InvoiceSherpa Features

InvoiceSherpa

Invoice payment reminder app

4.0/5 (9 reviews)

InvoiceSherpa Feature Summary

  • 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

Finance & Accounting Feature Comparison

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Customizable Reporting (84 other apps)
Data Import/Export (92 other apps)
Electronic Payments (100 other apps)
Expense Tracking (108 other apps)
Invoice Management (158 other apps)
Invoice Processing (95 other apps)
Multi-Currency (93 other apps)
Real Time Data (91 other apps)
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InvoiceSherpa Feature Reviews

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

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.

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
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Wayne Oliva

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!

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Jonathan Lindstrom

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: Other

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Morgan Murray

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 Dunn

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
1 of 1 people found this review helpful
Helpful?   Yes   No
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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
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Gina Topley

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