Find credential purchases without a matching invoice
Notis can bring purchase records and Chaser invoices into one review, so possible billing gaps are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
When purchase and invoice records live in separate tools, small billing gaps can hide until someone has time to reconcile them.
- Identify possible missing invoices for confirmed purchases.
- Review likely matches and exceptions in one run report.
- Keep reconciliation on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for purchase reconciliation.
- 3Tell Notis to compare confirmed purchase records with Chaser invoices using a shared order or external identifier, then report unmatched purchases and ambiguous matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real purchase and invoice pair, then review the exceptions.
Questions about this workflow
Will it create or change invoices?
No. This workflow lists invoices and reports possible mismatches for review.
What if the source records lack a shared purchase identifier?
Supply a reliable matching rule or have Notis report that a match cannot be established. Do not treat amount or recipient name alone as definitive proof.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Chaser. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Accredible certificates and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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