How to Get Started with Novi Pay

Last updated: October 12, 2026

Apply for Novi's own payment processing service directly within Novi AMS.

Novi Pay® is a credit card processing option for Novi AMS customers. It offers automated batch deposit functionality, world-class security, and cost savings for customers when compared to other payment processors.

>> Click here for 📄 Novi Pay: Overview instead​

Novi Pay Application Process

  1. Complete the Novi Pay application

  2. Application Approval

  3. Novi Team Member Activates Novi Pay

  4. Complete Novi Pay Settings

  5. Complete Implementation with Fiserv

1. Complete the Novi Pay Application

A. When you're ready to learn more and complete the application, simply use this link to complete the interest form.

B. Fiserv will contact you as the next step. They’ll give you access to complete your application in their system, CardPointe.

Once you’re approved, they’ll give you instructions for working with Viking Cloud (SecureTrust) on your PCI documentation.

You can also access the interest form link from your Association Settings.

  1. Navigate to Association Settings by clicking the gear icon in the top right near your name

  2. Click Association Settings

  3. Select the Payment Processor tab. The Novi Pay information will be at the top.

  4. Click Get Started

2. Application Approval

Account approval can be nearly instant or take up to a few days to process. If more information is needed for underwriting or there is a delay in processing, you will be contacted via email from Fiserv.

Once approved, the Fiserv team will send you a Welcome Email, cc'ing our team to help turn on Novi Pay. (See step 3)

3. Novi Team Member Activates Novi Pay

As soon as our team receives the Welcome Email from Fiserv, we'll turn it on for your Novi site and then reply to the Welcome Email to let you know it's live and share the next steps.

4. Complete Novi Pay Settings

Once approved, you'll need to configure your Novi Pay settings under Novi Pay > Settings & Documents.

Note: If you used an older version of Novi Pay, you'll see sub-tabs for both Stripe and Fiserv Settings.

Settings include:

  • Deposit Account

  • Processing Fees

  • Notifications

Click here for additional details of the Settings tab for Novi Pay.

5. Complete Implementation with Fiserv

Following the remaining instructions from your Fiserv Welcome Email, you should schedule a call with their Implementation Specialist.

In a quick call, they will walk you through:

  • Conducting a test transaction (optional)

  • Accessing the CardPointe Portal

    • Review notification settings

    • Review Dispute notifications and actions

    • Review adding new admins

    • Review reports

  • How to get started with PCI Compliance tasks with Viking Cloud (SecureTrust)