Make Chaser overpayments easier to review
Set a recurring review and have Notis gather Chaser overpayment records, including the returned remaining credit details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Customer overpayments can be hard to keep in view when credits and invoice work are checked in different places.
- Bring overpayment records into a scheduled review.
- Surface remaining credit details when returned by Chaser.
- Reduce the effort of remembering to check the overpayment list.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the overpayment review.
- 3Tell Notis to list Chaser overpayments and summarize the returned customer, amount, currency, and remaining credit details.
- 4Choose a recurring schedule and report channel, then test with one real run.
Questions about this workflow
Does this workflow apply overpayment credit to invoices?
No. It lists overpayments for review. It does not apply credits or update records.
What if a remaining credit detail is not returned?
Notis can only summarize information the action returns. It should report that the detail is unavailable rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chaser. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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