Accounts Receivable

Automate your accounts receivable process, from the time the
invoice is created to the time payment is collected.

Custom Scheduled Reminders
via Email and SMS

The key to staying on top of your invoices and accounts receivable is letting customers know the current status of their invoices. Using InvoiceSherpa you can easily automate the entire process including reminders when:

  • An invoice is created

  • The invoice is past due

  • A due date is coming up

  • A thank you when payment has been received

All of these items can be scheduled at different intervals and tailored to different customer groups, with a unique template that you customize with your own branding. We become a seamless extension of your business.

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Integrated Payments

  • Credit Cards

  • ACH/eCheck

We easily allow you to collect payments, in real-time, directly from the email or text reminder sent out by our system. Get set up with credit card payment processing and ACH in minutes with our worldclass payment solutions.

When a payment is collected you will be alerted and a payment will be posted directly to the invoice in your accounting software so there’s no need to double enter.

Never delay

Customer Portal

With a few clicks we can create a custom portal that allows your customers to view, pay, and ask questions about all of their invoices:

  • View all of their invoices

  • Get a complete overview

  • Easily communicate with your clients

  • Collect invoice payments

Our customer portal allows your customers to view, pay, and ask questions about all of their invoices.

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Credit card Auto-updating

Never miss a payment due to expired cards. Our platform will automatically update your clients credit cards prior to their expiry date.

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30 day free trial. No commitment.

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Automatic Late Fee

Automatic Late Fee

Apply a customized and automatic late fee to all past due invoices.

Early Payment Discounts

Early Payment Discounts

Set payment discounts automatically or manually, to encourage customers to pay faster.

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