Keep billing adjustments connected to job changes
A scheduled credit review helps keep billing adjustments visible when the related job context changes in AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Credits
Find or retrieve sales credit notes.
Why this helps
Credits can be overlooked when a project changes after the original billing work has moved out of view.
- Bring available credit records into a recurring job review.
- Make potential billing adjustments easier to spot.
- Reduce scattered follow-up after project changes.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Altoviz sale credits and summarize records relevant to AccuLynx jobs with recent changes.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known credit and related job context.
Questions about this workflow
Does this create or finalize credit notes?
No. It finds sale credits and summarizes the returned records.
How does Notis know which credit relates to a job change?
It can use identifiers or other matching context available in the records. Provide any relationship information that is not available automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Altoviz. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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