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Connecting Dues Rules to QuickBooks Items and Marking as Active
Connecting Dues Rules to QuickBooks Items and Marking as Active

How to finalize dues rules so your member type is ready for new signups and renewals.

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Before a dues rule can be applied to dues invoices on your Novi website, you'll need to connect them to a QuickBooks Online Item, and also mark them as Active.

This applies to all new Dues Rules - whether you are just about to launch your new Novi website, creating a new member type after launch, or updating the dues rules for an existing member type - you'll need to toggle the Dues Rule(s) from Draft to Active as quickly as possible.

Important Note: Renewals will not run and new members will not be able to join for a member type if that member type's dues rules are in Draft mode. Read more here to learn about how Draft dues rules affect operations in Novi.

Setting Dues Rules to Active

Updating your dues rules is very simple and the steps can all be done right on the backend of Novi. Once you've created a dues rule, follow the steps below to make it active...

Video Tutorial

The following 1-minute video will walk you through this process for a sample dues rule, or continue reading below for specific steps and details:

Step-by-Step

(1) On the backend of Novi, navigate to Members > Member Types > and select the member type to open the settings.

(2) Then click on the Dues Rules tab.

(3) Once you've created a dues rule, scroll down to the Accounting section and add the Item (and Class if applicable):

(4) Then toggle the dues rule to Active at the top right of the modal:

(5) Once you've reviewed the dues rule and everything is set, click the Save & Close button.

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