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SPECIFICTION
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InvoiceSherpa

invoicesherpa.com

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Spec score 7.7 #13 of 28 in Accounts Receivable Software

What it 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 a portal to review and pay invoices, ask questions, arrange payment plans, or enroll in automatic payments; payment from reminders is available by credit card or ACH. Businesses can set automatic payments, recurring charges, late fees, and payment plans. InvoiceSherpa connects with QuickBooks Online, Xero, and Clio, and lists payment integrations including Stripe, PayPal, Authorize.net, Forte, LawPay, PayTrace, ProPay, Propelr, and QuickBooks Payments. Payments are posted and reconciled to connected accounting software. Plans start at $49 a month for up to 100 open invoices; Small Business costs $99 a month for 101–500, and Enterprise costs $199 a month for unlimited open invoices. 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 Propelr payments when opening a new account through the integrations page.

Spec sheet

Purpose
InvoiceSherpa is an accounts receivable automation platform with integrated payments designed to help businesses get paid faster.Read 30 Sep 2026 · invoicesherpa.com
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.Read 30 Sep 2026 · invoicesherpa.com
Security
InvoiceSherpa says information is stored on servers in the United States and that it uses industry-reasonable physical, electronic, and managerial safeguards.Read 30 Sep 2026 · invoicesherpa.com
Support
All plans include 100% North American based support plus email and chat support.Read 30 Sep 2026 · invoicesherpa.com
Headquarters
Sacramento, California, United StatesRead 28 Sep 2026 · invoicesherpa.com
Accounting integrations
The platform works with QuickBooks Online, Xero, and Clio accounting platforms.Read 30 Sep 2026 · help.invoicesherpa.com
Automatic collections
InvoiceSherpa supports automatic payments, recurring charges, automatic late fees, and payment plans.Read 30 Sep 2026 · help.invoicesherpa.com
Company mission
InvoiceSherpa’s stated mission is to get customers paid faster and accelerate their cash flow.Read 30 Sep 2026 · invoicesherpa.com
Customer portal
Its customer portal lets customers view, pay, and ask questions about invoices, set up payment plans, and enroll in automatic payments.Read 30 Sep 2026 · invoicesherpa.com
Invoice reminders
The service sends customizable scheduled reminders by email and SMS when invoices are created, approaching their due date, past due, and paid.Read 30 Sep 2026 · invoicesherpa.com
Payment integrations
Listed payment integrations include Authorize.net, Forte, LawPay, PayPal, PayTrace, ProPay, Propelr, QuickBooks Payments, and Stripe.Read 30 Sep 2026 · invoicesherpa.com
Payment methods
Customers can pay directly from invoice reminders by credit card or ACH.Read 30 Sep 2026 · invoicesherpa.com
Reconciliation
Payments are automatically posted and reconciled to the connected accounting software.Read 30 Sep 2026 · invoicesherpa.com
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.Read 30 Sep 2026 · invoicesherpa.com
Trial terms
The service offers a 14-day free trial without requiring a credit card.Read 30 Sep 2026 · invoicesherpa.com

Plans and prices

Sole Proprietor $49 a month $49/mo Up to 100 open invoices · custom scripting & scheduling · payment and accounting software integration Read 30 Sep 2026 · invoicesherpa.com
Small Business $99 a month $99/mo 101 - 500 open invoices · custom scripting & scheduling · payment and accounting software integration Read 30 Sep 2026 · invoicesherpa.com
Enterprise $199 a month $199/mo Unlimited open invoices · custom scripting & scheduling · payment and accounting software integration Read 30 Sep 2026 · invoicesherpa.com

Every InvoiceSherpa plan and price →

Strong points and limits

Strong points

  • Customizable email and SMS invoice reminders
  • Customer portal supports payment plans and automatic payments
  • Payments reconcile to connected accounting software
  • 14-day trial requires no credit card

Limits

  • No free plan
  • 1% transaction fee applies to paid invoices
  • Sole Proprietor plan covers up to 100 open invoices

Who it suits

InvoiceSherpa suits businesses that send invoices and want to automate reminders and payment collection. Listed audiences include agencies, law firms, IT services and consulting, software and technology companies, and accounting and bookkeeping firms.

Verdict

InvoiceSherpa combines invoice reminders, customer payment options, and accounting reconciliation. Before choosing a plan, account for its monthly price and stated transaction fee.

Where Specifiction places it

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