Novi AMS

Learn how to configure membership auto-renewals in Novi and manage the full renewal lifecycle – from invoice generation and auto-pay to dropping non-paying members.

Membership Auto-Renewals

How membership & accounting interact and what that means for drops.

Auto-Renewals, Drops & Grace Periods... oh my!

Learn how to set up and manage Auto-Pay for renewing members.

Auto-Pay For Membership Renewals

Learn how members can self-renew from their Member Compass when manual renewals are enabled – including lapsed members who want to re-join.

Member-Initiated Renewals from the Member Compass

Learn how to enable or disable auto-renew for a specific member.

Enable or Disable Auto-Renew for a Specific Member

Pull a report of paid membership renewals by filtering the Transactions list view or Item Sales Detail Report

Tracking Paid Renewals in Novi

Limiting Member Type Renewals

Pete Zimek, CAE

Jenn Norman, CAE

Erin-M Marks

Tools and settings to automate and manage membership renewals.

Renewals

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Association Management Software

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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