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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 2 weeks ago

πŸ’‘ If you are using Novi Pay, you won't see the option to send a QuickBooks Invoice anymore! If you need to use QuickBooks Payments for any reason, you can send the invoice from the QuickBooks Online side.

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

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
​(shows in Novi)

YES

YES

Remove Optional Dues
​(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 money on open invoices!

Note: The member must log in in order to store their payment method. Login is not required with Smart Invoices.

Measure Deliverability

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

QuickBooks has some email open & delivery tracking capabilities available inside its platform.

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!

You can also send your member a direct link to pay by copying the link from the email pop-up and sharing it with them. It will take them straight to the payment page.

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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