Who owes us
At the end of the month the founder asks which clients owe money. Memtro reads the clients and their invoices and lists seven with a balance, largest first, with BigCo at £4,200 across two invoices past their due date.
Invoice Ninja + Memtro
Ask which Invoice Ninja clients owe you money, and what was invoiced this month.
Connect Invoice Ninja, hosted or self-hosted, with an API token and Memtro reads clients with balance owed, invoices, quotes and payments, tasks with hours logged, expenses, projects and products. Addresses, phone numbers, contact emails and private notes are never returned. The hourly sync writes clients and invoices into memory. When you ask, and once an administrator has granted the action by name, it can draft and edit invoices and quotes, email them to clients, record payments, and add tasks, clients and projects. Charging a client's saved payment method moves real money, and cancelling an invoice is treated as permanent.
In Memtro
What you can do with Invoice Ninja in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Invoice Ninja tool, reads what it needs, and answers with the source cited.
What it does
- 01Clients searched by name, with balance owed, paid to date and contact names
- 02Invoices and quotes by client, with status, invoice and due dates, amount and balance, and payments received
- 03Tasks with hours logged, rate and whether a timer is running, plus expenses, projects and products
- 04When asked and granted, creates and edits draft invoices and quotes, approves or converts quotes, and adds or edits tasks, clients and projects
- 05When asked and granted, emails invoices, reminders or quotes to the client's contacts, which cannot be recalled, or marks invoices sent without emailing
- 06When asked and granted, records payments received, marks invoices paid, cancels, archives or deletes them, and charges invoices to the client's saved payment method, which moves real money
Acts when asked
When you ask it to
These tools change something in Invoice Ninja. 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.
- 01Add a task in Invoice Ninja
- 02Add a client with one contact to Invoice Ninja
- 03Create a draft invoice in Invoice Ninja
- 04Edit an invoice's lines, dates or notes in Invoice Ninja
- 05Email invoices to the client's contacts from Invoice Ninja
- 06Mark invoices as paid in Invoice Ninja
- 07Mark invoices as sent in Invoice Ninja without emailing
- 08Cancel invoices in Invoice Ninja
- 09Archive, delete or restore invoices in Invoice Ninja
- 10Charge invoices to the client's saved payment method in Invoice Ninja
- 11Create a draft quote in Invoice Ninja
- 12Email quotes to the client's contacts from Invoice Ninja
- 13Approve quotes or convert them to draft invoices in Invoice Ninja
- 14Record a payment in Invoice Ninja
- 15Create a project in Invoice Ninja
- 16Edit a task in Invoice Ninja
- 17Edit a client's name or website in Invoice Ninja
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Invoice Ninja for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Invoice Ninja sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01Invoice created
- 02Invoice sent
- 03Invoice updated
- 04Invoice is late
- 05Invoice reminder sent
- 06Invoice deleted
- 07Payment received
- 08Payment updated
- 09Payment deleted
- 10Quote created
- 11Quote sent
- 12Quote approved
- 13Quote expired
- 14Credit created
- 15Client created
- 16Client updated
- 17Task created
- 18Project created
- 19Expense created
- 20Vendor created
- 21Product created
- 22Purchase order created
- 23Purchase order accepted
In practice
Ask it like you would a colleague
Once Invoice Ninja 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.
Invoice Ninja + Memtro
Which clients owe us money, and how much?
What did we invoice this month?
Which quotes for Northwind are still waiting?
Send BigCo a reminder for their two overdue invoices
Record a £1,200 bank transfer from Acme against invoice 0142
Billing the month
Priya Sharma asks Memtro to invoice Northwind for October's 18 hours of design work. Memtro creates a draft invoice with one line at the client's rate and shows it to her. Once she approves it, Memtro emails it to Northwind's contacts and Invoice Ninja marks it sent.
Teams
Where it fits
The teams that lean on Invoice Ninja most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Invoice Ninja 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.
- CRM and salesInvoice Ninja with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesInvoice Ninja with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesInvoice Ninja with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportInvoice Ninja with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportInvoice Ninja with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportInvoice Ninja with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatInvoice Ninja with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatInvoice Ninja with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatInvoice Ninja with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withAPI token
- 1
On invoicing.co the API needs a paid plan, Pro or Enterprise. The Free plan has no API access
- 2
In Invoice Ninja open Settings → Account Management → Integrations → API tokens and add a token. It acts as the user who made it, so Memtro sees and changes what that user can
- 3
In Memtro open Connections → Invoice Ninja and paste the API token. Leave Host blank for invoicing.co, or enter a self-hosted install's host name, served over HTTPS, and connect
- 4
Ask which clients owe us money
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Invoice Ninja tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Invoice Ninja?+
Only when you ask, and only what it has been granted: add a task in Invoice Ninja; add a client with one contact to Invoice Ninja; create a draft invoice in Invoice Ninja; edit an invoice's lines, dates or notes in Invoice Ninja; email invoices to the client's contacts from Invoice Ninja; mark invoices as paid in Invoice Ninja; mark invoices as sent in Invoice Ninja without emailing; cancel invoices in Invoice Ninja; archive, delete or restore invoices in Invoice Ninja; charge invoices to the client's saved payment method in Invoice Ninja; create a draft quote in Invoice Ninja; email quotes to the client's contacts from Invoice Ninja; approve quotes or convert them to draft invoices in Invoice Ninja; record a payment in Invoice Ninja; create a project in Invoice Ninja; edit a task in Invoice Ninja; edit a client's name or website in Invoice Ninja. 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 Invoice Ninja 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 Invoice Ninja 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. An hourly sync anchors recently changed Invoice Ninja records into memory as entities.
How do I connect Invoice Ninja?+
API token. On invoicing.co the API needs a paid plan, Pro or Enterprise. The Free plan has no API access.
Can Invoice Ninja start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Invoice Ninja for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Invoice Ninja in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.