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.



11 Reviews of InvoiceSherpa

Overall rating

4.0 / 5 stars

Showing 1 - 11 of 11 reviews

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

November 2018

Jeremy from CMIT Solutions of Chicago Downtown

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

1 of 5

Functionality

5 of 5

November 2018

This is the best A/R solution we've found for QBO, but they have practically zero customer service

Pros

Automated A/R: automatically email invoices created in QBO without any user interaction. Automated reminders and statements. Branded with our company. Self-service pay online via ACH/Credit Card using Intuit. Automated credit card convenience fees and late fee invoices.

Cons

They have practically no customer service (chat/email/phone goes completely unanswered for weeks). They are not active on social media which is also disconcerting. I hope that they figure out how to improve customer service. I plan to stay on this platform as long is it continues to work; only 3 months into using it.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

3 of 5

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.

June 2018

Gina from Sporting Goods

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

March 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

December 2017

Jonathan from Innuma Ministries, Inc.

Company Size: 1 employee

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

August 2017

Wayne from RescueTech

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of InvoiceSherpa

Replied August 2017

Thanks for the review, we love what we do!

February 2017

Morgan from FMX

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

February 2016

Anonymous

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

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.

April 2018

Anonymous

Review Source: GetApp


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

April 2018

June 2016

Jeremy from CohnReznick LLP

Company Size: 1,001-5,000 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

June 2016