In order to ensure a seamless experience for association members, Novi AMS and QuickBooks share the same transaction templates. Once updated in QuickBooks, these sales forms will automatically sync over to Novi AMS.
Watch the video below to see the options available for customization of your transaction templates (invoices and sales receipts), and how to edit the custom form styles within QuickBooks.
There are a lot of different ways you can design your form(s), if you want to add some personality and/or branding. Just to name a few...
Form Style - choose the overall look and layout
Add Logo
Change Colors, Fonts, and Margins
Include Account Summary
Header & Footer Text - e.g. include a friendly message to your members in the footer
Add Details - e.g. quantity purchased
For more details on how to create an invoice, check out Intuit's Step by Step Instructions.
Items of Note:
You can create one custom form style each for Invoices and Sales Receipts.
Novi does not use Estimates.
Make sure you set the custom Invoice and/or Sales Receipt form styles as the default form type (by clicking the drop-down arrow in the Action column on the right). Novi will only use the default form.
If your invoices are still not showing the default template you selected, it is likely because QuickBooks Online has added additional controls directly on the Invoice Layout screen in QuickBooks Online. You can open the invoice in QuickBooks Online and go to the ⚙️ Manage icon on the top right and click on the design tab.
From there, you can move the template from "modern" (QuickBooks newer default template) to the one that you created under your custom forms.
You may also see a button that says "remove as default" near the modern template option. We recommend you click that as well for future use.
This video goes into more details about the invoice layout screen from QuickBooks Online.
We also recommend toggling off Add payment link to PDF.
This toggle enables a button that is exclusive to QuickBooks Payments so if you plan on using Novi Pay or any other processor besides QuickBooks Payments, you will not want this button appearing on your invoices. Learn more about how to turn that setting off here.
Additional Information
Learn more about changing the display order of dues items and/or product add-ons (which appear in the checkout cart as well as on invoices and sales receipts).