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InvoiceSherpa

3.95 out of 5 stars
Recurrent payments, late fees, automatic invoice reminders, and a client portal can all help you maintain a healthy cash flow and reduce your debtors. Stop pursuing debtors and begin receiving payment!

Overview

Your cash flow is accelerated and your accounts receivable are automated by Invoice Sherpa Inc. By collecting your invoices twice as quickly, we help you save time, resources, and money. Directly from the invoice reminder, accept credit cards and ACH payments without a hitch. GET PAID FASTER!

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InvoiceSherpa
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InvoiceSherpa + Xero

You can set up unique invoice reminders for every user using Invoice Sherpa Inc. Just create a single customer profile and let us handle the rest. Give your customers access to a customer portal where they can go in and manage all of their invoices, view a complete history of previous invoices, and settle any outstanding invoices in the system. You may also add late fees and payment plans to this option.

Reviews & ratings

4.0 out of 5 stars
58 Reviews
5 star(66%)
4 star(5%)
3 star(4%)
2 star(7%)
1 star(18%)
LB
Liam Button
Posted
5 out of 5 stars

Great product, even better support

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.
IS
Invoice Sherpa
Posted
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.
KB
Kelly Boyer
Posted
2 out of 5 stars
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.

Response from InvoiceSherpa

Afternoon Kelly Boyer If you would allow us to looking into the issues you experienced please complete the form on the following link and reference: "Xero - Kboyer0922" https://www.invoicesherpa.com/contact-us.html once reciveced one of our Customer Success Managers will gladly look into and resolve the difficulties. Thank you Invoice Sherpa Inc

Additional info

App details

Added in 2013

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@invoicesherpa.com

Contact

1-888-898 8302

Follow

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