Is InvoiceSherpa right for your business?

We’re here to help you make the best Accounting Software choice.

best for

  • Accounting
  • Best For All Business Sizes
  • Supports Cloud Based Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is InvoiceSherpa?

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 syste... read more

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User Review Highlights

4

14 Reviews

5
6
4
5
3
1
2
1
1
1
4

Ease-of-use

out of 5
4

Customer Support

out of 5
4

Value for money

out of 5
4

Functionality

out of 5
  • icon"InvoiceSherpa is very easy to implement across platforms like Quickbook and configure in the software."
  • icon"The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options."
  • icon"This software made it VERY easy to automate billing with automated payments and automated QuickBooks Online updates."
  • icon"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."

Read user reviews

How much does InvoiceSherpa cost?

* Sole Proprietor: $49.00/pm * Small Business: $99.00/pm * Enterprise: $199.00/pm * Advisor: * $149.00/pm * Consultant: $499.00/pm * Firm: $999.00/pm

Starting price

$49.00 per month

Free trial

Available

Free version

Not Available

Which features does InvoiceSherpa offer?

Core features:

Accounting IntegrationAccounts PayableAccounts ReceivableACH Payment ProcessingActivity DashboardActivity TrackingAging TrackingAlerts/NotificationsAPIAutomatic BillingShow more features +

People who reviewed this software give it a 4 star rating for functionality.

How easy is InvoiceSherpa to use and deploy?

InvoiceSherpa supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.

People who reviewed this software give it a 4 star rating for ease-of-use.

What do verified users say about InvoiceSherpa

4/5 out of 14 Reviews

Showing 1 - 5 of 14 reviews

Matthew

Verified reviewer

Company size: 2-10 employees

Industry: Law Practice

Review Source: GetApp

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out 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.

Wayne

Company size: 2-10 employees

Industry: Consumer Electronics

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out 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

Thanks for the review, we love what we do!

Replied August 2017

Anonymous

Company size: 11-50 employees

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out 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.

Anonymous

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
4

Value for money

out of 5
3

Customer support

out of 5
3

Functionality

out of 5

April 2019

Invoice Sherpa

Pros

What I like most about Invoice Sherpa is that emails can be customized to say what you want, include attachments, and sent out on any schedule you specify to whatever customers you choose.

Cons

The platform is not very user friendly and if you are not careful, it will send out emails on your behalf that you didn't mean for it to send.

Anonymous

Company size: 11-50 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out 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.

Showing 1 - 5 of 14 reviews
InvoiceSherpa

InvoiceSherpa

4/5 out of 14 reviews
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