Member Types, Dues and Renewals
Set up member types, configure dues, and manage renewals.
Overview of Member Type Categories
Create a New Member Type
Member Type Settings
Require Approval for New Memberships
Enable and Edit the Pending Membership and New Member Welcome Emails
Member Benefits Flow
Defining "New Member" vs "Existing Member"
Multi-Year Initial Terms
Default Billable Party for Dues
Adjusting Calendar Renewal Expiration Dates
Setting Up Dues Rules
Draft Dues Rules
Connecting Dues Rules to QuickBooks Items and Marking as Active
Transaction Dates & Payment Terms on Dues Invoices
Tips for Collecting On & Handling Open Dues Invoices
Optional Dues Rules & Product Add Ons for Dues Invoices
Allow Members to Remove Optional Dues Items
How to Email Dues Invoices from Novi AMS
Recalculate and Update Open Dues Invoice
Create a Manual Dues Invoice
Update Dues Rules for Next Membership Term
Deep Dive: Understanding Member Expiration Dates & Outstanding Dues Invoices
How to Drop Members
Find a List of Dropped Members
Reinstatement Fees
Create a Month-to-Month Membership Option for Members
Member Types that Limit Company Member Benefits to Certain Individual Members
Company Membership with Seat-Based Dues: Admin Workflow on the Backend
Grant Member Benefits to Association Staff & Other Partners Not Expected to Pay Dues
Advanced: Create Free Memberships that Auto-Renew Indefinitely