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InvoiceSherpa
What InvoiceSherpa is
InvoiceSherpa automates accounts receivable and connects invoice follow-up with payment collection. It sends scheduled, customizable email and SMS reminders when invoices are created, nearing their due dates, overdue, and paid. Customers can use its portal to view and pay invoices, ask questions, set up payment plans, or enroll in automatic payments. They can also pay from reminders by credit card or ACH. Businesses can configure recurring charges, late fees, and payment plans. InvoiceSherpa connects with QuickBooks Online, Xero, and Clio, and lists payment integrations including Authorize.net, Forte, LawPay, PayPal, PayTrace, ProPay, Propelr, QuickBooks Payments, and Stripe. Payments are posted and reconciled to connected accounting software. The web service starts at $49/mo and offers a 14-day trial without requiring a credit card. Paid invoices incur a 1% transaction fee, with a stated waiver for payments processed through Propelr when opening an account through the integrations page. All plans include North American-based support by email and chat.
Who it suits
InvoiceSherpa may suit agencies, law firms, service providers, and other businesses that send invoices and want automated reminders or payment plans. Its accounting integrations include QuickBooks Online, Xero, and Clio.
What it does well
- Scheduled email and SMS invoice reminders
- Customer portal supports questions and payment plans
- Payments reconcile to connected accounting software
- 14-day trial does not require a credit card
What to know first
- No free plan is available
- A 1% fee applies to paid invoices
- Plans start at $49/mo
Limits
Sole Proprietor supports up to 100 open invoices, Small Business supports 101–500, and Enterprise allows unlimited open invoices. A 1% transaction fee applies to invoices paid, with a stated Propelr waiver when opening a new account through the integrations page.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise | $199/mo · Unlimited open invoices · custom scripting & scheduling · payment and accounting software integration | $199 a month |
| Sole Proprietor | $49/mo · Up to 100 open invoices · custom scripting & scheduling · payment and accounting software integration | $49 a month |
| Small Business | $99/mo · 101 - 500 open invoices · custom scripting & scheduling · payment and accounting software integration | $99 a month |
As invoicesherpa.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open the InvoiceSherpa website
- Start the 14-day trial without a credit card
- Choose a plan based on open-invoice volume
- Connect QuickBooks Online, Xero, or Clio
- Connect a listed payment integration
- Configure invoice reminders and payment options
Verdict
InvoiceSherpa combines invoice reminders, customer payment options, and accounting reconciliation in a web platform. Consider the 1% transaction fee alongside the monthly plan price.
Questions
How much does InvoiceSherpa cost?
Sole Proprietor is $49 a month, Small Business is $99 a month, and Enterprise is $199 a month.
Is there a free plan or trial?
There is no free plan. A 14-day free trial is available without requiring a credit card.
Which platforms does InvoiceSherpa support?
InvoiceSherpa is available on the web.
What accounting software does it connect to?
It works with QuickBooks Online, Xero, and Clio, and automatically posts and reconciles payments to connected accounting software.
What payment methods can customers use?
Customers can pay from invoice reminders by credit card or ACH. Listed payment integrations include Stripe, PayPal, Authorize.net, Forte, LawPay, PayTrace, ProPay, Propelr, and QuickBooks Payments.
What support is included?
All plans include North American-based support through email and chat.
Facts from InvoiceSherpa's own pages
- Accounting integrations
- The platform works with QuickBooks Online, Xero, and Clio accounting platforms. · help.invoicesherpa.com, 30 Sept 2026
- Audience
- InvoiceSherpa says it serves agencies, law firms, IT services and consulting, software and technology companies, accounting and bookkeeping firms, and any business that sends invoices. · invoicesherpa.com, 30 Sept 2026
- Automatic collections
- InvoiceSherpa supports automatic payments, recurring charges, automatic late fees, and payment plans. · help.invoicesherpa.com, 30 Sept 2026
- Company mission
- InvoiceSherpa’s stated mission is to get customers paid faster and accelerate their cash flow. · invoicesherpa.com, 30 Sept 2026
- Customer portal
- Its customer portal lets customers view, pay, and ask questions about invoices, set up payment plans, and enroll in automatic payments. · invoicesherpa.com, 30 Sept 2026
- Headquarters
- Sacramento, California, United States · invoicesherpa.com, 28 Sept 2026
- Invoice reminders
- The service sends customizable scheduled reminders by email and SMS when invoices are created, approaching their due date, past due, and paid. · invoicesherpa.com, 30 Sept 2026
- Payment integrations
- Listed payment integrations include Authorize.net, Forte, LawPay, PayPal, PayTrace, ProPay, Propelr, QuickBooks Payments, and Stripe. · invoicesherpa.com, 30 Sept 2026
- Payment methods
- Customers can pay directly from invoice reminders by credit card or ACH. · invoicesherpa.com, 30 Sept 2026
- Purpose
- InvoiceSherpa is an accounts receivable automation platform with integrated payments designed to help businesses get paid faster. · invoicesherpa.com, 30 Sept 2026
- Reconciliation
- Payments are automatically posted and reconciled to the connected accounting software. · invoicesherpa.com, 30 Sept 2026
- Security
- InvoiceSherpa says information is stored on servers in the United States and that it uses industry-reasonable physical, electronic, and managerial safeguards. · invoicesherpa.com, 30 Sept 2026
- Support
- All plans include 100% North American based support plus email and chat support. · invoicesherpa.com, 30 Sept 2026
- Transaction fee
- The pricing page states that a 1% transaction fee applies to all invoices paid, with a waiver for payments processed through Propelr when opening a new account through the integrations page. · invoicesherpa.com, 30 Sept 2026
- Trial terms
- The service offers a 14-day free trial without requiring a credit card. · invoicesherpa.com, 30 Sept 2026
Where InvoiceSherpa stands on Freedom251
- Accounts Receivable Software#16 of 28