Novi AMS

In your Novi <b>Accounting &gt; Transactions</b> section, you're able to see a quick view of your open and overdue invoice amounts. We call this section the "stage."

We follow a slightly different set of "rules" than QuickBooks does (in some cases) for the total balance and number of open invoices that appear here, so it is not uncommon that the total you see in the Novi stage differs from the QuickBooks stage.

The QuickBooks stage shows these amounts in terms of the last 365 days by default. In order to give you a broader look at the "bigger picture," Novi shows the all-time amounts by default. Keep in mind that you can always use your transaction page filters in Novi if you need to see transactions in the list within a certain timeframe.

Invoices MUST be connected to a customer record in order to show in Novi. If there is no customer record attached, you may see the invoice in QuickBooks, but it won't be reflected in Novi.

QuickBooks counts unapplied credit memos toward your stage totals. Novi strictly looks at open and overdue invoices.

The Overdue amount in Novi takes partial payments into account, whereas in QuickBooks, it does not. 

- The QuickBooks stage shows these amounts in terms of the last 365 days by default. In order to give you a broader look at the "bigger picture," Novi shows the all-time amounts by default. Keep in mind that you can always use your transaction page filters in Novi if you need to see transactions in the list within a certain timeframe.
- Invoices MUST be connected to a customer record in order to show in Novi. If there is no customer record attached, you may see the invoice in QuickBooks, but it won't be reflected in Novi.
- QuickBooks counts unapplied credit memos toward your stage totals. Novi strictly looks at open and overdue invoices.
- The Overdue amount in Novi takes partial payments into account, whereas in QuickBooks, it does not. 

___________________________________________________________

Here are the differences: