InvoiceSherpa
Welcome
Login
Sign up
Home
Solutions
Forums
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
Getting Started
Overview of InvoiceSherpa
2
InvoiceSherpa Overview Video
Quick Start Guide
Setting Up Your Account
4
Setting Up Your InvoiceSherpa Account
Enabling Credit Card and ACH Payments
Creating InvoiceSherpa Account Through Quickbooks Online
Changing to a New Accounting Platform
Home
Understanding the Home screen
1
Understanding the Home Screen
Using the Home screen
8
Filtering the Open Invoices View
Sending a Manual Reminder
Searching for an Open Invoice, a Scheduled Action or a Recent Action
Getting a Payment Link
Pausing and Un-Pausing Reminders for an Invoice
See all 8 articles
Invoice Reminders
Working with Reminders
7
Overview of Reminders
About the Scheduled Actions
Activating or Pausing All Reminders
Creating a Customized Reminder Footer
Defining When Reminders are Sent
See all 7 articles
Working with Reminder Schedules
4
Scheduling Before Due Date Actions
Scheduling After Due Date Actions
Editing a Reminder Schedule
Deleting a Reminder From Schedule
Working with Custom Reminder Schedules
4
Creating a Different Reminder Schedule for One or More Customer
Assigning a Single Customer to a Custom Reminder Schedule
Assigning Multiple Customers to a Custom Reminder Schedule
Deleting a Custom Reminder Schedule
Editing Reminder Templates
4
Editing Reminder Templates
Using Script Variables
Using a Custom Template Style
Removing the Download PDF Button from Reminders
Working with Statement Schedules
6
Adding a Statement Schedule
Editing an Invoice Statement Schedule
Deleting an Invoice Statement Schedule
Editing the Statement Schedule Template
Showing Credit Memos on Statements
See all 6 articles
Reminder Settings
0
Automatic Payments
Automatic Payments
8
Overview of Recurring Payments
Indicating Recurring Payment Settings
Adding a Customer Payment Method
Setting Up Recurring Payments at the System Level
Setting Up Recurring Payments at the Customer Level
See all 8 articles
Automatic Payment Settings
0
Customers
Using the Customers screen
2
Change Customer Reminder Preferences for Multiple Customers
Use the Top Debtors screen
Understanding the Customer Detail screen
1
Overview of the Customer Detail screen
Using the Customer Detail screen
3
View Customer Information
Change a Customer's Email
Changing Preferences for a Customer
Customer Portal
Using the Customer Portal
2
Inviting Customers to Use the Customer Portal
Editing the Customer Portal
Late Fees
Understanding Late Fees
1
Overview of Late Fees
Using Late Fees
3
Adding a Late Fee Schedule
Editing a Late Fee Schedule
Deleting a Late Fee Schedule
Payment Plans
Understanding Payment Plans
1
Overview of Payment Plans
Using Payment Plans
4
Adding a Payment Plan
Deleting a Payment Plan or Payment Plan Invoice
Sending an Introduction Email for Payment Plans
Customizing the Payment Plan Introduction Template
Payment Processing
Understanding Payment Processing
0
Using Payment Processing
0
Settings
Defining Company Settings
2
Overview of Company Preferences
Controlling Communication Preferences
Setting Up Accounting Integration
2
Having Emails Sent From Your Domain
Using InvoiceSherpa With Multiple Clients (Partner Program)
Setting Up Payment Integration
4
Setting Up Payment Integration
Using InvoiceSherpa's Merchant Services
Customizing Your Reactive Revenue Recovery Template
Customizing Your Proactive Revenue Recovery Template
Videos
Home
9
Video: Tour the InvoiceSherpa Dashboard
Video: Send a Manual Reminder
Video: Get a Payment Link
Video: Link to Update Payment Method
Video: Pause Automatic Payment Reminders
See all 9 articles
Invoice Reminders
8
Video: Identify Actions that can be Scheduled
Video: Create a Reminder Schedule
Video: Create a Custom Reminder Schedule
Video: Use Statement Schedules
Video: Edit Reminder Templates
See all 8 articles
Recurring Payments
6
Video: Recurring Payment Options in InvoiceSherpa
Video: Add Customer Payment Method
Video: Set Up InvoiceSherpa to Collect All Payments Automatically
Video: Set Up Recurring Payments for Some Customers
Video: Allow Customers to Enroll in Auto Pay
See all 6 articles
Payments Processing
1
Video: Enable Credit Card Processing
Customers and Customer Portal
4
Video: Work with Customers
Video: Change Customer's Email Address
Video: Manage Customer Portal
Video: Accept Customer Portal Invitation
Late Fees and Payment Plans
2
Video: Work with Late Fees
Video: Payment Plans
Settings and Company Preferences
1
Manage Company Preferences
Invoice Sherpa - Videos
Canned Responses Videos
0
Help Desk Software
by Freshdesk