InvoiceSherpa Features

InvoiceSherpa

Invoice payment reminder app

4.0/5 (14 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Accounting
Accounting Integration
Accounts Receivable
Activity Dashboard
Activity Tracking
Aging Tracking
Alerts/Notifications
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Calendar Management
Charting
Check Processing
Client Management
Client Portal
Collections Management
Contact Database
Contact Management
Credit Card Processing
Currency Conversion
Customer Statements
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Discount Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
General Ledger
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Quotes/Estimates
Receipt Management
Receivables Ledger
Recurring/Subscription Billing
Reporting/Analytics
Sales Tax Management
Search/Filter
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Learn moreCompare App
ACH Payment Processing
API
Accounting
Accounting Integration
Accounts Receivable
Activity Dashboard
Activity Tracking
Aging Tracking
Alerts/Notifications
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Calendar Management
Charting
Check Processing
Client Management
Client Portal
Collections Management
Contact Database
Contact Management
Credit Card Processing
Currency Conversion
Customer Statements
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Discount Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
General Ledger
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Quotes/Estimates
Receipt Management
Receivables Ledger
Recurring/Subscription Billing
Reporting/Analytics
Sales Tax Management
Search/Filter
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Visit WebsiteCompare App
ACH Payment Processing
API
Accounting
Accounting Integration
Accounts Receivable
Activity Dashboard
Activity Tracking
Aging Tracking
Alerts/Notifications
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Calendar Management
Charting
Check Processing
Client Management
Client Portal
Collections Management
Contact Database
Contact Management
Credit Card Processing
Currency Conversion
Customer Statements
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Discount Management
Document Storage
Document Templates
Electronic Payments
Email Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
General Ledger
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Quotes/Estimates
Receipt Management
Receivables Ledger
Recurring/Subscription Billing
Reporting/Analytics
Sales Tax Management
Search/Filter
Status Tracking
Tax Calculation
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
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InvoiceSherpa Feature Reviews

12 reviewers had the following to say about InvoiceSherpa's features:

Anonymous
(Transportation/Trucking/Railroad company, 11-50 employees)

Solid Integration

2018-12-04

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Wayne O.

By far the best invoice reminder software available

2017-08-15

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from InvoiceSherpa


Thanks for the review, we love what we do!

Read more
Anonymous
( company, 11-50 employees)

Could have been good, but endless BUGS, speed issues

2018-07-13

Pros

Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with.

Cons

OMG, hunting down glitches and bugs each month in my billing almost killed me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Morgan M.

Great software and quick set up!

2017-02-22

Invoice Sherpa cut our collections time in half.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Matthew D.

Verified Reviewer

Track Customer Notifications; Get Paid.

2016-02-21

Easy to set up, Easy to use, seamless integration with billing software along with immediate response to support inquires.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Networking company, myself only employees)

A great way to automate billing

2019-03-21

Pros

This software made it VERY easy to automate billing with automated payments and automated QuickBooks Online updates.

Cons

Sometimes support was lacking, as it was all provided by the owner, creator, and developer—a single person.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Streamlined our collections in a matter of days!

2018-03-07

automatic collection emails daily

Pros

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.

Cons

No option to send the emails for new invoices immediately, yet put all other collection type emails on schedules.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gina T.

10/10!

2018-06-18

Pros

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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jonathan L.

The best invoicing app for integrating with accounting software.

2017-12-14

Pros

Also like the recurring payments options and the late fees options.

Cons

It’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Jeremy T.

Verified Reviewer

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

2018-11-06

Pros

Automated A/R: automatically email invoices created in QBO without any user interaction.

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
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer & Network Security company, 11-50 employees)

Invoice Sherpa

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Shan L.

Great tool to manage AR

2020-08-06

It's a wonderful product compared to other products.

Pros

Also, our customers can check the open invoices through the online portal, which reduces the cost of communication.

Cons

If the price package could be rolled out in different ways, that would be perfect. The reason is our business fluctuates across seasons. Sometimes, we do not have that high volume of transactions. But the price has to be paid for using it during the busy season.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more