Batch certificate program invoice preparation
Bring confirmed certificate program charges into a scheduled billing review, with Altoviz drafts ready for your approval.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Small billing tasks often wait until someone remembers the certificate program has an agreed fee to invoice.
- Gather invoice preparation into a scheduled routine.
- Create drafts only from confirmed fee and customer details.
- Keep review before invoice finalization.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Altoviz once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to prepare draft Altoviz invoices for available confirmed certificate fees and report any missing customer, fee, or line details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real fee record and verify the generated invoice remains a draft.
Questions about this workflow
Will the schedule determine what a certificate costs?
No. The agreed fee must be available in the data Notis can access or supplied by you. The workflow should flag missing fees.
Are invoices automatically finalized?
The listed action creates draft sale invoices. Finalization is a separate step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Altoviz. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Accredible certificates and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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