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Automatically manages expiring credit cards before they become lost revenue.
Give clients 24hr access to view and pay all their outstanding invoices and make payment terms if needed.
Set recurring billing on a client or invoice level to automatically collect your payments.
An intuitive dashboard to monitor and stay on top of your cashflow.
One of the fastest ways to boost your cash flow is to collect money that clients already owe you… InvoiceSherpa makes sure you get paid on time and keeps your accounts receivable from getting out of control…watch the payments automatically get booked back into QuickBooks.
– From the Quickbooks Blog
Our customers have given us the 5-star seal of approval and we’re excited to earn the same from you!
QuicBooks Pro Advisor
"This is a great tool for any company that needs help managing A/R. I can see bookkeepers using this as an added value service as well so an accountant dashboard to manage multiple clients in the future would be lovely!!"
QuickBooks Pro Advisor, Founder of Moore Details Bookkeeping
"One of my passions is help small business' understand that THEY are likely the problem to getting paid by not offering enough payment options to their customers. Humans are natural procrastinators. If you make it difficult to pay your bill then expect that your client will take longer to pay you. Do yourself a favor and get InvoiceSherpa and make it simple for your clients to pay you."
Business type:Finance and Insurance Role: Office Manager
"Kudos To Invoice Sherpa!
THIS is it! I am certain by now my team members know how much I love this product and are tired of hearing about it. Pros: The automation of payment reminders, options to text a client as a reminder, send statements all on your own terms is amazing... It really is out of sight, out of mind.
From an administrative point of view, we have saved at least 2 hours / week on follow-up emails and phone calls. I enjoy the ability to save notes on individual invoices, for example a client promised to make payment by a deadline. The ability to implement payment plans is a huge plus, especially in our economy (Alberta). Setting up Auto-payments after setting up recurring invoices in QBO is a dream come true.
Our average days past due has dramatically reduced."
Business type: Professional, Scientific, and Technical Services Role: Consultant
"Extremely Useful And Well-Designed Tool
It's a really awesome tool to manage the customer invoicing process. In fact, even if you just use it to send out the initial invoice, it is still so much better than QBO's "send via email" capability.
If you have more than one or two clients, you need this tool. It's as simple as that. Very well-written, great functionality, and a very responsive developer."
Business type: Professional, Scientific, and Technical Services Role: President
"Fantastic App..........Best Find In A Long Time.
InvoiceSherpa paid for itself almost immediately by cutting our past dues in half. Automatic late fees added to QBO is a big plus and it is super easy to use for recurring transactions. Also really like the new merchant services option. Love this app! and the staff is great to work with too."
"Don't know how I managed before this.
InvoiceSherpa has saved me sooooooooooooo much time and effort.
I am able to charge my Credit Card Merchant Fee's directly to the customer, at the transaction window, without having to alter Invoices. Just add my Merchant Fee %, and InvoiceSherpa does the rest.
It's literally like having a dedicated employee for all my Billing needs, I feel confidant that I can leave my Accounts Receivables in the hands of InvoiceSherpa.
10/10 - Do Recommend."
"Since implementing InvoiceSherpa, it has saved us so much time and money. We trialled 4 products along with InvoiceSherpa and decided that this was the best. It's simple dashboard view and customisable HTML emails helped us brand it to our specifications. It is literally set and forget, it took us about 5 or so hours to do the whole lot and we saw a noticeable difference within a matter of days.
If you don't use an invoice reminder emails you're wasting a tonne of time in your business."
Business type: Retail Trade Role: CEO
"Super easy to use and amazing automation.
It is easy to use and has amazing features like invoice email reminders, text reminder, customer portal and many many more. Collecting on accounts receivable has been a breeze for us and it has saved us hours of additional work because of the automation it provides. Highly recommended!!"
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