Refunds of Paid Invoices in Novi

NoviAMS has a few different procedures for refunds depending on the transaction.

Note if the member has not already paid - then canceling the order is usually much simpler

1. Product Orders

This needs to be done BOTH in Novi and Quickbooks

Step 1. Cancel order in NoviAMS:See Novi Article

Step 2. Refund from quickbooks: Send details to Executive Director - include the Order #, Invoice # , Purchaser and date of payment

2. Event Registrations

For a credit card payment - the refund only needs to be done in Novi. 

See Novi Article

3. Member Dues

These are refunded only in Quickbooks

Send the Executive Director the dues invoice to be refunded

For more information see Novi Article