# InvoiceSherpa Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InvoiceSherpa the right Accounting solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154446/InvoiceSherpa/reviews --- InvoiceSherpa 4 (13) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of InvoiceSherpa Ease of use 4.0 Customer Service 3.8 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Matthew D. Law Practice Used the software for: I used a free trial ### "Track Customer Notifications; Get Paid. " February 21, 2016 5.0 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. Review Source VR Verified Reviewer President Board Of Trustees Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Solid Integration" December 4, 2018 5.0 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 VR Verified Reviewer Co-Founder Used the software for: 6-12 months ### "Could have been good, but endless BUGS, speed issues" July 13, 2018 2.0 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 VR Verified Reviewer CFO Computer & Network Security Used the software for: 1-2 years ### "Invoice Sherpa" April 16, 2019 4.0 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 WO Wayne O. Operations Director Consumer Electronics Used the software for: 2+ years ### "By far the best invoice reminder software available" August 15, 2017 5.0 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 Response from InvoiceSherpa August 22, 2017 Thanks for the review, we love what we do! VR Verified Reviewer Owner Computer Networking Used the software for: 6-12 months ### "A great way to automate billing" March 21, 2019 4.0 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 GT Gina T. Social Media Manager Computer Software Used the software for: 6-12 months ### "10/10!" June 18, 2018 5.0 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 JT Jeremy T. President Information Technology and Services Used the software for: Less than 6 months ### "This is the best A/R solution we've found for QBO, but they have practically zero customer service" November 6, 2018 3.0 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 SL Shan L. Senior Accountant Accounting Used the software for: Less than 6 months ### "Great tool to manage AR" August 6, 2020 4.0 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 JL Jonathan L. Founder/CEO Marketing and Advertising Used the software for: Less than 6 months ### "The best invoicing app for integrating with accounting software." December 14, 2017 5.0 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 LD Leah D. Used the software for: 6-12 months ### "null" April 4, 2018 1.0 Review Source Jeremy W. Corporate Finance Staff Accountant Accounting Used the software for: Less than 6 months ### "null" June 27, 2016 4.0 Review Source MM Morgan M. Used the software for: ### "Great software and quick set up! " February 22, 2017 5.0 Invoice Sherpa cut our collections time in half. The system was very easy to set up and it synced everything from QuickBooks Online. 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