Turn billable commissions into invoice drafts
Let Notis review commission records and prepare draft invoices when your billing agreement calls for an invoice.
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
Billable commissions can be overlooked when transaction review and invoice preparation happen in separate routines.
- Bring commission review and invoice preparation into one routine.
- Keep invoices in draft status for review before finalization.
- Flag records that lack customer, amount, or agreed billing terms.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for commission invoice preparation.
- 3In one instruction, ask Notis to review the available Adtraction commission data and create draft invoices only for commissions your agreement says must be invoiced, using supplied customer and line-item details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real, already-approved billable commission and review the draft.
Questions about this workflow
Does an Adtraction commission always require an invoice?
No. This workflow should only create a draft when your agreement and accounting process require an invoice. Provide that rule in the instruction.
Will the invoice be finalized or sent?
The listed action creates a draft sale invoice. Review and finalize it through your normal Altoviz process.
What if the commission data lacks invoice details?
Ask Notis to skip creating a draft and report which required details were not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Altoviz. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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