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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

* Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. * Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes 
QuickBooks Online Yes 
Stripe Yes 
Ascent ERP No 
CSG Forte No 
Clio Yes 
Cybersource No 
Moneris No 
PayPal No 
Payeezy No 
ProPay Yes 
QuickBooks Online Advanced Yes 
QuickBooks Payments Yes 
Salesforce No 
Stripe Billing Yes 
Xero Yes 

Integrations

Authorize.Net Yes 
QuickBooks Online Yes 
Stripe Yes 
Ascent ERP Yes 
CSG Forte Yes 
Clio No 
Cybersource Yes 
Moneris Yes 
PayPal Yes 
Payeezy Yes 
ProPay No 
QuickBooks Online Advanced No 
QuickBooks Payments No 
Salesforce Yes 
Stripe Billing No 
Xero No 

Pricing Details

$49.00/month
Sole Proprietor - $49.00/month
Small Business - $99.00/month
Enterprise - $199.00/month
Free Trial Yes 
Free Version No 

Pricing Details

$2,999 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

InvoiceSherpa

Founded

2016

Country

United States

Website

www.invoicesherpa.com

Vendor Details

Company Name

Kulturra

Founded

2012

Country

United States

Website

kulturra.com/payment-center-features/

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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