InvoiceSherpa

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

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

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 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

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

Using the Customer Portal 2

• Inviting Customers to Use the Customer Portal
• Editing the Customer Portal

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

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

Understanding Payment Processing 0

Using Payment Processing 0

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

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

Canned Responses Videos 0