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.
Gina from Sporting Goods
Specialty: Software / Technology
Employees number: 11-50 employees
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.
I can’t think of one negative thing to say about this product, it is now our go to for all things invoicing.
Jonathan from Innuma Ministries, Inc.
Specialty: Marketing Services
Employees number: 1 employee
The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.
It’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.
The software integrates well with QuickBooks Online. Easy to use, set it and forget it and has payment integration.
A bit of lack of functionality with small things that I would like the system to do and reports it could generate.
Jeremy from CMIT Solutions of Chicago Downtown
Employees number: 2-10 employees
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.
They 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.
Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with. Initially, really great customer support.
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.
automatic collection emails daily
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.
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.
Wayne from RescueTech
Employees number: 2-10 employees
It keeps track of invoices, so we don't have to.
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!
It would be helpful if this software had an option for snail mailing invoices to customers at intervals.
Response: InvoiceSherpa, InvoiceSherpa
Date: August 2017
Thanks for the review, we love what we do!
Morgan from FMX
Invoice Sherpa cut our collections time in half. The system was very easy to set up and it synced everything from QuickBooks Online.
Matthew Employees number: 2-10 employees
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.
Jeremy from CohnReznick LLP
Employees number: 1,001-5,000 employees