2018 Review of InvoiceSherpa – Invoicing Functions

Designed to work with a variety of popular third-party accounting applications such as QuickBooks, Xero, Harvest, and FreshBooks, InvoiceSherpa completely automates the AR process, including offering various bill payment options.

InvoiceSherpa works by syncing with the users’ current accounting application, enabling the product to access all accounting data directly, including current invoices. Once access is enabled, InvoiceSherpa provides users with a variety of options that they can utilize, including the ability to send notifications to customers when an invoice is created and a reminder when payment due dates approach. The product will also send past due notices as well.

InvoiceSherpa offers users an easy to use dashboard, where they can easily view invoice status, including both current and past due invoices for all customers. The dashboard is where users can also view all open invoices and determine what action they wish to take on each open invoice. A customer portal is also available, allowing customers to easily access invoices and make a payment.

Alone with Accounts Receivable processing, InvoiceSherpa also offers payment processing, and recurring charges and payments, an excellent feature for those processing subscriptions on a regular basis.

InvoiceSherpa also has the ability to send invoices to customers, offering them the ability to pay the invoice directly, or access the invoice as a PDF. The Pay Invoice option at the bottom of the invoice allows customers to easily make a payment directly from the invoice, with a variety of payment types accepted including credit cards, ACH, and eChecks. Payments are automatically posted to the accounting system that is currently synced to the product. Businesses also have the ability to run credit card payments using the virtual payment server. In addition, InvoiceSherpa also handles both automated billing and subscription billing as well.

InvoiceSherpa is a good option for small to mid-sized businesses that are looking to automate their invoicing, accounts receivable, and payment options. InvoiceSherpa is available in three versions; Sole Proprietor version which is $49.00 per month, and can handle up to 100 invoices. Small Business and Enterprise versions that handle a greater number of invoices are available as well, with all versions offering payment and accounting software integration capability.