Make customer overpayments easier to track
See returned overpayment balances in a recurring review, so available credit is less likely to be overlooked.
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
Overpayments and remaining credits can be hard to track when they are checked only during invoice work.
- Gather overpayment records on a recurring schedule.
- Summarize remaining credit and status when available.
- Make customer credits easier to review alongside invoice work.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe a review of returned overpayments, including remaining credit or status when present.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and verify the summary against the Chaser records.
Questions about this workflow
Can this apply overpayment credit to an invoice?
No. It retrieves records for review and does not apply credits.
What if remaining credit is not present?
The summary can only include fields returned by Chaser. Instruct Notis to mark unavailable information as missing rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Chaser. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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