This article explains how to drop members manually. If you prefer to automate this process, see: How to Automatically Drop Members
Most members eventually pay their outstanding dues invoices, but there are always some who don't. At some point, association staff may decide to drop members whose dues remain unpaid – a process in Novi called Non-Renew & Credit.
Video Tutorial
Watch Non-Renew & Credit in Action:
What Happens During Renewal?
When a membership renews, two things happen:
A dues invoice is created.
The member's expiration date is moved forward to the end of the next term (yearly, monthly, etc).
If a member does not pay by the due date set within their Member Type settings, they should be dropped through Novi's Non-Renew & Credit process.
What is Non-Renew and Credit?
Non-Renew and Credit rolls back the member's expiration date to what it was before renewal and issues a credit to offset the open invoice.
Non-Renew
This part of the process rolls back the member's expiration date to what it was before renewal. What happens next depends on timing:
If the previous expiration date has already passed: The member's status changes to Expired immediately, and member benefits are removed for them and any inheriting or dependent members (if applicable to the member type).
If the previous expiration date is still in the future after Non-Renewing: The member will remain Current until that date, at which point their status will automatically change to Expired and benefits will be removed.
For example, if a member with a 12/31 expiration date is renewed on 11/1, their new expiration date becomes 12/31 of the following year. If you Non-Renew & Credit that member before 12/31 of the current year, their expiration date rolls back to 12/31 of this year and they remain Current through the end of their current term.
If the member is a new member who never paid: The expiration date is removed entirely and their status reverts to Prospect.
Credit
The credit portion:
Triggers QuickBooks Online to create a credit memo offsetting the original dues invoice.
Adds a layer of detail and transparency to accounting records by properly reversing recognized revenue, keeping financial reports accurate.
Ensures that your Profit & Loss statement reflects a net zero effect, unless the original invoice and credit were recorded in different periods.
📌 Important Note: Novi strongly recommends against deleting dues invoices in QuickBooks Online, as this can alter previous financial reporting and may need correcting down the road. Use Non-Renew & Credit instead.
How to Manually Non-Renew & Credit
Admins can drop members using a batch action or on a specific member's dues invoice.
Batch Processing
Use this method to process multiple drops at once.
Steps
Navigate to Accounting > Transactions in the backend.
Click the Filter button to filter to overdue dues invoices.
💡 AE Tip: Use the Quick Filter button to quickly apply filters for all overdue dues invoices.
Manually select specific invoices or select all on the page.
Click Batch Actions > Non-Renew & Credit:
Processing a Single Non-Renew & Credit
The Non-Renew & Credit button is also available in two places:
On an open dues invoice
On the Details tab of the member record
From a dues invoice:
View the invoice from the Transactions list or from the Accounting tab on the member's record
Click the Non-Renew & Credit button in the pop-up modal
Close the modal
Fom the Details tab of a record:
Navigate to the Details tab of the member record with the overdue invoice.
In the blue area under Membership Information, click the Non-Renew & Credit button.
The "Non-Renew" Transaction Status
QuickBooks Online considers Non-Renew & Credited invoices as Paid. In most cases, a zero-dollar payment is automatically created to link the credit memo with the outstanding invoice.
However, Novi displays these transactions with a Non-Renew status so you can distinguish them from other statuses.
Note: Non-Renew & Credit is a Novi feature only. QuickBooks Online will still show any invoice as Paid when a credit memo has been applied to it.
The Non-Renew status is visible in these areas of Novi:
Accounting > Transactions tab
Member Record > Accounting tab
Recent Signups
In Transaction Status Filters
Member Compass > Accounting tab
Troubleshooting
The Non-Renew & Credit feature is available only for open dues invoices (which includes overdue invoices).
If a dues invoice has been fully or partially paid:
You’ll need to refund their payment manually in QuickBooks Online (if necessary) and adjust the member's expiration date in Novi to their previous expiration date.
Note that this applies to both manual and automatic non-renewals – partially paid invoices cannot be processed by either method.
When batch processing, Novi will skip paid and partially paid invoices and list the ones not processed in the status bar on the Transactions page:
If the member has an optional dues rule that was removed using the create an offsetting credit memo setting, that setting will also prevent Non-Renew & Credit of the invoice since the offsetting credit memo is recorded as a partial payment in QuickBooks Online.
Important Notes
The Non-Renew invoice status only appears in Novi when the invoice is credited using Novi's Non-Renew & Credit feature – not when credits are issued directly in QuickBooks Online. This is intentional, as credit memos are sometimes used for purposes other than membership drops. Consult your bookkeeper or accountant for guidance on the accounting side.
When invoices are Non-Renewed & Credited, a copy of the credited invoice is not automatically sent to the member. To notify members, see notification options in How to Automatically Drop Members.
You can only Non-Renew & Credit once per dues invoice.
If a member wants to renew again later, leave the previous non-renewed invoice untouched and click the Renew button from their Details tab to generate a new invoice.
When batch emailing transactions, if Non-Renewed invoices are included in the selection, Novi will ask for confirmation before sending.
A Note on Seat-Based Dues Invoices
If you're making changes to a member company that has seat-based dues, please refer to the corresponding articles for more detailed information:
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Keywords: non-renew, nonrenew, drop, expire, lapse