Keep customer overpayments in view
See available overpayment details in one report to support decisions about future invoices.
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 can be difficult to track when their remaining credit is not part of a regular review.
- Review overpayments without repeated manual searches
- Surface returned remaining credit and status
- Make customer credit easier to consider during billing
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: list Chaser overpayments and summarize returned customer, currency, remaining credit, and status details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real overpayment example.
Questions about this workflow
Does this apply overpayment credit to invoices?
No. This workflow lists records for review; it does not change overpayments or invoices.
Can it find overpayments for one customer?
The report can focus on a customer when the automation has a customer identifier to use and the listed action supports the needed filter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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