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

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!

>> Learn more about Auto-Pay.

Pay by ACH

*Quickbooks Invoice Only

QuickBooks gives members the option to pay via ACH directly from their email. The Novi team is working to add this functionality to the Smart Invoices, so for now 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.

*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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