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Chaser + Memtro

Which invoices are overdue, and what has been chased?

Chaser runs your credit control. Memtro reads customers with payer rating and average days to pay, invoices with amount due, due date and promised payment date, and each invoice's chasing history with reminders, notes and any open dispute. When asked and once an administrator has granted the action by name, it can add notes, manage credit-control tasks, add or change customers and contacts, assign chasing schedules, and pause or resume chasing. Resuming chasing means customers are emailed or texted reminders again, and a new contact receives them. Deleting a note or contact is permanent. Paid invoices archive after six months.

In Memtro

What you can do with Chaser in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Chaser tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Lists customers with main contact, status, groups, payer rating and average days to pay
  2. 02Lists invoices with amount due and paid, due date and promised payment date, with totals per currency, or only what is overdue today
  3. 03Reads one invoice's chasing history: reminders sent, email dates and subjects, notes, status changes and any open dispute
  4. 04When asked and granted, adds, edits or permanently deletes internal notes, and creates, completes, reschedules or reassigns credit-control tasks. The customer is sent nothing.
  5. 05When asked and granted, pauses or resumes chasing of an invoice, a customer or the whole organisation. Resuming means customers are emailed or texted reminders again.
  6. 06When asked and granted, adds or changes customers and the contacts who receive their reminders, permanently removes a contact, and puts up to 50 customers on a chasing schedule

Acts when asked

When you ask it to

These tools change something in Chaser. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add an internal note to a Chaser customer, edit it or delete it
  2. 02Create a credit-control task, or complete, cancel, reschedule or reassign one
  3. 03Pause chasing of an invoice, a customer or the whole organisation, or resume it (resuming emails customers reminders again)
  4. 04Add a customer, or change its name, main contact or status (archive or reactivate)
  5. 05Add, change, archive or remove a contact person who receives a customer's reminders
  6. 06Put up to 50 customers on a chasing schedule
In practice

Ask it like you would a colleague

Once Chaser is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Chaser logoChaser + Memtro
  • Which invoices are overdue and what has been chased?

  • Has BigCo promised a payment date on their open invoice?

  • Which customers take longest to pay?

  • Pause chasing on invoice INV-3381 while the dispute is open.

  • Add a note to Northwind's record that their finance contact is away until Monday.

01

Month-end overdue check

Sarah Chen, Finance Director at Acme Ltd, asked which invoices were overdue and what had been done about them. Memtro listed the overdue invoices with totals per currency and read the chasing history on the largest. It showed the reminders sent, a promised payment date and an open dispute.

02

Holding off during a dispute

Dan Fletcher, Credit Controller at Acme Ltd, said BigCo was disputing invoice INV-3381 and asked Memtro to stop the reminders and remind him to check on Friday. Memtro paused chasing on that invoice and created a follow-up task assigned to Dan. Chaser sent BigCo nothing further on it until chasing was resumed.

Teams

Where it fits

The teams that lean on Chaser most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Chaser is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withAPI key and API secret
  1. 1

    In Chaser, open Organisation Settings → Integrations → Get API keys and generate a key pair.

  2. 2

    Copy the API key and the API secret from the same dialog.

  3. 3

    In Memtro, open Connections → Chaser and paste the API key and the API secret.

  4. 4

    Ask: Which invoices are overdue and what has been chased?

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Chaser tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Chaser?+

Only when you ask, and only what it has been granted: add an internal note to a Chaser customer, edit it or delete it; create a credit-control task, or complete, cancel, reschedule or reassign one; pause chasing of an invoice, a customer or the whole organisation, or resume it (resuming emails customers reminders again); add a customer, or change its name, main contact or status (archive or reactivate); add, change, archive or remove a contact person who receives a customer's reminders; put up to 50 customers on a chasing schedule. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Chaser connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Chaser data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Chaser?+

API key and API secret. In Chaser, open Organisation Settings → Integrations → Get API keys and generate a key pair.

Connect Chaser in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time