# 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 June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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. [4.3 (711)](https://www.capterra.com/p/76/Intacct/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 4.2 (637) Value For Money 4.3 (12) Value For Money 4.0 (544) Customer Service 3.8 (12) Customer Service 4.0 (576) ## InvoiceSherpa alternatives [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.0 (608)](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 76% 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 Highest Rated [4.7 (647)](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/reviews/) Starting price $47.50 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about InvoiceSherpa Overview ### Which roles and teams benefit most from InvoiceSherpa? InvoiceSherpa is most used by finance leaders, accountants, and business owners who need to streamline accounts receivable and speed up collections. Operations leaders use it to automate payment reminders and reduce manual follow-up, while executives rely on clearer cash flow visibility and more consistent invoice payment workflows. Answer based on 10 reviews Overview ### What company size and specific industries is InvoiceSherpa built for? InvoiceSherpa is designed for businesses of all sizes that need help managing late payments and automating invoice follow-ups. It is especially suited to accounting firms, service providers, and other businesses that want more efficient accounts receivable and better cash flow management. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of InvoiceSherpa? InvoiceSherpa offers billing and invoicing tools, invoice management, and automatic billing for recurring and subscription billing. It also includes payment collection features such as ACH payment processing, credit card processing, online payments, and payment reconciliation, plus email reminders, customer statements, and aging tracking. Integrations ### Which third-party tools and platforms does InvoiceSherpa integrate with? InvoiceSherpa integrates with 12 third-party tools for accounting and payments, including QuickBooks Online, QuickBooks Money, Xero, PayPal, Stripe, Authorize.net, Nuvei, PayTrace, ProPay, Forte, Clio, and 8am LawPay. Getting Started and Support ### What training and onboarding options does InvoiceSherpa offer? InvoiceSherpa provides live online sessions, documentation, and videos for training. Live online sessions can support guided setup and questions in real time, documentation offers written reference for product details and steps, and videos provide visual walkthroughs for users who prefer self-paced learning. Getting Started and Support ### What customer support options does InvoiceSherpa offer? InvoiceSherpa provides email/help desk, phone support, 24/7 live rep, and chat. Support coverage is broad across these channels, giving users multiple ways to get help when needed. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## 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. AN 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. AN 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. AN 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. AN 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.