SherpaDesk Invoicing and Billing
A complete, easy-to-use solution for IT help desk support, time tracking, and automated invoicing - trusted daily by organizations just like yours.
Streamline operations, boost productivity, and improve customer service.

Easy to Use
SherpaDesk automatically tracks your time, customer rates and expenses in real time.
With built-in invoicing, you can generate and email professional invoices to your customers the moment you're ready - no manual work, no delays.

Track Expenses Effortlessly
Stop losing revenue from untracked or forgotten expense. With SherpaDesk, you can easily capture and manage expenses from your desk or on the go.
Effortlessly add expenses to invoices or mark them for reimbursement ensuring you get paid for every dollar spent.

Time Tracking
SherpaDesk makes it easily to track and calculate earnings per customer, project, task or technician.
Simply log your hours - or start the built-in timer - and SherpaDesk will handle the rest with automated time tracking and rate calculations.
Create global rate plans and customize them for each client to ensure accurate billing. Gain at-a-glance visibility into how your team is spending their time, along with real-time status of every task and project.

Staff Payments
SherpaDesk invoicing software makes it easy to calculate hourly rates for each team member, ensuring accurate billing and fair compensation.
Your staff simply enter their time and expenses, and SherpaDesk automatically handles the rest - generating precise invoices based on individual rates.

Smart Contracting
SherpaDesk’s Contracts is designed for IT Managers and professional services organizations to simplify and automate recurring invoicing.
Easily set up monthly billing cycles for each customer, eliminating the hassle of manually tracking recurring charges.

Benefits to Your Organization
Billing Accuracy
Convert tracked time and expenses into client-ready invoices with a single click—eliminating manual errors and saving hours each week.
Custom Rates & Recurring Invoicing
Set global or client-specific rates and automate recurring invoices to streamline billing cycles and ensure consistent revenue flow.
Seamless Accounting Integration
Sync invoices directly with tools like QuickBooks, Xero, and more—ensuring smooth financial workflows and faster payment processing.
Billing Accuracy
Convert tracked time and expenses into client-ready invoices with a single click—eliminating manual errors and saving hours each week.
Custom Rates & Recurring Invoicing
Set global or client-specific rates and automate recurring invoices to streamline billing cycles and ensure consistent revenue flow.
Seamless Accounting Integration
Sync invoices directly with tools like QuickBooks, Xero, and more—ensuring smooth financial workflows and faster payment processing.
At SherpaDesk, we’re dedicated to providing exceptional support whenever you need it.
Whether you have questions, need assistance, or want guidance on using our services, our support team is here to help.
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support@sherpadesk.com
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8AM - 6PM PST M-F
EST: 1.866.996.1200 ext 2

SherpaDesk is a great tool for small IT service providers. Ticketing, comments and time tracking works seamlessly together. Our customer happiness has grown after we started to use it.
Chris Simmons
Owner, Red Road Networks LLC
Your Questions Answered
SherpaDesk is an all-in-one professional services automation (PSA) and helpdesk platform designed to simplify how you deliver support and manage projects. It brings together ticketing, time tracking, invoicing, asset management, and customer communication into a single easy-to-use solution. This helps reduce overhead, increase efficiency, and deliver better service—so you can spend less time juggling tools and more time growing your business.
There are multiple ways to reach out to us. You can submit a ticket or email our support team support@sherpadesk.com.
Another way to reach us is to give us a call. Our number is 866-966-1200 ext. 2
SherpaDesk’s built-in email parser automatically turns customer emails into support tickets. Each request is routed to the right queue or technician, and all replies stay threaded within the ticket for clear communication. This ensures nothing gets lost in inboxes and your team can respond faster and more efficiently.
Yes! SherpaDesk offers a free 15 day trial so you can explore the platform and see how it fits your business before committing. You’ll have access to all the core features—ticketing, time tracking, invoicing, and more—so your team can fully test how SherpaDesk streamlines support and operations.
Yes! SherpaDesk allows you to customize your support portal interface with your company’s logo, colors, and branding elements. From the customer portal to email notifications, you can create a consistent, professional look that reinforces your brand identity while providing a seamless experience for your clients.
Yes! SherpaDesk integrates with popular accounting tools like QuickBooks. FreshBooks and Xero to remote monitoring solutions like NinjaOne. SherpaDesk connects seamlessly into your workflow. Our open API also makes it easy to build custom integrations, so you can keep all your systems working together without extra hassle.
With SherpaDesk, you have the option to pay per month or annually.
If you are a large organization such as a school, the pricing is per # of enrolled students.
Reach out to us if you have any additional questions to sales@sherpadesk.com.
Helping 100,000 organizations deliver the best customer experiences.
Transforming customer support with seamless, efficient solutions.
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