Taking Actions with Alti

Ask Alti to tag customers, send reminders, mark invoices paid, or charge a card, and approve each action with a single click.

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Alti does more than answer questions. On eligible accounts, Alti can take real actions for you, such as tagging customers, setting up reminders, sending emails, or charging an invoice. You stay in control the whole time. Alti shows you exactly what it is about to do and waits for your approval before anything happens.

Note: Which actions are available depends on your account and your access level. If an action isn't available to you, Alti will let you know. See Access Levels and What Each Role Can Do.

How approvals work

Every action follows the same simple, safe pattern:

1. You ask. Tell Alti what you want, for example "tag Acme Corp as VIP" or "charge invoice INV-1042 to their card on file."
2. Alti shows you a confirmation card. Before doing anything, Alti displays a plain-language summary of the exact action. For a charge, for example, that includes the invoice, the customer, the amount, and the payment method it would use.
3. You approve or decline. Click to confirm and go ahead, or decline to cancel. Nothing happens until you confirm.
4. Alti carries it out and tells you the result.

Heads up: A confirmation card stays open for about 90 seconds. If you step away and it times out, nothing happens. Just ask again when you are ready.

What Alti can do for you

Depending on your access level, you can ask Alti to:

• Manage customers and tags. Create or archive a customer, add a contact, and tag or untag customers, one at a time or in a batch of up to 100. Admins can also create, rename, or delete tags.
• Work with invoices. Create an invoice, archive one, or mark an invoice as paid when it was paid off-platform.
• Collect payments. Charge an invoice, or up to five at once, to a customer's payment method on file, or create a payment request to send out.
• Send emails. Send a one-off email to a customer, or reach out to everyone who is missing a valid payment method.
• Set up reminders and summaries. Schedule, update, or delete invoice reminders and recurring email summaries.

Good to know

A few things keep actions safe and predictable:

• One thing at a time. Alti focuses on one request at a time and asks you to approve each change, so you always know exactly what you are confirming. When you charge several invoices at once, it confirms them one at a time.
• A decline is final. If you decline an action, Alti will not quietly retry it. Just ask again if you change your mind.
• Some actions cannot be undone from chat. Marking an invoice paid, archiving records, and deleting a tag, reminder, or summary are permanent. Alti calls these out before you confirm.
• Charging is not instant settlement. When you charge an invoice, Alti submits the payment for processing. Card payments are quick and bank payments can take a few business days to complete, so a successful charge means the payment is on its way, not that the money has landed.

Tip: For a large send, such as emailing everyone without a payment method, Alti confirms the size of the group first and may ask you to narrow it if it is very large.

Want to know exactly what your team can do? See Access Levels and What Each Role Can Do.

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