Track billing using rates and ledgers
Connect
SPIRITT
Zoho InvoiceZoho Invoice
Keep billing moving
SPIRITT turns agreed scope and completed work into estimates and invoices, then follows balances through payments and credits. Build a billing operation that handles recurring charges and exceptions together.
What you can do with Zoho Invoice.
Work becomes an invoice
Turn approved scope, project time, and agreed rates into customer invoices, with checks that keep previously billed work out.
Balances stay explainable
Match payment records and credit notes to invoices, document adjustments, and separate disputed balances from amounts ready for follow-up.
Recurring billing stays aligned
Create recurring invoice profiles from signed terms, stop or resume them as agreements change, and maintain a clear schedule of active billing.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for customer billing, project invoicing, or the full operation from estimate to payment tracking.
02
Connect Zoho Invoice
Authorize access to the Zoho Invoice organization you want SPIRITT to operate, alongside the tools holding your contracts and delivery records.
03
Delegate an outcome
Hand over a billing mission with your rates, schedules, and adjustment rules. SPIRITT builds the workflow and carries the work through.
Hand over a mission.
Choose a mission. Make it yours.
Put Zoho Invoice to work.
Put your billing cycle to work
Questions
Zoho Invoice, with SPIRITT.
01What billing work can SPIRITT perform in Zoho Invoice?+
SPIRITT can create and email estimates and invoices, maintain customer contacts, create recurring invoice profiles, record customer payments, and create and apply credit notes. It can also work with project tasks and time entries to connect delivery records to billing.
02What access does SPIRITT need?+
Connect Zoho Invoice through its authorization flow and identify the organization to use. The connected account's permissions govern the work SPIRITT can perform. Supply billing rules, rates, and the scope of any authorized credits or write-offs as part of the mission.
03Can it run recurring billing and overdue follow-up?+
Yes. SPIRITT can create recurring profiles and stop or resume existing ones. It can also inspect invoices and payments, enable or disable payment reminders, send bulk invoice reminders, and email contact statements according to your collection rules.
04How can Zoho Invoice work with our sales and finance tools?+
HubSpot customer details can feed Zoho Invoice contact creation, while a Google Sheets receipt ledger can support payment reconciliation. Slack can carry billing exceptions to owners, and Google Drive can hold exported invoices and monthly close workbooks.
05What custom software can it build around project billing?+
SPIRITT can build a time-submission app that maps reviewed work to Zoho Invoice projects and tasks, then creates time entries. It can also build a billing control app combining invoice balances, payment records, credit notes, and recurring profiles with a separate history of changes.
06Does recording a payment mean SPIRITT charges the customer?+
No. Creating a customer payment records money received and applies it to invoices; it is not a card charge. Likewise, a recurring invoice profile generates invoices at specified intervals, not proof of automatic collection. SPIRITT can reconcile confirmed receipts without confusing billing schedules with cash received.