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InvoiceSherpa Software

Name: InvoiceSherpa Software
Rating: 4.5 (2 reviews)

By InvoiceSherpa

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Highlights : About InvoiceSherpa Software

Automated invoice reminders

Custom templates and scripting

Customized reminder scheduling

Set payment periods

Integrate with your accounting app

Data sync every 30 minutes

About InvoiceSherpa Software

InvoiceSherpa is a cloud-based accounting solution suitable for small and midsize businesses. It helps users manage accounts receivable, payment processing, a customer portal and recurring payments. Accounts receivable tools include custom reminders that can be sent via email or text message. Users can schedule alerts for invoices being paid, upcoming due dates and past-due invoices. Clients can view invoices, collect payments and communicate with users through the client portal. Payments can be collected via credit card or ACH using the InvoiceSherpa payment processing module users' existing payment processors. The automated billing module allow users to customize each month for recurring services or products. InvoiceSherpa can integrate with accounting systems such as Xero, QuickBooks, Wave, Sage, FreshBooks and Harvest. The payment processing module offers automatic reconciliation and automatic updates for credit card information.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

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

Benefits

Templates and reminders

InvoiceSherpa enables you to create 100 customizable templates and you can even import your own HTML code. Choose the the exact time periods of when your reminders get sent out and follow-ups.

Dashboard and functionality

The InvoiceSherpa user backend allows you to coordinate your complete online debt collection portfolio via the on centralized login. The entire login is mobile friendly to ensure you can view all details whilst on the go.

Reporting and charts

InvoiceSherpa automatically displays your information in manageable charts and spreadsheets so you can assess payments more accurately. Reports can be customized by date and you can view a complete history of payments.

Accounting integrations

Works with your existing accounting software, like Xero, QuickBooks, Wave, Clio, LessAccounting, FreshBooks, Harvest and more.

Payment vendor integrations

The app integrated with PayPal, Stripe, Intuit QuickBooks Payments, eWay, and CardAccess.

Pricing and packages

All InvoiceSherpa packages are completely scalable and are designed to grow along with your business. You can avail of a free 30 day trial (no credit card details required) of any of the packages and they include online support.