Activating your the Platform

This article provides a comprehensive guide on activating your InvoiceSherpa platform either during the initial account creation or following any period of being in "System Paused" mode.

Getting Started

When you initially create your InvoiceSherpa account or integrate it with your accounting platform, your system will be automatically configured to the "System Paused" mode. You can activate it at your convenience. We strongly advise that you proceed with the following steps:

  • Customizing your Account Settings
  • Setting up your Invoice Reminder Schedule
  • Setting up Automatic Payment Rules

Activating Your System

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

  1. By simply toggling the icon to blue, you will activate the platform and reminders will commence being sent:

Related Articles; How do I pause the system?

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