Quick-Start Guide

Get your Invoice Sherpa account created, set up and start generating cashflow for your business in 5 simple steps!

Getting paid 2x faster with Invoice Sherpa by completing the following 5 steps!

  1. If you haven't done so already, create your account (it's free to try for 14 days)!
  2. Integrate your accounting platform.
  3. Customize your Account Settings.
  4. Create or customize your reminder schedule.
  5. Activate the system.

Once you've completed the set-up tasks, you can use the Home Dashboard to manage most of your tasks.