Keep customer overpayments in view
See Chaser overpayments and remaining credit in a regular review, ready for your next billing decisions.
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 become forgotten credits when they are not reviewed alongside future billing work.
- Retrieve overpayments for a recurring review.
- Review returned remaining credit and related details.
- Keep customer credits visible during billing work.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Chaser once in the Notis portal.
- 2Create an automation by telling Notis to list Chaser overpayments and summarize returned remaining credit for review.
- 3Pick a recurring schedule for the review.
- 4Choose where you want run reports to go.
- 5Test with one real run and inspect the returned overpayment details.
Questions about this workflow
Does the workflow apply overpayment credit to an invoice?
No. It lists overpayments for review; it does not apply credits to invoices.
Can I review a specific customer's overpayments?
The list action supports filtering, including by customer, where the needed filter information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Chaser. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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