# InvoiceSherpa Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about InvoiceSherpa Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/154446/InvoiceSherpa

---

# 

 InvoiceSherpa Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

InvoiceSherpa

## What is InvoiceSherpa?

Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

## What is InvoiceSherpa used for?

[Payment Processing](https://www.capterra.com/payment-processing-software/)[Trucking Accounting](https://www.capterra.com/trucking-accounting-software/)[Legal Accounting](https://www.capterra.com/legal-accounting-software/)

Top alternative

Featured

Overall rating

Based on 13 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$49

Per Feature, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for InvoiceSherpa?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.invoicesherpa.com&name=InvoiceSherpa)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### InvoiceSherpa

4.0 (13)

VS.

[4.2 (2,035)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

$49

Per Feature, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (13)

Ease Of Use

4.0 (7,673)

Value For Money

4.3 (12)

Value For Money

3.9 (6,585)

Customer Service

3.8 (12)

Customer Service

3.8 (6,289)

## InvoiceSherpa alternatives

Highest Rated

[4.4 (672)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[3.9 (423)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

72%

of reviewers

rated it above 4 stars

[4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Accounts Payable

Track money owed to a company's creditors/suppliers

Accounts Receivable

Track outstanding invoices and the money owed from clients

ACH Payment Processing

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

InvoiceSherpa 37 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Setup and send recurring or automated bills

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Receive and deposit or issue and record check payments

Private online space that lets businesses securely share documents and provide information access to clients

Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more.

Accept and process credit card transactions

Reports that show customers their invoices, payments, and balance on the account

Pre-designed layouts that can be customized to match preferences and requirements

Accept and process credit/debit card transactions

Electronically collect payments for goods or services

Pre-made examples and templates for emails

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Clients can submit payments via mobile devices

Accept and process online payment transactions

Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit

Allow customers to make a partial payment on an invoice and track remaining debt

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Integration with payment gateways to facilitate online transactions

Manage plans with a set payment schedule that help customers pay outstanding debt

Accept, record, and reconcile financial transactions

Reconcile payments with corresponding invoices or orders for accounting purposes

A list of customers and their payments due updated on a monthly basis

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Timed notification for any upcoming task, deadline, appointment, or activity

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (11)

4.0

Based on 11 reviews

## Pricing

Value for money

4.3 (12)

Free Trial

Basic

$49.00

Per Feature,Per Month

Value for money

4.3 (12)

4.3

Based on 12 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Clio](https://www.capterra.com/p/105428/Clio/)[

authorize.net](https://www.capterra.com/p/221412/authorizenet/)[

8am LawPay](https://www.capterra.com/p/177253/LawPay/)[

QuickBooks Money](https://www.capterra.com/p/170065/QuickBooks-Money/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

3.8 (12)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.8 (12)

3.8

Based on 12 reviews

## User reviews

Overall rating

4.0

Based on 13 reviews

Filter by rating

5(6)

4(4)

3(1)

2(1)

1(1)

Mentioned topic

Sorted by most recent

SL

Shan L.

Senior Accountant

Accounting

### "Great tool to manage AR"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

August 6, 2020

It's a wonderful product compared to other products.

Pros

InvoiceSherpa is very easy to implement across platforms like Quickbook and configure in the software. It allows you to automatically or manually send out the statements to the customers, which gives our AR department more capacity to chase after hard-to-get checks. Also, our customers can check the open invoices through the online portal, which reduces the cost of communication.

Cons

If the price package could be rolled out in different ways, that would be perfect. The reason is our business fluctuates across seasons. Sometimes, we do not have that high volume of transactions. But the price has to be paid for using it during the busy season.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

CFO

Computer & Network Security

### "Invoice Sherpa"

4.0

Overall Rating

4.0

4.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

5/10

April 16, 2019

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Owner

Computer Networking

### "A great way to automate billing"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

March 21, 2019

Pros

This software made it VERY easy to automate billing with automated payments and automated QuickBooks Online updates.

Cons

Sometimes support was lacking, as it was all provided by the owner, creator, and developer—a single person.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

President Board Of Trustees

Transportation/Trucking/Railroad

### "Solid Integration"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 4, 2018

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JT

Jeremy T.

President

Information Technology and Services

### "This is the best A/R solution we've found for QBO, but they have practically zero customer service"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

1.0

1.0

Likelihood to Recommend

7/10

November 6, 2018

Pros

Automated A/R: automatically email invoices created in QBO without any user interaction. Automated reminders and statements. Branded with our company. Self-service pay online via ACH/Credit Card using Intuit. Automated credit card convenience fees and late fee invoices.

Cons

They have practically no customer service (chat/email/phone goes completely unanswered for weeks). They are not active on social media which is also disconcerting. I hope that they figure out how to improve customer service. I plan to stay on this platform as long is it continues to work; only 3 months into using it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Co-Founder

### "Could have been good, but endless BUGS, speed issues"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

2.0

2.0

Likelihood to Recommend

0/10

July 13, 2018

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GT

Gina T.

Social Media Manager

Computer Software

### "10/10!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 18, 2018

Pros

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.

Cons

I can’t think of one negative thing to say about this product, it is now our go to for all things invoicing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LD

Leah D.

### ""

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

April 4, 2018

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JL

Jonathan L.

Founder/CEO

Marketing and Advertising

### "The best invoicing app for integrating with accounting software."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 14, 2017

Pros

The big benefit to this software is its seamless integration. Also like the recurring payments options and the late fees options.

Cons

It’s a little expensive if you’re a small startup. Would be nice if they had an option for freelancers.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WO

Wayne O.

Operations Director

Consumer Electronics

### "By far the best invoice reminder software available"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 15, 2017

It keeps track of invoices, so we don't have to.

Pros

Easy to use. Easy to set up. It does the work of an employee. Keeps track of our invoices, so we don't have too!

Cons

It would be helpful if this software had an option for snail mailing invoices to customers at intervals.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

August 22, 2017

Thanks for the review, we love what we do!

[View all Reviews](https://www.capterra.com/p/154446/InvoiceSherpa/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)