Patricia works your Zoho Invoice.
Ask her in Slack. She drafts the invoice, tracks who has paid, and chases what is late, but nothing sends until you say yes.
@Pati it's the 1st. Can you get this month's retainer invoices ready?
Drafted all three from last month's amounts. Here is what is queued:
- Northwind: $6,500 SEO retainer, net 14
- Fernbrook: $8,200 paid-media retainer, net 14
- Two of last month's invoices are still open: Fernbrook $8,200 at 12 days out. Want the drafts sent and a nudge on the open one?
Send all three, and chase the open Fernbrook one.
All three retainer invoices are sent and logged, and a payment reminder went to Fernbrook on the open one. I will flag anything that crosses 21 days unpaid.
Patricia + Zoho invoice
What she does in Zoho invoice.
Real actions she takes on your say-so, not a list of API endpoints.
Build invoices from a retainer
She drafts the invoice from the client, the line items, and the amount, ready for your review. It sends only after you approve, never on her own.
Draft estimates before the work starts
A quote for a new scope, built from the numbers you give her and formatted the way your team sends them, so a prospect gets a clean estimate the same day.
Track who has paid
Which invoices are settled, which are open, and how many days each has been out, answered in the channel so you always know where the month's billing stands.
Chase what is overdue
Late invoices surfaced in Slack with the client and the amount, and a payment reminder drafted for your yes, so nothing sits unpaid past terms unnoticed.
Keep contacts and recurring bills current
New clients added, addresses kept accurate, and recurring invoice profiles set up for the retainers that repeat, so monthly billing runs without a manual rebuild.
Keep money-moving locked behind approval
Sending an invoice, recording a customer payment, or issuing a credit note is drafted and shown to you first. Nothing that touches money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Draft this month's retainer invoices for Northwind and Fernbrook to review before they send
Which invoices are still open, and how many days out?
Build an estimate for Lumen's proposed scope at $9,000
Chase every invoice over 14 days overdue
Set up a recurring invoice for Northwind's monthly retainer
Better together
Zoho invoice is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Zoho invoice, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Zoho Invoice
One OAuth click reaches the organization you name. She gets only the access you approve, and you can disconnect her anytime.
Zoho invoice connected
Ask
Mention @Pati with the job. Drafting and tracking happen on their own; sending an invoice waits for your yes.
@Pati Draft this month's retainer invoices for Northwind and Fernbrook to review before they send
On it.
FAQ
Zoho invoice questions, answered.
What can Patricia actually do in Zoho Invoice?
She drafts invoices and estimates, tracks paid and open status, sets up recurring invoices, and manages contacts and credit notes. Building and tracking are instant; sending an invoice or recording a payment waits for approval.
Will she send an invoice on her own?
No. Sending an invoice, recording a customer payment, or issuing a credit note is drafted and shown to you in Slack first, and happens only after your explicit yes. Building drafts and tracking what is owed run on their own.
Which Zoho Invoice plan do we need?
Any Zoho Invoice organization works. She connects through Zoho's official OAuth flow, the same way other approved apps do, and only sees the organization you connect.
We bill each client separately. Does that stay separate?
Yes, that is the setup she expects at an agency. Each client's contacts and invoices stay walled off from the rest, so one client's billing never shows up in another's answer.
What does the Zoho Invoice integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.