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.
Jonathan from Innuma Ministries, Inc.
Specialty: Marketing Services
Employees number: 1 employee
The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.
It’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.
automatic collection emails daily
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.
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.
Wayne from RescueTech
Employees number: 2-10 employees
It keeps track of invoices, so we don't have to.
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!
It would be helpful if this software had an option for snail mailing invoices to customers at intervals.
Response: InvoiceSherpa, InvoiceSherpa
Date: August 2017
Thanks for the review, we love what we do!
Morgan from FMX
Invoice Sherpa cut our collections time in half. The system was very easy to set up and it synced everything from QuickBooks Online.
Matthew Employees number: 2-10 employees
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.
Jeremy from CohnReznick LLP
Employees number: 1,001-5,000 employees