InvoiceSherpa software


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 systems such as Xero, QuickBooks, Wave, Sage, FreshBooks and Harvest. The payment processing module offers automatic reconciliation and automatic updates for credit card information.

Phone and email support is available. Pricing is per invoice per month.

Supported Operating System(s):
Web browser (OS agnostic)

9 Reviews of InvoiceSherpa

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  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    Could have been good, but endless BUGS, speed issues

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gina from Sporting Goods

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    June 2018

    10/10!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Absolutely adore this product and would recommend it to any business owner whether their business is large is small. Great features and easy to use.

    Cons

    I can’t think of one negative thing to say about this product, it is now our go to for all things invoicing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 11-50 employees

    March 2018

    Streamlined our collections in a matter of days!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    automatic collection emails daily

    Pros

    Sends out automatic emails for collections, reminders, statements, receipts, etc... and can be customized for which emails are sent to each client, what is included in the body of the email, attachments, etc. and customers can pay from inside the email with just a click.

    Cons

    No option to send the emails for new invoices immediately, yet put all other collection type emails on schedules. The credit card processing they "discount" you for using has low limits so we had to go back to intuit payment processing, which has higher fees.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jonathan from Innuma Ministries, Inc.

    Specialty: Marketing Services

    Number of employees: 1 employee

    December 2017

    The best invoicing app for integrating with accounting software.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.

    Cons

    It’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Wayne from RescueTech

    Number of employees: 2-10 employees

    August 2017

    By far the best invoice reminder software available

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: InvoiceSherpa, InvoiceSherpa

    August 2017

    Thanks for the review, we love what we do!

  • Morgan from FMX

    February 2017

    Great software and quick set up!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Invoice Sherpa cut our collections time in half. The system was very easy to set up and it synced everything from QuickBooks Online.

    Review Source: Capterra
  • Number of employees: 2-10 employees

    February 2016

    Track Customer Notifications; Get Paid.

    Ease-of-use
    Quality
    Support
    Value for Money

    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.

    Review Source: GetApp
  • April 2018

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Jeremy from CohnReznick LLP

    Number of employees: 1,001-5,000 employees

    June 2016

    Ease-of-use
    Quality
    Support
    Value for Money
    Review Source: GetApp
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