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.

 

InvoiceSherpa - Set reminder
 
  • InvoiceSherpa - Set reminder
    Set reminder
  • InvoiceSherpa - Send invoice
    Send invoice
  • InvoiceSherpa - Reminder schedule
    Reminder schedule
  • InvoiceSherpa - Current balance
    Current balance
  • InvoiceSherpa - Make a payment
    Make a payment
  • InvoiceSherpa - Overdue notice
    Overdue notice
Supported Operating System(s):
Web browser (OS agnostic)

4 Reviews of InvoiceSherpa

Showing 1-4 of 4

 

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Wayne from RescueTech
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

By far the best invoice reminder software available

Ease-of-use

Functionality

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Customer Support

Value for Money

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Support

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.

Source: Capterra
 

Morgan from FMX

February 2017

February 2017

Great software and quick set up!

Ease-of-use

Functionality

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Ease-of-use
Usability
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Functionality
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Support

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

Source: Capterra
 

Matthew Number of employees: 2-10 employees Employees number: 2-10 employees

February 2016

February 2016

Track Customer Notifications; Get Paid.

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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.

Source: GetApp
 

Jeremy from CohnReznick LLP
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2016

June 2016

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