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:


Activating Your System

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

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

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