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About

Enhance your cash flow management by implementing an automated accounts receivable system to expedite invoice processing. InvoiceSherpa's state-of-the-art software effectively handles overdue invoices and seamlessly integrates with leading accounting platforms. InvoiceSherpa offers a comprehensive suite of management tools to streamline your accounts receivable processes, ultimately accelerating your cash flow cycle and enhancing your financial performance and client relations. * Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system.

About

Accept credit card and ACH payments anywhere in Salesforce. Send payment requests to your customers so they can pay from their email. Drag and drop payment component or terminal, no coding necessary. Authorize, capture, void, or refund credit cards right from Salesforce. Tokenize credit card information so you don't store sensitive data. Record other types of payments such as checks, cash, wire, etc. Integrated with leading payment processors (use your existing processor or sign up for a new one directly with the processor). Fully customizable invoice templates. Options for discounts, shipping fees, taxes, credit card surcharge, or any other additional charges. Allow for down payments or multiple installments. Print or email multiple invoices at once. Automatic reminders for outstanding invoices. Works natively with Salesforce accounts, contacts, opportunities, quotes, and products. Accept payments using credit card, eCheck/ACH, check, wire transfer, cash, etc.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Global Market

Audience

Companies, businesses and individuals seeking a solution to take payments anywhere in Salesforce

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49.00/month
Free Version
Free Trial

Pricing

$2,999 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvoiceSherpa
Founded: 2016
United States
www.invoicesherpa.com

Company Information

Kulturra
Founded: 2012
United States
kulturra.com/payment-center-features/

Alternatives

Alternatives

RewardPay

RewardPay

Payroc

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integrations

Authorize.Net
QuickBooks Online
Stripe
Ascent ERP
CSG Forte
Clio
Cybersource
Moneris
PayPal
Payeezy
ProPay
QuickBooks Online Advanced
QuickBooks Payments
Salesforce
Stripe Billing
Xero

Integrations

Authorize.Net
QuickBooks Online
Stripe
Ascent ERP
CSG Forte
Clio
Cybersource
Moneris
PayPal
Payeezy
ProPay
QuickBooks Online Advanced
QuickBooks Payments
Salesforce
Stripe Billing
Xero
Claim InvoiceSherpa and update features and information
Claim InvoiceSherpa and update features and information
Claim Kulturra and update features and information
Claim Kulturra and update features and information