--- description: Review of InvoiceSherpa Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: InvoiceSherpa | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Billing and Invoicing Software](/directory/263/billing-invoicing-software/software) > [InvoiceSherpa](/software/34898/invoicesherpa) # InvoiceSherpa Canonical: https://www.softwareadvice.co.nz/software/34898/invoicesherpa Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/34898/invoicesherpa?page=2) > InvoiceSherpa is a cloud-based accounting solution suitable for small and midsize businesses. It helps users manage accounts receivable, payment processing, a customer portal and recurring payments. Accounts receivable tools include custom reminders that can be sent via email or text message. Users can schedule alerts for invoices being paid, upcoming due dates and past-due invoices. Clients can view invoices, collect payments and communicate with users through the client portal. Payments can be collected via credit card or ACH using the InvoiceSherpa payment processing module users' existing payment processors. The automated billing module allow users to customize each month for recurring services or products. InvoiceSherpa can integrate with accounting systems such as Xero, QuickBooks, Wave, Sage, FreshBooks and Harvest. The payment processing module offers automatic reconciliation and automatic updates for credit card information. Phone and email support is available. Pricing is per invoice per month. > > Verdict: Rated **4.0/5** by 13 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 13 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: InvoiceSherpa - **Location**: Eugene, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$49.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: \* Sole Proprietor: $49.00/pm \* Small Business: $99.00/pm \* Enterprise: $199.00/pm - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - ACH Payment Processing - API - Accounting - Accounting Integration - Accounts Payable - Accounts Receivable - Activity Dashboard - Activity Tracking - Aging Tracking - Alerts/Notifications - Automatic Billing - Bank Reconciliation - Billing & Invoicing - Check Processing - Client Portal - Core Accounting - Credit Card Processing - Customer Statements - Customisable Templates - Debit/Credit Card Processing ## Integrations (11 total) - 8am LawPay - Clio - Forte - Nuvei - PayPal - PayTrace - QuickBooks Money - QuickBooks Online - Stripe - Xero - authorize.net ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software) ## Related Categories - [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software) - [Accounting Software for Small Business](https://www.softwareadvice.co.nz/directory/506/small-business/software) - [Trucking Accounting Software](https://www.softwareadvice.co.nz/directory/315/transportation-software/software) - [Engineering Accounting Software](https://www.softwareadvice.co.nz/directory/297/engineering-software/software) - [Architecture Accounting Software](https://www.softwareadvice.co.nz/directory/328/architecture-software/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8447 reviews) 2. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2041 reviews) 3. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20639 reviews) 4. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1043 reviews) 5. [Wave](https://www.softwareadvice.co.nz/software/18767/wave) — 4.4/5 (1721 reviews) ## Reviews ### "Track Customer Notifications; Get Paid." — 5.0/5 > **Matthew** | *21 February 2016* | Law Practice > > 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. ----- ### "Solid Integration" — 5.0/5 > **Verified Reviewer** | *4 December 2018* | Transportation/Trucking/Railroad | Recommendation rating: 9.0/10 > > **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. ----- ### "Could have been good, but endless BUGS, speed issues" — 2.0/5 > **Verified Reviewer** | *13 July 2018* | Recommendation rating: 0.0/10 > > **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. ----- ### "Invoice Sherpa" — 4.0/5 > **Verified Reviewer** | *16 April 2019* | Computer & Network Security | Recommendation rating: 5.0/10 > > **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. ----- ### "By far the best invoice reminder software available" — 5.0/5 > **Wayne** | *15 August 2017* | Consumer Electronics | Recommendation rating: 10.0/10 > > **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. > > It keeps track of invoices, so we don't have to. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/34898/invoicesherpa?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/34898/invoicesherpa) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data