Learn more below!​

Novi Pay is now live with our initial group of beta testers! Through this testing, combined with insightful conversations with bookkeepers, we uncovered some nuanced scenarios that helped us further expand on the Novi Pay experience.

While we're still a couple of weeks away from a full release to all customers, this extra time spent has allowed us to build even more features and enhancements, providing the bonus that the first version you see will be more robust than we originally planned!

Currently, we’re watching full payment lifecycles complete with our beta testers' live payments to ensure everything is in tip-top shape.

Also, keep an eye out! If you’ve already begun or completed your application, you’ll notice a new Novi Pay section in your sidebar (kudos to those of you who've noticed and asked about it!).

For those of you who have been approved, you can start configuring your Novi Pay settings. This is one less step you'll need to do when it comes time to roll out Novi Pay.

Sit tight and stay tuned! When Novi Pay is ready to go live, we’ll contact you with everything you need to get started.
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>> Learn More: Getting Started with Novi Pay

Our new Member Health™ feature has launched in a small beta with an early select group of seven diverse associations! Through this group, we gained immediate, valuable insights that are helping refine the model and identify unique scenarios to improve its functionality. These early findings will ensure a smoother, smarter experience as we prepare to expand to the full beta group. Stay tuned, exciting updates are on the way!

After the success of last year’s sessions, we’re hitting the road again with more in-person trainings designed for new users and those needing a refresher.

Each half-day session covers the basics - membership, events, groups, directories, reporting, and more. While geared toward beginners, all are welcome! Just bring your laptop and questions - we’ll provide the rest.

Location & Dates:

We're working on adding customer roundtables to our calendar for the rest of the year, but we need your help!

Roundtables are an opportunity for you to connect peer-to-peer and share ideas and best practices. In order to host a specific topic, we need a couple of customers to volunteer to co-host the topic and be willing to share their experience.

You don't have to be an expert on the topic, but just willing to share what you've done, lessons learned, and best practice recommendations! Tentative topics include Zapier, Member Onboarding, Novi Census, and Small Staff Non-Dues Revenue.

Are any of those something you or your team can share with other Novi customers? Contact Meg at meg.palumbo@noviams.com!

We’re excited to offer dedicated weekly Office Hours, providing you with the opportunity to ask questions, get real-time support, and collaborate directly with the Novi team. Stop by anytime during the scheduled hour, and feel free to leave when you’re ready. Please note, registration is required. We look forward to seeing you there!
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Join us for our upcoming NPS roundtable to connect, learn, and engage with your association peers:

Novi provides free online group training sessions every month, covering a range of Novi-specific topics. If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!
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If you’ve used Novi’s Smart Renewal Invoices, you know they make it easy to send renewal invoices with a direct payment link right to the Member Compass. Now, we’re taking it a step further - Smart Invoices are available for all invoice types!

Instead of sending via QuickBooks, these invoices are now sent from your Novi site and tracked in your Transactional Email Log.

Smart Invoices are now the default option when sending any open invoice. For non-renewal invoices, the email body will automatically pull in your default QuickBooks message, which you can still customize in the "send email" modal (for individual sends).

In the send invoice email modal, you’ll now see a “Direct Link” field containing the smart invoice URL, along with a copy button for easy access. You’ll also find this link in the Transactions list for each invoice, so it’s always easy to grab.

>> Learn More: Getting Started with Smart Invoices

We've improved the speed and reliability of group updates by introducing a new priority queue, called the "Lightning Lane" for certain actions that trigger group calculations.

Some actions are now recognized as high-priority and are processed faster to make sure your group information updates quickly and accurately, including Product Purchases, Member Registration, Account Creation, Membership Renewals, and Event Registration. These actions are bumped to the top of the "queue" for group calculations, providing faster, more reliable syncs.

We previously introduced file upload custom fields with visibility limited to specific related members and admins. Now, we’re expanding their flexibility! Choose to display file upload fields on directory profiles, making them available for download to those who can view the directory.
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More Details:

If a file field is added to a public member directory, the file will be publicly downloadable right from the member’s profile. This is ideal for sharing non-sensitive materials like resumes, certifications, brochures, or other public-facing documents.

For non-public directories, file downloads will be limited to users who have access to the directory, as well as the uploader, their company managers (if applicable), and admins.

(All existing privacy rules still apply for files not included in a directory, ensuring sensitive information stays protected.)

>> Learn More: File Upload Custom Fields

Give a clearer picture of member history at a glance! You now have more control over which membership date is shown in the Member Compass and Member Directory, ensuring the "Member Since" label reflects the timeline that matters most to your organization and members.

You can now choose how a member's "Member Since" info is displayed with a new Association Setting that allows you to choose from:

ACH Transactions Now Recorded as Invoices + Payments

Previously, ACH charges happening at the time of purchase were recorded as sales receipts. Since ACH transactions can take several days to process, we’ll now create an invoice and a separate payment to more accurately reflect the process.

This change also sets the stage for future Novi Pay enhancements, allowing us to track ACH status (pending, succeeded, or failed) and update accounting and messaging accordingly.
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​Important Notes:

The invoice will include the same field values used on the sales receipt. The due date will always be set to today, regardless of standard payment terms. This will not affect pre-existing sales receipts.

Secure Member-Initiated ACH Payments

Additionally, as part of ongoing security enhancements and PCI best practices, ACH payments must now be initiated by the member while logged-in, ensuring a more secure and compliant experience.

​Stripe ACH

For those using Stripe, ACH is now available! Previously, this was restricted to QuickBooks Payments. Stripe ACH requires the user to add their bank account as a saved payment method in their Member Compass, then confirm that account with two small deposit transactions. Then, they can begin using ACH at checkout!

We've expanded our SEO settings to give you more control over how content appears when shared on social media platforms like Facebook, X (Twitter), and LinkedIn. Now, your shared links will be more accurate, visual, and easier to manage.

For pages with SEO settings - including blogs, directories, events, and more - you can now set platform-specific titles, descriptions, and featured images. This ensures the right preview shows up when links are shared. For X specifically, we've also included support for Card Types.
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​Important Note:
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When you share a link on social media, platforms like LinkedIn, Facebook, and X (Twitter) cache (store) the preview data, such as the title, image, and description, to load it faster next time. If you update your website’s meta tags after sharing the link, the changes might not appear right away because the old preview is still cached. Each platform has tools to clear or refresh this cached data manually. Check out the article below to learn!

>> Learn More: Advanced Social Media Sharing: Using Meta Tags