Billing & Commerce

Turn a discount on so customers can use it, switch it off when the promotion ends, or copy an existing discount as the starting point for a new one.

Add a way customers can pay you, such as e-transfer, cheque or cash, give it the name customers see, and decide whether it shows on invoices and quotes by default.

Work the queue of quotes and invoices held for approval because of a low margin, a big discount or a hand-typed price, and approve or reject each one with a note.

Read the Nova Payments page once card payments are live, deal with what needs you, turn ways to pay on or off, and open the secure pages for your bank account, business details, deposits and disputes.

Mark one payment method as the organization's preferred one and drag the active methods into the order customers and staff see them.

Decide whether invoice, quote, statement and receipt emails carry a PDF attachment, a secure online link, or both, as the organization-wide default.

Fill in or change the rules of a discount audience, such as first-time, returning or lapsed customers, tags, tiers and branches, and see how the rules combine.

Tell Nova what a service or part costs you, or which supplier or stock method to take the cost from, so margins on quotes and invoices are right.

Set up a percent-off or amount-off discount, give it a code customers can enter if you want one, set when it runs and who can use it, then turn it on.

Set up a price book for a branch, customer or contract, add the rules that change a service or part's price inside it, and preview what a line would cost.

Set up a tax package such as HST or GST plus PST once, add its rates, and make it the default so every new quote and invoice gets the right tax.

Tell apart the emails the card processor sends about verification, tax forms and risk reviews from the ones Nova sends, know who receives each, and what to do when one arrives.

Decide when a quote or invoice reserves stock, whether short items can be backordered, and which shipping options appear on documents that ship goods.

Stop card payments for a while from the Nova Payments Actions menu, start them again after Nova's launch checks pass, or close Nova Payments for good.

Close a quote approval request by hand when the customer approved, declined or asked for changes by phone, email or on paper instead of through the link.

See every quote approval request you have sent to customers, nudge the ones that have gone quiet, send one again, or cancel it when the deal is off.

What happens when a customer disputes a card payment taken through Nova Payments, how to send your evidence before the deadline, and what a won or lost dispute does to the invoice and your deposits.

Take an old tax profile or a single rate out of use without deleting it, so past documents keep their tax, and bring it back if you need it again.

Save a group of customers, such as VIP or gold-tier accounts, once so several discounts and codes can target the same people.

Have Nova email or text a receipt after every payment or refund, choose which channel it uses, and let customers add a tip when they pay an invoice online.

Decide who may change a price, cost or tax on a quote or invoice by hand, and when a low margin or a big discount has to be approved before the document goes out.

Switch every discount off in an emergency, switch discounts off for one branch, and decide which kind of discount wins when two would apply.

Choose how customers approve quotes, who gets the request first, when reminders go out, and whether an invoice is created when they approve.

Choose how long customers get to pay a new invoice, how long a quote stays valid, and which save button your team sees first on quotes and invoices.

Walk through the four Nova Payments setup steps, from business info to pressing Launch payments, so customers can pay invoices by card online and the money lands in your bank account.

Open the tax documents the card processor prepares for your business from the Nova Payments page, know what does and does not appear there, and where the deposit reports and receipts live instead.

Hand Nova Payments to someone else when the person who completed verification leaves, and keep sign-in codes and bank deposit notices reaching the right people.