How easy is InvoiceSherpa to use and deploy?
InvoiceSherpa supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.
4/5 out of 14 Reviews
Showing 1 - 5 of 14 reviews
Matthew
Verified reviewer
Company size: 2-10 employees
Industry: Law Practice
Review Source: GetApp
February 2016
Track Customer Notifications; Get Paid.
Still in the free trial, but this software ROCKS!!! Easy to set up, Easy to use, seamless integration with billing software along with immediate response to support inquires.
Wayne
Company size: 2-10 employees
Industry: Consumer Electronics
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
August 2017
By far the best invoice reminder software available
It keeps track of invoices, so we don't have to.
Pros
Easy to use. Easy to set up. It does the work of an employee. Keeps track of our invoices, so we don't have too!
Cons
It would be helpful if this software had an option for snail mailing invoices to customers at intervals.
Response from InvoiceSherpa
Thanks for the review, we love what we do!
Replied August 2017
Anonymous
Company size: 11-50 employees
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
July 2018
Could have been good, but endless BUGS, speed issues
Pros
Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with. Initially, really great customer support.
Cons
The BUGS. OMG, hunting down glitches and bugs each month in my billing almost killed me. I had months where subscriptions randomly wouldn't get charged, or the payment would get recorded 2x, the charge amount would be off, or even where customers NOT on autopay got auto-charged - yikes! The deposit report was completely unreliable and inaccurate, such that I had to get direct login access to the payment gateway to be able to do my reconciliation. Tracking down what had and hadn't happened each month was worse than running my subscriptions manually! I kept on hoping that the bugs would get ironed out, but finally bit the bullet (transitions are hard!) and moved to a new software. Aside from the bugs, I really struggled with the interface, and having to click back and forth between multiple tabs to get the information I needed. Plus, loading a new screen or refreshing after new info was added was super sloooow, making this even more onerous. Customer support was initially really great, but I think they grew faster than they could manage, and support went out the window pretty quick.
Anonymous
Company size: 11-50 employees
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
April 2019
Invoice Sherpa
Pros
What I like most about Invoice Sherpa is that emails can be customized to say what you want, include attachments, and sent out on any schedule you specify to whatever customers you choose.
Cons
The platform is not very user friendly and if you are not careful, it will send out emails on your behalf that you didn't mean for it to send.
Anonymous
Company size: 11-50 employees
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
December 2018
Solid Integration
Pros
The software integrates well with QuickBooks Online. Easy to use, set it and forget it and has payment integration.
Cons
A bit of lack of functionality with small things that I would like the system to do and reports it could generate.
