Guide to Activating InvoiceSherpa

^{Getting Started}

^{When you create your InvoiceSherpa account or connect it to your accounting platform, your system will be automatically set to 'System Paused' mode. You can activate it whenever you prefer. We recommend that you follow these steps before doing so:}

• ^{Connect your Accounting Platform}
• ^{Connect your Payment Processor}
• ^{Add your Company information & logo}
• ^{Complete your Payment Settings}
• ^{Customise your Reminder Workflow}
• ^{Set up Late Fees {Optionally}}

Activating Your System

1. At the top right of your platform screen, you will find the following:

2. Toggling the icon to blue activates the platform, and reminders will start being sent:

^{Related Articles: How can I pause the system?}