Frequently Asked Questions

Find answers to the most common questions.

How does InvoiceSherpa help with automating invoice collections?

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.

What are the key features of InvoiceSherpa?

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.

Can I integrate InvoiceSherpa with my existing accounting software?

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.

How does InvoiceSherpa handle late payments and reminders?

InvoiceSherpa automates reminders with customizable templates and escalation rules. Specify latepayment fees and integrate them with payment gateways.

What payment gateways does InvoiceSherpa support?

InvoiceSherpa offers multiple payment gateways like Stripe, Authorize.Net, Quickbooks Payments, LawPay, and Forte for customers to make direct payments from reminders.

Is my data safe?

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.

Can I customize the email templates and reminders in InvoiceSherpa?

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.

Can I set up different payment terms and schedules for different clients?

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.

Does InvoiceSherpa offer multi-currency support?

InvoiceSherpa supports multi-currency invoicing and payments. Select desired currency, auto-convert amounts, and integrate with payment gateways for seamless international business transactions.

What are the pricing plans for InvoiceSherpa?

To get the most recent and precise details on our pricing options, kindly check out our official pricing page at

How does the free trial work?

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.

How can I contact customer support if I have any issues or questions with InvoiceSherpa?

For InvoiceSherpa support, reach out to our team via email at or use the live chat feature on our platform for real-time assistance.

What is an open invoice?

An open invoice refers to an unpaid bill or invoice that is still outstanding and awaiting payment from the customer or client.

What if I exceed my plan’s open invoice limit?

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.

What are transaction fees?

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.

How do I know which plan to choose?

Once your accounting platform and InvoiceSherpa are synchronized, the system will automatically set up the appropriate plan.

What is the difference between annual and monthly pricing?

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.

Do I get a discount if I pay annually?

Absolutely! Take a moment to review the discounts available on our pricing page;

Can I change plans?

Yes. The system will optimize your plan by taking into account the open invoices you currently have.

Do I need to enter my credit card details to sign up?

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.

Start your journey to increased cash flow today!




Try InvoiceSherpa for free