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.
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Set reminder -
Send invoice -
Reminder schedule -
Current balance -
Make a payment -
Overdue notice
Supported Operating System(s):
Web browser (OS agnostic)
7 Reviews of InvoiceSherpa
Jonathan from Innuma Ministries, Inc.
Specialty: Marketing Services
Employees number: 1 employee
December 2017
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.
March 2018
March 2018
Streamlined our collections in a matter of days!
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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.
Wayne from RescueTech
Employees number: 2-10 employees
August 2017
August 2017
By far the best invoice reminder software available
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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
Date: August 2017
August 2017
Thanks for the review, we love what we do!
Morgan from FMX
February 2017
February 2017
Great software and quick set up!
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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
February 2016
February 2016
Track Customer Notifications; Get Paid.
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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.
Leah
April 2018
April 2018
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Support
Jeremy from CohnReznick LLP
Employees number: 1,001-5,000 employees
June 2016
June 2016
