InvoiceSherpa

InvoiceSherpa

Invoice payment reminder app

4/5 (13 reviews)

InvoiceSherpa Overview

InvoiceSherpa is an automated accounts receivable and invoice reminder app that works with your existing accounting software to help you get paid in a faster and more efficient way. InvoiceSherpa integrates with Xero, Quickbooks, Harvest, Wave, Freshbooks, Clio and more. These integrations can be setup in a few clicks, with no software to configure or install. Once this connection is established InvoiceSherpa sets up invoice reminders and follows ups with your clients through customized scripting and scheduling.

InvoiceSherpa keeps on top of pending payments so you don't have to, sending automated payment reminders and follow up correspondence to your customers regarding the status of their invoices. The app understands who your customers are and when they need to pay through data syncing for new and updated invoices every 30 minutes between InvoiceSherpa and your core accounting app.

InvoiceSherpa can be set up to send a range of notification to your customers, such as when an invoice is created, when a due date is coming up, when an invoice is past due, and a thank you when payment has been received. Furthermore, InvoiceSherpa integrated with popular payment vendors such as PayPal, Stripe, eWay, CardAccess and Intuit QuickBooks Payments enabling your customers to pay directly from invoice reminders. When you receive a payment InvoiceSherpa will alert you and automatically update the invoice in your accounting software.

Pricing

Starting from
US$19,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

InvoiceSherpa Reviews

Overall rating
4/5
77% positive reviews
6
Excellent
4
Very good
1
Average
1
Poor
1
Terrible
Wayne O.

By far the best invoice reminder software available

Used Daily for 2+ years
Reviewed on 2017/08/15
Review Source: Capterra

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

Thanks for the review, we love what we do!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Invoice Sherpa

Used Daily for 1+ year
Reviewed on 2019/04/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Verified Reviewer

Could have been good, but endless BUGS, speed issues

Used Weekly for 6-12 months
Reviewed on 2018/07/13
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

0.0/10
Gina T.

10/10!

Used Daily for 6-12 months
Reviewed on 2018/06/18
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jeremy T.

This is the best A/R solution we've found for QBO, but they have practically zero customer service

Used Daily for 1-5 months
Reviewed on 2018/11/06
Review Source: GetApp

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

InvoiceSherpa Pricing

Starting from
US$19,00/month
Pricing options
Free Trial
Subscription
Value for money

<il>Small Business: $19.00/pm
<il>Sole Proprietor: $49.00/pm
<il>Enterprise: $99.00/pm

InvoiceSherpa Features

  • API
  • Accounting Integration
  • Invoice Management

  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for InvoiceSherpa

Key features of InvoiceSherpa

  • 2-way data syncing among accounting app and InvoiceSherpa
  • Accounting integrations: Quickbooks, Xero, Wave and more
  • Add maps, website, logo etc
  • Automated invoice reminders
  • Autoupdates payment data in accounting apps
  • Clients can pay through reminders
  • Custom templates and scripting
  • Customized reminder scheduling
  • Data sync every 30 minutes
  • Free 30 day trial
  • Integrate with your accounting app
  • Live payment analytics
  • Mobile app
  • No downloads or updates to install
  • Payment integrations: PayPal, Stripe, CardAccess and more.
  • Payments and invoice status reports
  • Receive payment alerts
  • Set payment periods
  • Use custom HTML
  • User dashboard & invoices overview

Benefits

  • Templates and reminders: InvoiceSherpa enables you to create 100% customizable templates and you can even import your own HTML code. Choose the the exact time periods of when your reminders get sent out and follow-ups.

  • Dashboard and functionality: The InvoiceSherpa user backend allows you to coordinate your complete online debt collection portfolio via the on centralized login. The entire login is mobile friendly to ensure you can view all details whilst on the go.

  • Reporting and charts: InvoiceSherpa automatically displays your information in manageable charts and spreadsheets so you can assess payments more accurately. Reports can be customized by date and you can view a complete history of payments.

  • Accounting integrations: Works with your existing accounting software,
    like Xero, QuickBooks, Wave, Clio, LessAccounting, FreshBooks, Harvest and more.

  • Payment vendor integrations: The app integrated with PayPal, Stripe, Intuit QuickBooks Payments, eWay, and CardAccess.

  • Pricing and packages: All InvoiceSherpa packages are completely scalable and are designed to grow along with your business. You can avail of a free 30 day trial (no credit card details required) of any of the packages and they include online support.

  • InvoiceSherpa FAQs

    Below are some frequently asked questions for InvoiceSherpa.

    Q. What type of pricing plans does InvoiceSherpa offer?

    InvoiceSherpa offers the following pricing plans:

    Starting from: US$19,00/month

    Pricing model: Subscription

    Free Trial: Available

    <il>Small Business: $19.00/pm
    <il>Sole Proprietor: $49.00/pm
    <il>Enterprise: $99.00/pm

    Q. What are the main features of InvoiceSherpa?

    InvoiceSherpa offers the following features:

    • 2-way data syncing among accounting app and InvoiceSherpa
    • Accounting integrations: Quickbooks, Xero, Wave and more
    • Add maps, website, logo etc
    • Automated invoice reminders
    • Autoupdates payment data in accounting apps
    • Clients can pay through reminders
    • Custom templates and scripting
    • Customized reminder scheduling
    • Data sync every 30 minutes
    • Free 30 day trial
    • Integrate with your accounting app
    • Live payment analytics
    • Mobile app
    • No downloads or updates to install
    • Payment integrations: PayPal, Stripe, CardAccess and more.
    • Payments and invoice status reports
    • Receive payment alerts
    • Set payment periods
    • Use custom HTML
    • User dashboard & invoices overview

    Q. Who are the typical users of InvoiceSherpa?

    InvoiceSherpa has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does InvoiceSherpa support?

    InvoiceSherpa supports the following languages:

    English

    Q. What type of pricing plans does InvoiceSherpa offer?

    InvoiceSherpa has the following pricing plans:

    Subscription

    Q. Does InvoiceSherpa support mobile devices?

    We do not have any information about what devices InvoiceSherpa supports

    Q. What other apps does InvoiceSherpa integrate with?

    InvoiceSherpa integrates with the following applications:

    Clio, Cronforce, DrChrono, Harvest, LessAccounting, MYOB Essentials, QuickBooks Online, Stripe, Xero, Xero

    Q. What level of support does InvoiceSherpa offer?

    InvoiceSherpa offers the following support options:

    Online Support, Phone Support, Video Tutorials