Novi AMS

Learn when to receive payments in QuickBooks Online vs Novi AMS.

Receive Payment: Novi AMS vs QuickBooks

Learn how to apply an unapplied payment to an open invoice inside of QuickBooks Online.

Apply an Unapplied Payment

Refund an overpayment via credit card that has already been deposited inside of QuickBooks Online

Learn why guest checkouts are linked to "Novi Guest" in QuickBooks and other tips for working with guest checkouts.

Novi Guest

Refunding a Dues Payment

Learn how to issue a full or partial refund from the QuickBooks Payments portal.

Issue Full or Partial Refund from QuickBooks Payments Portal

Learn how to change the "Deposit to" account when receiving a payment and why you might want to leave it as "Undeposited Funds."

Changing the Deposit Account for Payments

Learn how to create a custom Sales Receipt template with Payment Method details and set it as the default.

Payment Details for QuickBooks Online Receipts

Learn how to restrict members from paying with a credit card or ACH if the total balance is larger than a certain amount.

Prohibit Payments Over A Certain Amount

Learn why it might be a good practice for your organization to accept credit cards and the fees that come with that.

Benefits of Accepting Credit Cards Payments

Learn how the Novi team (and you) can test credit card transactions on a staging site.

Deep Dive: Testing QuickBooks Payments Credit Card Transactions

Learn the difference between a refund receipt and a credit memo. Information for Novi AMS customers.

Refund Receipt vs Credit Memo

Give members flexibility to pay invoices in smaller amounts with Partial Payments.

Allow Members to Make Partial Payments

Pete Zimek, CAE

Samantha Prosser

Jenn Norman, CAE

General Transactions: Payments, Receipts & Refunds

Create a custom design with text, images, and links

Association Management Software

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.