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 directly in your payment processor portal.

Issue Full or Partial Refund from your Payment Processor

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

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Create your workspace and invite the people you work with.

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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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