All InvoiceSherpa Reviews
1-12 of 12 Reviews
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Matthew
Verified reviewer
Law Practice, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
Reviewed 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
Consumer Electronics, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2017
By far the best invoice reminder software available
It keeps track of invoices, so we don't have to.
PROSEasy to use. Easy to set up. It does the work of an employee. Keeps track of our invoices, so we don't have too!
CONSIt would be helpful if this software had an option for snail mailing invoices to customers at intervals.
Vendor Response
Thanks for the review, we love what we do!
Replied August 2017
Anonymous
11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed July 2018
Could have been good, but endless BUGS, speed issues
Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with. Initially, really great customer support.
CONSThe 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
11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed April 2019
Invoice Sherpa
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.
CONSThe 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
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2018
Solid Integration
The software integrates well with QuickBooks Online. Easy to use, set it and forget it and has payment integration.
CONSA bit of lack of functionality with small things that I would like the system to do and reports it could generate.
Jeremy
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed November 2018
This is the best A/R solution we've found for QBO, but they have practically zero customer service
Automated A/R: automatically email invoices created in QBO without any user interaction. Automated reminders and statements. Branded with our company. Self-service pay online via ACH/Credit Card using Intuit. Automated credit card convenience fees and late fee invoices.
CONSThey have practically no customer service (chat/email/phone goes completely unanswered for weeks). They are not active on social media which is also disconcerting. I hope that they figure out how to improve customer service. I plan to stay on this platform as long is it continues to work; only 3 months into using it.
Anonymous
11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2018
Streamlined our collections in a matter of days!
automatic collection emails daily
PROSSends 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.
CONSNo 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.
Shan
Accounting, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Great tool to manage AR
It's a wonderful product compared to other products.
PROSInvoiceSherpa 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.
CONSIf 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.
Anonymous
1 employee
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed March 2019
A great way to automate billing
This software made it VERY easy to automate billing with automated payments and automated QuickBooks Online updates.
CONSSometimes support was lacking, as it was all provided by the owner, creator, and developer—a single person.
Gina
Computer Software, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2018
10/10!
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.
CONSI can’t think of one negative thing to say about this product, it is now our go to for all things invoicing.
Morgan
Used free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2017
Great software and quick set up!
Invoice Sherpa cut our collections time in half. The system was very easy to set up and it synced everything from QuickBooks Online.
Jonathan
Marketing and Advertising, 1 employee
Used less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2017
The best invoicing app for integrating with accounting software.
The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.
CONSIt’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.