InvoiceSherpa

RATING:

4.0

(14)

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 accounting syste...

InvoiceSherpa Pricing

* Sole Proprietor: $49.00/pm * Small Business: $99.00/pm * Enterprise: $199.00/pm * Advisor: * $149.00/pm * Consultant: $499.00/pm * Firm: $999.00/pm

Starting price: 

$49.00 per month

Free trial: 

Available

Free version: 

Not Available

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InvoiceSherpa Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for InvoiceSherpa

1 - 5 of 12 Reviews

Matthew

Verified reviewer

Law Practice, 2-10 employees

Review Source: GetApp

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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

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.

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed 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.

Gina

Computer Software, 11-50 employees

Used daily for less than 12 months

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

10/10!

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.