Automated Clearing Account Setup for Event Prepayments
Exhibitors prepay for booths and sponsorships, creating a liability on your books until you deliver. Instead of manually tracking these in spreadsheets, Notis automatically creates a clearing account in Sevdesk at each event start--so prepayments are booked properly and your liability accounting is automated and accurate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Clearing Account
Tool to create a new clearing account in sevDesk. Use when you need to set up accounts for tracking intermediate transactions like coupons, gift cards, or prepayments. Clearing accounts are offline accounts used for booking purposes.
Why this helps
Prepayments and credits are confusing to track in your accounting. You lose money in spreadsheets, mistrack who's prepaid, or miss the liability accounting until your accountant chases you about it.
- Clearing account created automatically, ready for prepayments
- Exhibitor prepayments booked with proper liability accounting
- Credit balances tracked automatically per exhibitor
- Month-end reconciliation simplified
- Accounting accuracy without manual tracking
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Tell Notis: 'At the start of each event, create a clearing account in Sevdesk named with the event name, for tracking exhibitor prepayments and credits' or configure in Automations.
- 3Select Cron as the trigger and set it for when each event begins.
- 4Choose your notification channel to confirm the clearing account was created.
- 5Activate to set up clearing accounts automatically for all events.
Questions about this workflow
What balance should the clearing account start with?
Usually zero. As prepayments arrive, they're booked to this account. When the event happens or credit is used, it's transferred to revenue.
How do I use this for refunds?
Refunds and credits are booked back to the clearing account, reducing the exhibitor's liability. At month-end, the balance shows remaining prepayments.
Can I have separate clearing accounts for different payment types?
Yes--create multiple automations. For example, 'One clearing account for prepaid booth fees, another for sponsorship prepayments.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Expofp to Sevdesk. A trigger fires from one place; an action lands in another.
Expofp triggers
Sevdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Create Clearing Account
Tool to create a new clearing account in sevDesk. Use when you need to set up accounts for tracking intermediate transactions like coupons, gift cards, or prepayments. Clearing accounts are offline accounts used for booking purposes.
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Connect any two apps with Notis in the middle.
Expofp and Sevdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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