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Supported Operating System(s):
Web browser (OS agnostic)About 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 account...
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Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
February 2016
Matthew
Company Size: 2-10 employees
Industry: Law Practice
Review Source: GetApp
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
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.
August 2017
Wayne from RescueTech
Company Size: 2-10 employees
Industry: Consumer Electronics
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
Replied August 2017
Thanks for the review, we love what we do!
July 2018
Anonymous
Company Size: 11-50 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
2.0
Value for money
2.0
Customer support
2.0
Functionality
3.0
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.
April 2019
Anonymous
Company Size: 11-50 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
4.0
Customer support
3.0
Functionality
3.0
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.
December 2018
Anonymous
Company Size: 11-50 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.