When it's time to send dues invoices from Novi to your members, you have a few options:
Email a Single Invoice
You can accomplish this in a few different places:
On the member record
Locate the member's record in Novi. On the transactions tab, find the invoice you want to send. In the "Action" column, click the downward arrow and select "Send."
From the Accounting Tab
Only use this route if you know the invoice number.
- From the Novi admin, click on the Accounting tab and select "Transactions."
- Search for the invoice number
- In the "Action" column, click the downward arrow and select "Send."
This too will bring up a pop-up modal and allow you add any additional emails you may want to include. As before, the subject and body of the email are not editable in Novi. The QuickBooks API integration currently does not allow for that.
Bulk Email Multiple Members
If you need to email multiple invoices for multiple members at once, this can be accomplished in the Accounting tab. Once you have navigated to this section:
Filter your transactions list. In this case, you may look for "Dues Invoices" and "Open" or "Overdue" and even a date range.
On the left-hand side, select the invoices you want to send. You can quickly select all, by clicking on the top-left box.
Once multiple invoices have been selected, select the "Batch Action" button and then select Email transactions.
IMPORTANT NOTE: This will only send the transactions shown on the page. Keep in mind that you can update the amount of transactions shown on the page on the righthand gear, but depending on how many invoices you're sending, you may need to send these out in multiple batches.
This will immediately send out these invoices to the billing contact on record's email. If no billing contact is supplied, it will send to the professional email on the member's record. If no main email is supplied, it will go to the primary contact's email.
If no email, you will receive notice of the emails that couldn't be sent.