InvoiceSherpa
InvoiceSherpa is a web-based accounts receivable platform that combines invoice follow-up with payment collection.
What InvoiceSherpa is
InvoiceSherpa is a web-based accounts receivable platform that combines invoice follow-up with payment collection. It sends customizable email and SMS reminders when invoices are created, nearing their due date, overdue, or paid. Customers can use its portal to review invoices, pay, ask questions, arrange payment plans, or enroll in automatic payments. They can also pay from reminders by credit card or ACH. Businesses can set automatic payments, recurring charges, automatic late fees, and payment plans. InvoiceSherpa works 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. A 14-day trial does not require a credit card. All plans include North American-based support by email and chat. A 1% transaction fee applies to paid invoices, with a stated waiver for qualifying Propelr payments when opening an account through the integrations page.
Good
- Customizable reminders go by email and SMS.
- Customers can pay from reminders by card or ACH.
- Payments reconcile to connected accounting software.
- 14-day trial does not require a credit card.
Watch out
- No free plan is listed.
- A 1% transaction fee applies to paid invoices.
Who it suits
InvoiceSherpa suits businesses that send invoices and want to automate reminders and collection. Its stated audience includes agencies, law firms, IT services, consulting, software and technology companies, and accounting and bookkeeping firms.
Verdict
InvoiceSherpa pairs scheduled invoice reminders with customer payment options and accounting reconciliation. Review the invoice limits and transaction fee alongside the monthly plan price.
Plans and prices
From InvoiceSherpa's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Sole Proprietor | $49 a month | Up to 100 open invoices · custom scripting & scheduling · payment and accounting software integration · $49/mo |
| Small Business | $99 a month | 101 - 500 open invoices · custom scripting & scheduling · payment and accounting software integration · $99/mo |
| Enterprise | $199 a month | Unlimited open invoices · custom scripting & scheduling · payment and accounting software integration · $199/mo |
The facts
Each one read from InvoiceSherpa's own pages, with the date it was checked.
What it does
- Accounting integrations
- The platform works with QuickBooks Online, Xero, and Clio accounting platforms.checked 30 Sep 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.checked 30 Sep 2026
- Automatic collections
- InvoiceSherpa supports automatic payments, recurring charges, automatic late fees, and payment plans.checked 30 Sep 2026
- Customer portal
- Its customer portal lets customers view, pay, and ask questions about invoices, set up payment plans, and enroll in automatic payments.checked 30 Sep 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.checked 30 Sep 2026
- Payment integrations
- Listed payment integrations include Authorize.net, Forte, LawPay, PayPal, PayTrace, ProPay, Propelr, QuickBooks Payments, and Stripe.checked 30 Sep 2026
- Payment methods
- Customers can pay directly from invoice reminders by credit card or ACH.checked 30 Sep 2026
- Purpose
- InvoiceSherpa is an accounts receivable automation platform with integrated payments designed to help businesses get paid faster.checked 30 Sep 2026
- Reconciliation
- Payments are automatically posted and reconciled to the connected accounting software.checked 30 Sep 2026
- Security
- InvoiceSherpa says information is stored on servers in the United States and that it uses industry-reasonable physical, electronic, and managerial safeguards.checked 30 Sep 2026
- Support
- All plans include 100% North American based support plus email and chat support.checked 30 Sep 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.checked 30 Sep 2026
The company
- Company mission
- InvoiceSherpa’s stated mission is to get customers paid faster and accelerate their cash flow.checked 30 Sep 2026
- Headquarters
- Sacramento, California, United Stateschecked 28 Sep 2026
Money
- Trial terms
- The service offers a 14-day free trial without requiring a credit card.checked 30 Sep 2026
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