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Smart Renewal Notices vs. Quickbooks Invoice Only: What You Need To Know!
Smart Renewal Notices vs. Quickbooks Invoice Only: What You Need To Know!

Trying to decide whether to send a Smart Renewal Notice or a Quickbooks Invoice? Here are our tips!

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

You're just about to send out a renewal email and you see this...

...and then you start to question which one you should be sending!

Don't sweat it!

Here are a few things to consider when making this decision.

Smart Renewal Notices

QuickBooks Invoice Only

Opt-in/Manage Auto-pay

YES

Pay by ACH (QuickBooks Payments users)

YES

YES

Measure Deliverability

YES

YES

Direct Link to Pay Online

YES

Customize Email Notice

YES

Attach a PDF Invoice

YES

YES

Last Sent Date
โ€‹(shows in Novi)

YES

YES

Remove Optional Dues
โ€‹(on frontend)

YES

Opt-in/Manage Auto-pay

*Smart Renewal Notice

Auto-pay is the member-elected process that allows their stored credit card to automatically be charged as a payment toward the dues invoice generated during auto-renewal. This automates the payment for the member, and saves you time by not having to worry about collecting open A/R!

Measure Deliverability

Quickbooks has some email open & delivery tracking capabilities available inside the platform.

Smart Renewal deliverability can be measured using Novi's Transactional Email Log.

Direct Link to Pay Online

*Smart Renewal Notice

Both the Smart Renewal Notice and QuickBooks Invoice will attach a PDF copy of the invoice. However, only the Smart Renewal Invoice email will include a direct link to pay that does not require the member to log in to your site!

Customize Email Notices

*Smart Renewal Notice

Smart Renewal Notices offer lots of customization, while QuickBooks sends a very standard email.

Smart Renewal Notice

QuickBooks Invoice


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