You're just about to send out a renewal email and you see this...
...and then you start to question which one you should be sending!
Don't sweat it!
Here are a few things to consider when making this decision.
| Smart Renewal Notices | QuickBooks Invoice Only |
Opt-in/Manage Auto-pay | YES |
|
Pay by ACH |
| YES |
Measure Deliverability |
| YES |
Direct Link to Pay Online | YES |
|
Customize Email Notice | YES |
|
Attach a PDF Invoice | YES | YES |
Last Sent Date | YES | YES |
Remove Optional Dues | YES |
|
Opt-in/Manage Auto-pay
*Smart Renewal Notice
Auto-pay is the member-elected process that allows their stored credit card to automatically be charged as a payment toward the dues invoice generated during auto-renewal. This automates the payment for the member, and saves you time by not having to worry about collecting open A/R!
Pay by ACH
*Quickbooks Invoice Only
QuickBooks gives members the option to pay via ACH directly from their email. We recommend sending a Quickbooks invoice if you would like the member to have an option to pay by ACH.
Measure Deliverability
*Quickbooks Invoice Only
If you are interested in seeing the deliverability of your renewals, Quickbooks has some email open & delivery tracking capabilities that Smart Invoices do not have.
We recommend using Novi's smart invoices to initially send the invoice, but it is a good practice to occasionally send a reminder invoice using the "QuickBooks Invoice Only" if you believe you are having deliverability issues.
Direct Link to Pay Online
*Smart Renewal Notice
Both the Smart Renewal Notice and QuickBooks Invoice will attach a PDF copy of the invoice. However, only the Smart Renewal Invoice email will include a direct link to pay that does not require the member to log in to your site!
Customize Email Notices
*Smart Renewal Notice
Smart Renewal Notices offer lots of customization, while QuickBooks sends a very standard email.
Smart Renewal Notice
QuickBooks Invoice
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