InvoiceSherpa Pricing, Features, Reviews & Comparison of Alternatives

InvoiceSherpa

Invoice payment reminder app

4.0/5 (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.
www.invoicesherpa.com

Pricing

Starting from
$19/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
InvoiceSherpa screenshotInvoiceSherpa OverviewInvoiceSherpa screenshotInvoiceSherpa screenshotInvoiceSherpa screenshotInvoiceSherpa screenshot

InvoiceSherpa reviews

Value for money
Features
Ease of use
Customer support
  4.2
  3.9
  3.9
  3.8
Wayne Oliva

By far the best invoice reminder software available

Used daily for 2+ years
Reviewed 2017-08-15
Review Source: Capterra

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

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Anonymous

Invoice Sherpa

Used daily for 1-2 years
Reviewed 2019-04-16
Review Source: Capterra

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.

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Anonymous

Could have been good, but endless BUGS, speed issues

Used weekly for 6-12 months
Reviewed 2018-07-13
Review Source: Capterra

Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with. Initially, really great customer support.

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Gina Topley

10/10!

Used daily for 6-12 months
Reviewed 2018-06-18
Review Source: Software Advice

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.

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Jeremy Treister

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

Used daily for less than 6 months
Reviewed 2018-11-06
Review Source: GetApp

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.

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InvoiceSherpa pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
View Pricing Plans

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

InvoiceSherpa features

API
Accounting Integration
Invoice Management

Accounting Management (125 other apps)
Activity Dashboard (136 other apps)
Automatic Notifications (117 other apps)
Billing & Invoicing (132 other apps)
Compliance Management (97 other apps)
Customizable Reporting (102 other apps)
Data Import/Export (111 other apps)
Electronic Payments (119 other apps)
Expense Tracking (126 other apps)
Financial Analysis (89 other apps)
Invoice Processing (107 other apps)
Multi-Currency (112 other apps)
Real Time Data (115 other apps)
Receiving (96 other apps)
Reporting & Statistics (152 other apps)
Third Party Integration (120 other apps)
Workflow Management (93 other apps)

Additional information for InvoiceSherpa

Key features of InvoiceSherpa

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

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.