Keep payment records and Altoviz receipts aligned
Review a batch of recorded payments on a schedule and create corresponding receipts in Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Receipt
Create a receipt to record a customer payment, optionally linking it to a document.
Why this helps
Payments recorded outside billing software can be missed when receipt entry depends on remembering another step.
- Process ready payment records in a recurring review.
- Reduce manual receipt entry and missed reconciliation tasks.
- Use the available customer and payment details for each receipt.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review AnyDB payment records marked ready since the previous run and create Altoviz receipts from their supplied details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real payment record and review the receipt and run report.
Questions about this workflow
Will it link a receipt to an invoice automatically?
The action can optionally link receipts to invoices or other documents, but the record must provide enough information to identify the intended link.
How does it avoid reprocessing the same payment?
Mark processed records or otherwise provide a clear ready state and a reliable way to identify completed items in the information Notis can access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Altoviz. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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