I've used Invoice Sherpa now with two separate information systems, QuickBooks & obviously Xero. Invoice Sherpa has interlaced great with both systems and accurately imported data from one system to another when transitioning over. It's also worth mentioning that clients do like the layout of paying invoices through Invoice Sherpa and having a centralised space for historic/outstanding invoices. We needed to transition an entire entity's accounting data over to Xero which obviously included needing to bring the data from Invoice Sherpa across also. This needed input from the Invoice Sherpa internal team to be able to be completed. They were on hand at all times during the process to be able to guide us through and answer any questions I had. If user support is the most important factor for you, I couldn't recommend this product more. My contact for any questions in regards to setting up company profiles/auto billing and payment reminder settings has surprised me from the beginning how quickly will answer my questions. I don't take it lightly to say this is the best support I've ever had for a software I've used. Highly recommended indeed.

Anyone who wishes to take advantage of our step-by-step guide in setting-up their Invoice Sherpa platform can do so by reserving a spot on the following link: https://meetings.hubspot.com/sarah445/invoice-sherpa-platform-overviewdemo by taking advantage of this option you'll be setting up the platform correctly and gaining the best experience and ROI, your business deserves.

We frequently have automatic payments missed. Each week, I have to manually look at each customer account to determine if invoices were paid as expected. I can find no rhyme or reason as to why this happens. We are in the process of switching to another option. On our test there, even a missed payment is picked up the next day... Invoice Sherpa never catches invoices they failed to charge on the due date.