Do You Need a Sherpa Guiding Your Accounts Receivable?

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Want to improve your cash flow by getting paid faster? Perhaps you need a "Sherpa" guiding your receivables – an InvoiceSherpa.

InvoiceSherpa automates your entire accounts receivables in ways QuickBooks Online simply cannot.

With InvoiceSherpa, you can not only send invoices, but send automated payment reminders and even collect from your customers automatically.

It’s really simple to integrate with your QuickBooks Online, as well as with the soon-to-be-released integration with QuickBooks Desktop.

How many times have you contacted a customer about his past due balance, only to be told that “he hadn’t seen your invoice” or “he forgot about it?”

Just as a Sherpa leads the way up the slopes of Mount Everest, InvoiceSherpa leads the way to improved cash flow. It does this by providing ease in regard to your invoice and accounts receivable management through automation of reminders and client communications.

InvoiceSherpa also gives you access to numerous integrated payment solutions, including multiple credit card merchant services, ACH and eChecks. You’re not stuck in the singular offering your accounting system software provides.

When your customers use the built-in payment option on their invoice, you're immediately alerted of their payment, while InvoiceSherpa simultaneously posts the payment directly to the invoice within QuickBooks.

Have you been looking for a way to automate recurring revenue in QuickBooks? InvoiceSherpa has you covered with its "Recurring Payments" feature.

This feature allows you to easily bill your customers automatically for services (and/or products) on the frequency you set. Whether it's weekly, semi-monthly, monthly, bi-monthly, quarterly, semi-annual or annual, this Sherpa gives you options along any route you choose to take.

You can even configure recurring payments to completely automate both the invoicing and the collection of those invoices.

One of the all too common problems with Accounts Receivable is the inability of customers to "pay up" all at once. More and more customers, even those with long histories of on time payments, are encountering "slow pay" and "economic downturns" that impact their ability to bring in revenues, which permits them to pay invoices on a timely basis. 

These customers are asking for "payment plans." But have you ever tried to track a payment arrangement inside QuickBooks? 

Well, InvoiceSherpa tosses you a lifeline with its Payment Plan feature. Set up the payment amount, starting and ending date, down payment and payment frequency, then let InvoiceSherpa remind your customers of their impending payment and provide the link to pay that planned payment on time, every time.

If your clients are "subscribing" to services you provide, be that anything from "software-as-a-service," to weekly lawn or pool care, you can allow your customers to manage their subscriptions and payments via a customer portal. Easy access means more sales and faster payments.

Speaking of customer portals, with just a few clicks, you can create an individualized portal that allows all of your customers to view, pay and query their invoices. You can even embed this portal into your existing website or offer it as a standalone point-of-entry for your clients.

But what if you don’t use QuickBooks?

Well, InvoiceSherpa also provides connectivity with Xero, SageOne, MYOB, FreshBooks and several other accounting platforms. So, regardless of your accounting software, you can place your A/R in the hands of your own InvoiceSherpa.

For more information, or to sign-up for a free 30-day trial, visit the InvoiceSherpa website or their QuickBooks App Center App Page.

In addition, InvoiceSherpa offers a Partner Program for ProAdvisors, accountants, bookkeepers and business consultants.

Here is the link for additional details on its Partner Program.