Activating your the Platform

This article walks you through how to activate your Invoice Sherpa platform when you first create your account, or after any period of time being in "System Paused" mode.

Getting Started

When you first start your InvoiceSherpa account and/or integrate your accounting platform, your system will automatically be set to "System Paused". You can activate it when you are ready. We recommend that you complete the following

  • Customizing your Account Settings
  • Setting up your Invoice Reminder Schedule
  • Setting up Automatic Payment rules

Activating Your System

Home Dashboard of the platform:

  1. Navigate to your Activity Feed (located along the right-hand side of your Home Dashboard screen).
  2. Determine if the system is currently Activated or Paused. (If the system is paused there will be a light red notification bar at the top of the Activity Feed that says "System Paused".)

Here's an example of what you'll see when your system is paused.


4. Click on the dark red "Activate" button, located inside the "System Paused" notification, to activate your system.

5. Wait for the red notification bar to turn light green (this can take up to 3 seconds).

6. When the system is successfully activated a dark green confirmation message will appear (for 5 seconds) in the upper right-hand corner to confirm that the system is now live.

Here's an example of what you'll see when your system has successfully been activated.

Your system status will continue to display as "System Activated" until you chose to pause your reminders or disconnect your accounting platform.

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