Send renewal and card reminders
Connect
SPIRITT
MoonClerkMoonClerk
Recurring revenue, in focus
SPIRITT reads every MoonClerk form, payment and subscription to report recurring revenue, remind customers before renewals and chase failed payments through your email and CRM.
What you can do with MoonClerk.
Recurring revenue at a glance
Payments and subscriptions rolled up by form, status and month.
Renewals that don't surprise
Customers due soon get a reminder before the charge.
Failed payments followed up
Past-due payers are reached and logged in your CRM.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for billing, finance or member services.
02
Connect MoonClerk
Add your MoonClerk API key, then connect your email, CRM or books.
03
Hand over the follow-through
Describe your reports and reminders. SPIRITT builds and runs them.
Hand over a mission.
Choose a mission. Make it yours.
Put MoonClerk to work.
Keep recurring revenue on track
Questions
MoonClerk, with SPIRITT.
01What can SPIRITT see in MoonClerk?+
Payment forms, customers and their plans, payments, subscriptions and applied discounts.
02Can it filter by date and status?+
Yes. Customers, payments and subscriptions can be filtered by form, status, checkout dates or next payment dates.
03How do reminders get sent?+
Through the email, CRM or chat apps you connect, using MoonClerk's next-payment dates and payment status.
04Can it help with bookkeeping?+
Yes. It matches MoonClerk payments with your books and flags anything unmatched.
05Does it change plans in MoonClerk?+
Plan and card changes happen in MoonClerk. SPIRITT reports, reminds and follows up around them.
06What does the connection need?+
A MoonClerk API key.