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)

9 Reviews of InvoiceSherpa

 

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Software Advice Reviews (2)
More Reviews (7)

Showing 1-2 of 2

Gina from Sporting Goods
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

10/10!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Absolutely adore this product and would recommend it to any business owner whether their business is large is small. Great features and easy to use.

Cons

I can’t think of one negative thing to say about this product, it is now our go to for all things invoicing.

Review Source
 
 

Jonathan from Innuma Ministries, Inc.
Specialty: Marketing Services
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

The best invoicing app for integrating with accounting software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 
 
Showing 1-7 of 7


July 2018

July 2018

Could have been good, but endless BUGS, speed issues

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 


March 2018

March 2018

Streamlined our collections in a matter of days!

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra
 

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

Review Source: Capterra

  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!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support

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

Review 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
Usability
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Quality
Value for Money
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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.

Review Source: GetApp
 

Leah

April 2018

April 2018

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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Support
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