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better software since 1999
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Get paid faster by automating your accounts receivable. InvoiceSherpa's advanced invoice reminder and collection software automatically chases late invoices and integrates quickly with all major accounting software platforms. InvoiceSherpa is packed full of management features to automate your accounts receivable, which speeds up your cash flow cycle so you can improve your bottom line, business performance and customer satisfaction.
Provider
InvoiceSherpa
Located In
United States
Foundation
2015
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Training
Documentation, Live Online, Videos
Support
24/7 (Live rep), Email/Help Desk, Chat, Phone Support
We work with any business who is trying to collect faster on their invoices or automatically on their recurring and subscription payments. We help you get paid faster!
Content Source: InvoiceSherpa
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InvoiceSherpa Reviews
Pros
It's a wonderful product compared to other products.
Absolutely adore this product and would recommend it to any business owner whether their business is large is small. Great features and easy to use.
The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.
Cons
Tracking down what had and hadn't happened each month was worse than running my subscriptions manually.
Aside from the bugs, I really struggled with the interface, and having to click back and forth between multiple tabs to get the information I needed.
No option to send the emails for new invoices immediately, yet put all other collection type emails on schedules.
"Track Customer Notifications; Get Paid. "
Overall: Still in the free trial, but this software ROCKS!!! Easy to set up, Easy to use, seamless integration with billing software along with immediate response to support inquires.
"Invoice Sherpa"
Pros: What I like most about Invoice Sherpa is that emails can be customized to say what you want, include attachments, and sent out on any schedule you specify to whatever customers you choose.
Cons: The platform is not very user friendly and if you are not careful, it will send out emails on your behalf that you didn't mean for it to send.
"Could have been good, but endless BUGS, speed issues"
Pros: Liked the feature set. Interface is superficially attractive, though unfortunately clunky to work with. Initially, really great customer support.
Cons: The BUGS. OMG, hunting down glitches and bugs each month in my billing almost killed me. I had months where subscriptions randomly wouldn't get charged, or the payment would get recorded 2x, the charge amount would be off, or even where customers NOT on autopay got auto-charged - yikes! The deposit report was completely unreliable and inaccurate, such that I had to get direct login access to the payment gateway to be able to do my reconciliation. Tracking down what had and hadn't happened each month was worse than running my subscriptions manually! I kept on hoping that the bugs would get ironed out, but finally bit the bullet (transitions are hard!) and moved to a new software. Aside from the bugs, I really struggled with the interface, and having to click back and forth between multiple tabs to get the information I needed. Plus, loading a new screen or refreshing after new info was added was super sloooow, making this even more onerous. Customer support was initially really great, but I think they grew faster than they could manage, and support went out the window pretty quick.
"Solid Integration"
Pros: The software integrates well with QuickBooks Online. Easy to use, set it and forget it and has payment integration.
Cons: A bit of lack of functionality with small things that I would like the system to do and reports it could generate.
"Streamlined our collections in a matter of days!"
Overall: automatic collection emails daily
Pros: Sends out automatic emails for collections, reminders, statements, receipts, etc... and can be customized for which emails are sent to each client, what is included in the body of the email, attachments, etc. and customers can pay from inside the email with just a click.
Cons: No option to send the emails for new invoices immediately, yet put all other collection type emails on schedules. The credit card processing they "discount" you for using has low limits so we had to go back to intuit payment processing, which has higher fees.
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