Guide to Activating InvoiceSherpa
Getting Started
When you 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 advise that you proceed with the following steps:
- 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
- At the top right of your platform screen, you will find the following:
- Toggling the icon to blue activates the platform, and reminders will start being sent: