InvoiceSherpa Help Center

Settings

Customize your accounts receivable settings on InvoiceSherpa.

15 articles

Getting Started

Guides to get you get up and running quickly with InvoiceSherpa.

2 articles

FAQs

Frequently asked questions and support documentation for InvoiceSherpa.

7 articles

Dashboard

Learn how to activate your platform and navigate the dashboard on InvoiceSherpa.

3 articles

Customers

Learn how to organize your contacts into customized groups on InvoiceSherpa.

3 articles

Invoices Section

Learn how to start putting your cashflow on autopilot with invoice reminders.

4 articles

Automatic Payments

Learn how to enroll your customers in automatic payments on InvoiceSherpa.

2 articles

Customer Portal

Learn how to securely enable online payments from your customers on InvoiceSherpa.

2 articles

Late Fees

Learn how to encourage prompt payments from your customers on InvoiceSherpa.

2 articles

Payment Plans

Learn how to setup payment plans for your customers on InvoiceSherpa.

2 articles

System Settings

Learn how to navigate InvoiceSherpa settings in order to customize your platform.

3 articles

Connecting to your Accounting Platform

How to connect an accounting platform on InvoiceSherpa

3 articles

Transactions

View, search and manage all recent transactions paid through InvoiceSherpa.

1 article

Payment Processing - Error Messages

Understand common error messages returned from your payment gateway.

4 articles

InvoiceSherpa Trusted Advisor Account

Learn about the InvoiceSherpa Trusted Advisor program.

2 articles