Record approved invoice adjustments as credit notes
Capture an agreed adjustment in Chaser after Notis checks the related invoice and the confirmed amount.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credit Note
Creates a credit note to track customer credits and reduce outstanding invoices.
Why this helps
Approved invoice changes can be hard to track when the decision and finance record live in different places.
- Record confirmed adjustments against the right invoice context.
- Check invoice details before creating a credit note.
- Flag incomplete or conflicting adjustment information.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to verify the invoice and approved adjustment details, then create the Chaser credit note only when the amount and association are unambiguous.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved adjustment and review the credit note.
Questions about this workflow
Does the workflow decide whether an adjustment is approved?
No. The webhook or available records must establish approval. The prompt should leave unclear cases for review.
Can it create a credit note without invoice details?
The prompt should require enough confirmed details to associate the adjustment correctly and report anything missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chaser. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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