InvoicePlane vs InvoiceSherpa

InvoicePlane is a free, self-hosted open source application for managing quotes, invoices, clients, and payments. It supports a billing workflow from quotes through invoices to payment, with invoice tracking, recurring invoices, and a customer payment portal. Client records can hold contact details, notes, and custom fields; basic project and task management is also available. Users can select themes, set amount formats, and modify email and PDF templates. Starting with version 1.6.2, the application supports creating eInvoices that can comply with European Union standards. The feature description lists PayPal and Stripe as online payment providers, while the version 1.6 wiki identifies Stripe as the only provider supported by default. InvoicePlane runs on web-server or shared hosting. Listed requirements include MySQL 5.5 or later or equivalent MariaDB, Apache 2.4 or later or Nginx 1.20 or later, and PHP 8.0 through 8.1. The homepage lists version 1.7.2 for server download. Support is community-provided through the forum and Discord; the project says it offers no paid help, service-level agreement, or 24/7 support.

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.