The Charges list view is your central hub for viewing and managing transactions that were processed through Novi Pay. It gives you visibility into every charge, refund, and sales receipt, and shows how each transaction connects to QuickBooks.
While refunds can be processed here, it’s best to handle them directly from their source (like an event cancellation or product purchase) whenever possible. This helps keep your records accurate and organized.
If you need additional payment details, log into your CardPointe account.
Navigating to the Charges List
Navigate to the Novi Pay tab dropdown
Click on Charges
What You’ll See on the Charges List
Each row represents a Novi Pay transaction.
The key details you’ll find include:
Payment Processor – This is the processor used to charge that specific transaction. If your members have saved payments from before the change onto the Fiserv platform, then you may occasionally see "Novi Pay - Stripe" processed charges here as well.
This column will only show if you were on an older version of Novi Pay.
Charge ID – This is the transaction ID that is coming directly from Fiserv
Date – When the transaction was processed.
Payment Method – Credit card or ACH details including the last four digits of the card or account
Customer – This is the customer or member's name. It could be a person or a company.
Account Holder Name – This is the name on the card/payment method that is used.
Amount – This is the full amount that the member was charged.
Fees – These are the fees associated with that charge. These will be taken out of your overall payout in batch deposits.
Status – This lets you know if the transaction was successful, pending, failed, or refunded.
Related Transactions – This column shows the related transaction that was created in QuickBooks Online like the sales receipt, payment on an invoice, or refund.
Actions
View – View the details of the transaction. (screenshot below)
Refund – If you have a scenario where you don't want to cancel the related event registration or cancel the related product purchase, you can manually refund that transaction.
Refunding from the Charges List
You are able to issue full and partial refunds directly from the Charge tab:
Find the transaction you’d like to refund.
Click the dropdown arrow under the Actions column and select the Refund option. It will open a pop-up modal.
From here, you can choose the amount you want to refund (full or partial).
If you are attempting to refund a payment before it has settled, you will only be able to issue a full refund.
⚠️ Best Practice: While refunds are available here, we recommend processing them from the original context (for example, directly on an event for a cancellation, or on a product purchase). This keeps your records cleaner while also ensuring QuickBooks stays accurate.
Troubleshooting & FAQs
Why don’t I see a transaction here?
Only transactions processed through Novi Pay will appear in this list. Payments processed outside of Novi Pay, using any other processors (like QuickBooks Payments) won’t show on this tab. An example would be if your member has a previously saved credit card from before switching to Novi Pay, then that transaction may be processed on the legacy payment processor.