About InvoiceSherpa

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$49,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to InvoiceSherpa

Key benefits of InvoiceSherpa

  • 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.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$49,00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to InvoiceSherpa

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    Features

    Total features of InvoiceSherpa: 34

    • ACH Payment Processing
    • API
    • Accounting Integration
    • Accounts Payable
    • Accounts Receivable
    • Activity Dashboard
    • Activity Tracking
    • Aging Tracking
    • Alerts/Notifications
    • Automatic Billing
    • Bank Reconciliation
    • Billing & Invoicing
    • Check Processing
    • Client Portal
    • Collections Management
    • Credit Card Processing
    • Customer Statements
    • Customizable Templates
    • Debit/Credit Card Processing
    • Electronic Payments
    • Email Templates
    • Invoice Management
    • Invoice Processing
    • Mobile Payments
    • Online Payments
    • Overpayment Processing
    • Partial Payments
    • Payment Plans
    • Payment Processing
    • Payment Processing Services Integration
    • Receivables Ledger
    • Recurring/Subscription Billing
    • Reminders
    • User Management

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    Reviews

    Overall rating

    4 /5
    (14)
    Value for Money
    4,2/5
    Features
    4/5
    Ease of Use
    4/5
    Customer Support
    3,9/5

    Already have InvoiceSherpa?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 14
    Matthew D.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Track Customer Notifications; Get Paid.

    Reviewed on 2016/02/21

    Still in the free trial, but this software ROCKS!!! Easy to set up, Easy to use, seamless...

    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 O.
    Overall rating
    • Industry: Consumer Electronics
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    By far the best invoice reminder software available

    Reviewed on 2017/08/15

    It keeps track of invoices, so we don't have to.

    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!

    Verified Reviewer
    Overall rating
    • Company size: 11-50 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Could have been good, but endless BUGS, speed issues

    Reviewed on 2018/07/13

    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.

    Verified Reviewer
    Overall rating
    • Industry: Computer & Network Security
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Invoice Sherpa

    Reviewed on 2019/04/16

    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.

    Verified Reviewer
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Solid Integration

    Reviewed on 2018/12/04

    Pros

    The software integrates well with QuickBooks Online. Easy to use, set it and forget it and has payment integration.

    Cons

    A bit of lack of functionality with small things that I would like the system to do and reports it could generate.

    Showing 5 reviews of 14 Read all reviews

    InvoiceSherpa FAQs

    Below are some frequently asked questions for InvoiceSherpa.

    InvoiceSherpa offers the following pricing plans:

    • Starting from: US$49,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    * 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

    InvoiceSherpa has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    InvoiceSherpa supports the following languages:

    English

    InvoiceSherpa supports the following devices:

    InvoiceSherpa integrates with the following applications:

    Authorize.Net, Clio, Forte, LawPay, Nuvei, ProPay, QuickBooks Payments, Quickbooks Online, Stripe, Xero

    InvoiceSherpa offers the following support options:

    Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

    Related categories

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