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.

Set reminder
Set reminder
Set reminder
Send invoice
Send invoice
Reminder schedule
Reminder schedule
Current balance
Current balance
Make a payment
Make a payment
Overdue notice
Overdue notice

Supported Operating System(s):

Web browser (OS agnostic)



9 Reviews of InvoiceSherpa

Overall rating

4.0 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Gina from Sporting Goods

Specialty:  Software / Technology

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

10/10!

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.

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Streamlined our collections in a matter of days!

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.

Jonathan from Innuma Ministries, Inc.

Specialty:  Marketing Services

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

December 2017

The best invoicing app for integrating with accounting software.

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.

Wayne from RescueTech

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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: InvoiceSherpa, InvoiceSherpa

August 2017

Thanks for the review, we love what we do!

Morgan from FMX

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great software and quick set up!

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

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

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.

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Jeremy from CohnReznick LLP

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

Ease-of-use

Value for money

Customer support

June 2016


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