InvoiceSherpa
Credit Control Features
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Chasing Settings
- Add late payment fee and sync to accounting platform
- Add late payment fee info
- Don't chase on weekends
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Number of schedules (max plan) Different schedules for different customer profiles, i.e. one for good payers / one for bad
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Set email days Set the days that emails are sent
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Set email time Set the time that an email is sent
- Turn off all chasing types at a customer level
- Turn off reminders for specific invoices
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Credit memos
- Reminder of unclaimed credit
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Customer Portal Functions including viewing account, invoices, and make payments
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Invoice reminder emails
- Attach invoices
- Automatically send reminders
- Customisable chasing templates
- Delay/Pause all reminders
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Don’t chase invoices with an outstanding balance below £X Set a value threshold and don't chase invoices with a value below this
- Manually send reminders
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Multiple invoices in one email Send more than one outstanding invoice in the same email so the client doesn't receive multiple emails
- Text reminders
- Invoice reminder texts
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Payments
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Payment gateway Make payments for invoices
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Payment plans Setup installment payments for invoices
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Payment gateway
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Pricing and particulars
- Minimum price particulars
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Reporting and Risk
- Average days overdue per customer report
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Setup templates and schedules
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Pre-built schedules Ready made intervals for communicating to clients
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Pre-built schedules
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Statement emails
- Customisable statement templates
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Thank you emails
- Customisable thank you templates
- Cost (from)
- £49.99
- Trial
- 14 day free trial, fully functional, no credit/debit card required
- Accounting Software
- QuickBooks Online, Xero
- Data Sync
- Every 3 hours, Manual
- Geographies Served
- Australia, Canada, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, UK, USA
- Head Office
- Montreal (CA)
- Offices
- Montreal (CA)
- Mobile OS Compatibility
- No mobile app
- Partner Program
- Yes
- Free Practice Subscription
- No
- Support Availability
- 13:00 – 22:00 GMT, Mon – Fri
- Support Channels
- Web Form
- Training
- Self Guided
- Two Factor Authentication
- No
- Sector
- Accounting and Bookkeeping, Agriculture, Construction and Engineering, Creative Agencies, Education and Training, Event Management, Franchising, Healthcare, Hospitality, IT and Telecomms, Legal Service, Manufacturing, Motor, Professional Services, Property and Real Estate, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale
- App Category
- Credit Control
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