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InvoiceSherpa Review

InvoiceSherpa
Our score: 8.0 User satisfaction: 100%

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.

Overview 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.

Overview 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 companies have particular business-related wants, it is logical that they avoid getting a one-size-fits-all, ”best” system. Be that as it may, it is difficult to try to pinpoint such a software system even among widely used software solutions.
The best step to do is to spell out the varied critical functions that demand careful thought like important features, plans, skill capability of staff, company size, etc. Next, you should double down on the product research to a full extent. Browse over some InvoiceSherpa evaluations and check out each of the software solutions in your shortlist more closely. Such detailed research guarantee you circumvent unsuitable applications and choose the one which includes all the aspects your company requires to achieve growth.

Position of InvoiceSherpa in our main categories:

TOP 200

InvoiceSherpa is one of the top 200 Accounting Software products

InvoiceSherpa is also listed in the following subcategories:

Enterprises have unique wants and requirements and no software solution can be perfect in such a situation. It is pointless to try to find a perfect off-the-shelf software app that fulfills all your business wants. The smart thing to do would be to adapt the application for your specific requirements, staff member skill levels, finances, and other aspects. For these reasons, do not hasten and subscribe to well-publicized popular applications. Though these may be widely used, they may not be the perfect fit for your unique needs. Do your groundwork, check out each short-listed platform in detail, read a few InvoiceSherpa Billing and Invoicing Software reviews, call the seller for explanations, and finally settle for the application that offers what you require.

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

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 make a decision to buy Billing and Invoicing Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and InvoiceSherpa reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with InvoiceSherpa. With that information at hand you should be equipped to make an informed buying 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?

  • email
  • phone
  • live support
  • training
  • tickets

Popular InvoiceSherpa Alternatives

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InvoiceSherpa Comparisons

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

 

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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Reviewed By Nestor Gilbert
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