The General Rule

In general, you can follow this rule:

Novi AMS: Create invoices in Novi if you're following a general guideline (ex: the majority of your dues billing), or are billing for something regularly as a standard process. You can also create custom one-off sales receipts or invoices for simple transactions within Novi itself if you have the right admin role. Learn More

QuickBooks Online: QuickBooks is the best place to create more complex transactions that are "exceptions to the rule."

5 Ways to Create an Invoice

1. Dues Invoices: Create in Novi AMS

Dues invoices are created on the member/customer record. They follow the dues rules you've set up for your member types and are generated when:

Manually converting a prospect to a member
Manually renewing a member
Automatically renewing a member

Dive Deeper: Manually create a dues invoice

2. Event Registration Invoices: Create in Novi AMS

To create an event registration, you'll need to locate the event in your Events list and select "Register" from the action column.

When completing the registration, admins will have a choice to select invoice as the billing option.

Dive Deeper: Register an attendee for an event

3. Ecommerce (Product) Invoices: Create in Novi AMS - Sometimes

If you have the product already in your Ecommerce store: then you can create an order for your customer. Click on the Ecommerce tab in the left navigation & then Orders. From there, you'll click on "Add Order" in the upper right-hand corner to start the order process.

If the product isn't in your Ecommerce store and you're not likely to sell many of them: then you should consider generating the invoice directly from QuickBooks.

Dive Deeper: Add an order in Novi

4. Special Invoices: Create in QuickBooks

The best place to create more complex special invoices is inside QuickBooks Online. This gives you the flexibility to create invoices exactly how you'd like them. It also allows options for recurring transactions and sending directly from QuickBooks.

5. One-off Custom Sales Receipts and Invoices for Simple Transactions in Novi

This option is similar to QuickBooks transactions above but is specific to Admins with Special Accounting Privileges and is designed for unique, one-off circumstances. We recommend still deferring to QuickBooks for your financial transactions when possible. Learn more here.

A Note on Access to QuickBooks

When Dues, Event, and Ecommerce transactions are created in Novi, they're done so following a transparent formula. Creating one-off transactions carries higher financial risk, so we have made the business decision to leave that privilege to Admins with Special Accounting Privileges for invoices created in Novi AMS, or persons authorized to access QuickBooks Online for invoices created in your accounting software. Novi does not grant access to individuals to your QuickBooks Online account.

Create an Invoice