We're excited to share the newest features released by Novi AMS!

Quick Jumps:

Occasionally there are some users who treat invoices as optional and fail to pay them on time, leaving the association to have to track down payment long after it was due. Prohibiting invoice privileges per record blocks any other record from within the family tree from setting that record as the billable party on the invoice.

When batch non-renew & crediting invoices, the functionality will process all non-renew & credits and display a list of invoices that were skipped for admins to follow up on.

If a non-renewed & credited invoice is part of a batch action to be sent, the system will display a warning that invoices that were non-renewed are included, allowing the admin to decide to send or not send those invoices.

When invoices are Non-Renewed & Credited as a Batch action on the Transactions page, a copy of the non-renewed invoice is not automatically sent to the member. The reasoning for this is because QuickBooks shows the invoice as "Paid" which can be confusing to the member, as Non-Renew is a status applied only on the Novi side.

Admins can put data into the Alias field on a record from the backend, and this data when searched on the frontend will connect users to the Parent record with the Alias data. For example, if admins have the Alias for University of Florida listed as UF, frontend users searching University of Florida or UF would be shown the University of Florida.

Users who are added via the Member Compass by those who are Primary Contact, Billing Contact, or Management Access users will automatically have their user account created and an email will be sent to the user to reset their password. If an email is already in use by another user, no user account will be created.
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Custom field sections can be edited to add descriptive text to help frontend users better understand the custom fields listed within each section. Admins will also see the section's description on the backend.

Frontend view of custom field section and description:

Help users know which email address the association needs from them during the Join or Account Creation process by updating the Email field's instructional text, which does display on the frontend.

Help frontend users more easily identify which ticket category applies to them and share important information users may need to know when selecting tickets. The ticket category description displays for admins on the backend, too!

The Item Sales Report offers a fantastic dashboard summary of sales as well as detailed financial reporting broken out for admins to review.