Find answers to the most common questions.
InvoiceSherpa automates invoice collections by sending reminders for overdue invoices, offering customizable email templates, workflow stages, and integration with payment gateways and accounting software, improving efficiency and accounts receivable management.
InvoiceSherpa automates invoice reminders, customizes templates, workflows, and integrates with payment gateways. The client portal provides self-service access to invoices. Seamless integration with accounting software ensures synced data and professional communication.
InvoiceSherpa seamlessly integrates with popular accounting software like QuickBooks, Clio, and Xero, ensuring automatic data syncing, streamlined workflows, and improved accuracy for efficient accounts receivable management.
InvoiceSherpa automates reminders with customizable templates and escalation rules. Specify latepayment fees and integrate them with payment gateways.
InvoiceSherpa offers multiple payment gateways like Stripe, Authorize.Net, Quickbooks Payments, LawPay, and Forte for customers to make direct payments from reminders.
We take security seriously at InvoiceSherpa. Our servers are hosted in a world class data center protected by 24 hour surveillance and our application is always up to date with the latest security patches. Additionally, we prioritize data security through encryption, access controls, regular backups, compliance with regulations, security audits, and assessments. Users are encouraged to follow best practices for password strength and software/device updates.
Yes, customize email templates in InvoiceSherpa to match your brand. Add logos, personalize content with tokens, edit email content, and adjust reminder timing and frequency for a personalized customer experience.
InvoiceSherpa offers client-specific settings for payment terms and schedules. Configure terms like net 30/45/60 and create customized schedules for individual clients. Automated reminders ensure timely communication and flexible payment management.
InvoiceSherpa supports multi-currency invoicing and payments. Select desired currency, auto-convert amounts, and integrate with payment gateways for seamless international business transactions.
To get the most recent and precise details on our pricing options, kindly check out our official pricing page at https://invoicesherpa.com/pricing.html
Free trials provide you with a full version of the InvoiceSherpa platform for 14 days. You get the full experiences of the InvoiceSherpa platform so you know exactly what you’re getting when you become an InvoiceSherpa customer.
For InvoiceSherpa support, reach out to our team via email at support@invoicesherpa.com or use the live chat feature on our platform for real-time assistance.
An open invoice refers to an unpaid bill or invoice that is still outstanding and awaiting payment from the customer or client.
Your account will be upgraded to the next level if, during the billing cycle, you will be charged a prorated amount for the days you used the new plan. Additionally, you will receive a prorated refund for the days not used on the previous plan.
A 1% transaction fee is applicable to all payments made on invoices. This fee will be added to your invoice for the upcoming billing cycle, along with your monthly subscription fee.
Once your accounting platform and InvoiceSherpa are synchronized, the system will automatically set up the appropriate plan.
Annual plans are billed as a single yearly payment at a discounted rate. Monthly plans are billed every month on the date of your signup.
Absolutely! Take a moment to review the discounts available on our pricing page; https://invoicesherpa.com/pricing.html
Yes. The system will optimize your plan by taking into account the open invoices you currently have.
No. You can sign up and use InvoiceSherpa for 14 days without entering your credit card details. At the end of your trial, you will need to pick a plan and enter your credit card details.
