"Integrations" - Settings

From the “Integrations” tab, you can connect your Accounting Platform and Payment Processor:   

This tab can be conveniently accessed through the "Settings" option from the main menu

From the “Accounting Connection” tab, you can connect the following platforms:

Once you click the “Connect” button, you will be redirected to the chosen platform. From there, you can enter your credentials. After your credentials have been confirmed, you will be redirected back to InvoiceSherpa while the data synchronises between both platforms.

From the “Payment Processor” tab, you can connect your chosen processor. If you do not yet have one, you can select to begin the application process through our partner processor, Propler:

Activating the "Connect" button will commence an "authentication" process within InvoiceSherpa, prompting you to log in to your Payment Processors account or enter your merchant details.

The following will display the appearance of each processor's screen:

QuickBooks Payments

Authorize.Net

LawPay

PayTrace

ProPay

Stripe

Global One

Forte

PayPal

Follow the processor's instructions to authorise InvoiceSherpa to access processing details in your account (enabling seamless communication). After successful integration, you will be redirected back to InvoiceSherpa.