How can we better manage our customer accounts with an application like InvoiceSherpa?

InvoiceSherpa is a tool that simplifies the lives of entrepreneurs by offering a customer account management product. This app integrates and syncs seamlessly with QuickBooks , Xero, Freshbooks, and many other accounting software.

InvoiceSherpa manages accounts receivable for you to increase your cash flow, reduce your collection efforts and keep your accounts up to date (which will especially please your banker if you have a line of credit). By automating reminders (emails, calls, SMS), you reduce the time spent on manual processing as well as the inconvenience associated with it. However, to avoid sending a reminder by mistake to customers who have already paid, it is important to synchronize the application with your accounting software and validate your information before sending your reminders.

Additionally, the app offers a very useful feature allowing late fees to be added to unpaid bills. Two additional features related to recurring invoices and financing plans can also help you get paid faster.

The InvoiceSherpa dashboard provides an excellent overview of your customer accounts, including displaying accounts by chronology (but it's only in English).

Finally, InvoiceSherpa offers a customer portal where your customers can go to pay their invoices and view their billing and payment history. This is a very practical way to ensure maximum regular payments.

About the author

Christiane Constantineau has a DESS in corporate finance as well as an MBA for executives. She is a member of the Institute of Professional Bookeepers of Canada and the Canadian Payroll Association. She has more than 20 years of experience in financial strategy, both in Canada and abroad, and has participated in the financing and start-ups of several companies.