InvoiceSherpa Reviews

I love InvoiceSherpa makes my accounting easy and kinda fun to do. As a business owner I know numbers are not always the most fun, but with InvoiceSherpa's sleek look interface I sometimes honestly forget I'm doing something with numbers. I also love how easy it is to use and laid out for anyone on my team to use.

The pricing seems a bit off. I know that other invoicing software is free/cheaper and I found that only offering a 14-day trial isn't really keeping up with other Softwares.

I would use this in business applications between B2B personally. Super easy to use and there is ever a free trail to try it out!

I'm solving lots of account problems, but mainly it's my customer relationship that I'm solving. I found it being easier to focus on the work first before the money keeps my clients happy.

It takes the worry out of manually sending reminders of past due invoices

Inviting customers to the portal isn’t as easy as it should be

Makes collection easier. You can see when a customers open an email.

It's a strong software to collect and record your cash flow. Very effective. Extremely useful technology that will allow the user to better record their own invoices and better track their finances. In today's economy, that is extremely useful considering everyone has been tightening up their expenses. It has helped our company track our expenses and see where our money is going, and where we could potentially cut some costs, which is great. I like how it integrates into our accounting software; we think that is extremely useful. I would rate it a 9/10 for a software like this and would recommend to any of my peers, both personal and professional. I believe we will keep using it in the future too.

I think the interface could be a little stronger and easier to use.It seems a little out of date, but I think, with the right leadership, they could turn it around very quickly.The customer support seems like it also lacking to some degree.

I would definitely give it a shot. I think it's an effective tool to analyze your cash flow and see what areas your business could need improvement on. Very great software.

We are using InvoiceSherpa to manage our cash flow and see where we could improve our business. Other benefits that we have realized is that we able to cut out some of our excess spending for things that don't appear to extremely useful to us anymore. It has allowed to realize where it is best to spend our resources and our time.

I like that it is easy to use and access the different aspects of it.

Sometimes there feels like there are too many options and ways to complete one task

It has helped me realize that processing an invoice doesn't need too many steps

The easy setup and integration with our accounting software is one of the key points, together with the almost real time update of any changes made. We use Xero for many of our entities and integrating InvoiceSherpa has been really straight forward. There is enough customization capabilities, but do not expect a custom made software level of adaptability to your requirements.

Although you can adapt the branding of the reminders to your own, it goes just up to certain point. We still found trouble with some colors unable to be edited, and made it weird looking together with our branding colors. Would be great to edit all parts of the email reminders directly from the platform. Additionally, sometimes the platform is really slow to load and in many occasions we found that changes we made did not actually impact. It does not have an actually usable history log or follow-up functionality to keep track of the status of each of the accounts. Would be nice to have it included here as well.

Had lots of bugs and glitches at the beginning, but support were very handy in sorting all the situations that we flagged, although not as quick as we would wanted. It was evident that it was a new startup, so we had this consideration.

ease of payment and viewing your account

unable to pay at times because of glitches in the system

This is a complicated program and using it requires a lot of single invoice manipulation. It is not the easiest system to use.

Major increase in payments being on time

The best part of InvoiceSherpa is the ease of using alongside QBO. Makes invoicing and tracking a breeze!

The automatic emails are not always necessary and may be overload for the client.

Great platform to link with Quickbooks.

This is streamlining our invoicing system, ensuring nothing is falling through the cracks.

We are a growing law firm, invoicesherpa helps cut some of the manual time of following up with clients for payments.

Limited features on InvoiceSherpa, very little support behind the software. It sends manual reminders, and theres not much more to it. We stopped using it last year, so I am unsure if they have improved some features. Also, there a sync with Clio which is good but not for payments which is a pain. Fees needs to be manually recorded with this software so that is a setback.

Makes some follow up work automated which saves time in the day

Our accounting team was reasonably happy with the functionality.

After multiple calls and emails, I finally connected live with the CEO (I called him). Decent enough conversation but held firm on the pricing unless we switched payment processing to theirs. He then promised to follow-up without follow-through for options.

Automated invoices

The templates are professional and it syncs automatically with Xero.

The whole system is very buggy and slow. The system has automatically run out clients' credit cards a few times. Usually, you have to file several support tickets and they rarely pick up the phone. It was confusing to setup.

In accounting, you want to be as professional as possible but you will look really dumb in front of your clients after you automatically process their credit cards.