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)

14 Reviews of InvoiceSherpa

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(6)

6

4 stars

(5)

5

3 stars

(1)

1

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 14 results

February 2016

Matthew

Verified Reviewer

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

Verified Reviewer

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.

August 2020

Shan from Auxilium Financial Service

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Great tool to manage AR

It's a wonderful product compared to other products.

Pros

InvoiceSherpa is very easy to implement across platforms like Quickbook and configure in the software. It allows you to automatically or manually send out the statements to the customers, which gives our AR department more capacity to chase after hard-to-get checks. Also, our customers can check the open invoices through the online portal, which reduces the cost of communication.

Cons

If the price package could be rolled out in different ways, that would be perfect. The reason is our business fluctuates across seasons. Sometimes, we do not have that high volume of transactions. But the price has to be paid for using it during the busy season.

April 2019

Anonymous

Verified Reviewer

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.