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InvoiceSherpa Review
What is InvoiceSherpa?
InvoiceSherpa is an accounting solution that allows organizations to automate their accounts receivable/payable and works with major accounting software without requiring users to upgrade, configure or install anything. The integrated payment systems make it easier for customers to pay from company website or through invoice emails.
The software follows invoices from their creation till payment, including sending out initial invoice, late payment reminders and auto-collection. Bill payments can be automated through electronic payments or even by paper checks while keeping the accounting system in sync. It also helps effectively and efficiently manage subscription-based and recurring payments. The solution works well to manage both cash-in and cash-out for better business performance and efficiency, keeps things on track and in sync with the existing accounting system.
Show MoreOverview of InvoiceSherpa Benefits
InvoiceSherpa can be integrated with major accounting systems, including QuickBooks, Xero, Freshbooks, Clio, Wave and more. Integrations with popular accounting software can be setup within minutes, without requiring going through lengthy procedures of installation, upgrading and configuration. The software takes complete responsibility after integration and automatically follows invoices from their creation till payment. It is also integrated with a number of popular payment solutions, including PayPal, Intuit QuickBooks Payments, CardAccess, Stripe and eWay, allowing customers to pay conveniently.
The software sends automatic payment reminders to customers, reminding them of due payments, and alerting of late payment/penalties. Users can configure the software to send automatic notifications in different scenarios like when an invoice is created, when a due-date is approaching, a due date has passed and most importantly thank you emails once a payment has been received. It alerts users as soon as a payment has been received and updates the accounting software accordingly.
The solution also comes with templates and reminders and allows users to create fully customizable templates or even import their HTML code. Users can then easily choose when to send reminders and follow-ups. It allows users to manage their online debt-collection portfolio through the centralized login, which is mobile friendly and can be accessed using almost any device.
The software displays information in easily understandable spreadsheets and charts and helps users’ access payments accurately. The reports are also customizable by date, while a complete history of payments is also available for in-depth analysis.
Show MoreOverview of InvoiceSherpa Features
- Automated invoice reminders
- No lengthy installation, up gradation or configuration
- Live payment analytics
- Payment alerts
- Custom templates and scripting
- Reminder scheduling
- Custom HTML code
- Payment via reminders
- Two-way Sync
- Payment/invoice status reports
- Auto updating of payments in accounting systems
- Data Sync @ 30 minute intervals
- ACH/eChecks and Credit Cards
- Customer Portal
- Recurring Payments
- Multiple accounts
- Personalized Emails
InvoiceSherpa Position In Our Categories
Knowing that businesses have particular business needs, it is only rational that they steer clear of picking an all-encompassing, ideal software solution. Regardless, it is futile to try to pinpoint such application even among well-known software systems. The clever thing to undertake should be to tabulate the several significant aspects which require research such as major features, costing, skill competence of staff members, company size, etc. Thereafter, you should double down on the product research thoroughly. Have a look at these InvoiceSherpa evaluations and look over the other software options in your list in detail. Such well-rounded research ensure you circumvent ill-fitting applications and buy the system which delivers all the benefits your company requires to be successful.
Position of InvoiceSherpa in our main categories:
TOP
500
InvoiceSherpa is one of the top 500 Accounting Software products
Since each organization has particular business requirements, it is prudent for them to refrain from looking for a one-size-fits-all faultless software application. Needless to say, it would be futile to try to find such an app even among popular software applications. The clever thing to do would be to list the various vital aspects that need consideration such as key features, finances, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some InvoiceSherpa Billing and Invoicing Software reviews and investigate each of the other solutions in your shortlist in detail. Such comprehensive homework can ensure you discard ill-fitting systems and choose the system that provides all the features you need for business success.
How Much Does InvoiceSherpa Cost?
InvoiceSherpa Pricing Plans:
Free Trial
Sole Proprietor
$49/month/100 invoices
Small Business
$99/month/500 invoices
Enterprise
$199/month/1,000 invoices
Live calls
$0.99/minute
ACH Payments
$4.99/payment
What are InvoiceSherpa pricing details?
InvoiceSherpa Pricing Plans:
Free Trial
Sole Proprietor
$49/month/100 invoices
Small Business
$99/month/500 invoices
Enterprise
$199/month/1,000 invoices
Live calls
$0.99/minute
ACH Payments
$4.99/payment
InvoiceSherpa offers three SMB and enterprise pricing plans, all of them including custom scripting & scheduling and payment & accounting software integration. Extending functionality with live calls and ACH payments is also possible.
Here are the details:
- Sole Proprietor – $49/month/100 invoices
- Small Business – $99/month/500 invoices
- Enterprise – $199/month/1,000 invoices
- Live calls – $0.99/minute
- ACH Payments – $4.99/payment and paper checques $1.99/checque
User Satisfaction
Positive Social Media Mentions
7
Negative Social Media Mentions
0
We realize that when you choose to purchase a Billing and Invoicing Software it’s vital not only to learn how experts evaluate it in their reviews, but also to discover if the actual clients and enterprises that use it are actually satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and InvoiceSherpa reviews across a broad array of social media sites. The information is then displayed in an easy to digest form revealing how many customers had positive and negative experience with InvoiceSherpa. With that information available you should be ready to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for InvoiceSherpa?
InvoiceSherpa integrates with the following business systems and applications:
- QuickBooks
- FreshBooks
- Xero
- Harvest
- Clio
- SageOne
- MYOB
- LessAccounting
- Wave
- PayPal
- Stripe
- Authorize.NET
- Payfirma
- QuickBooks Payments
- eWay
- CardAccess
- LawPay
- Forte
- GoCardless
- Moneris
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