![]() ![]() Nimble AMS also releases additional features and improvements tailored to associations’ needs. If you’re aiming to increase productivity, you need a software solution and vendor that will help you implement your new AMS with few interruptions to your association’s workflow. Our system will work with your existing processes and current tools to reduce manual work, improve efficiency, and optimize data management across your organization. Salesforce and Nimble AMS deliver configuration, analytics, and automation features on an integrated platform to optimize your workflow. When Stored Payments Methods is enabled users can save the payment details entered during checkout to use in future, without navigating away from the checkout page. They can do this by selecting the Save for Future Use checkbox on the card details section.Available on the Salesforce platform, Nimble AMS delivers the innovation and reliable performance our clients expect from Salesforce technology. A number of checks are done to ensure the cart is complete and will not interfere with any other orders. If you are paying for an order with Pay Now - New Credit Card, click Proceed to Payment, to enter the credit card details and submit the cart and create transactions.If you are paying for an order with Pay Now - Saved Payment , click Submit, to submit the cart and create transactions.On doing this, apart from price displayed in base currency, the approximate price will also be visible in preferred currency of the user in parenthesis.Īlso, if the user's preferred currency is different from association's base currency or corporate currency, they will be shown a message informing that the final payment will be completed in association's base currency. Viewing Prices in Preferred CurrencyĪs of Nimble AMS Winter '20 release, if your Org is enabled with Internationalization feature, and currencies are added for the logged in Community Hub user, they can select their preferred currency from a drop down on top right. On doing this, apart from price displayed in base currency, the approximate price will also be visible in preferred currency of the user in parenthesis. Updating Order Information with Bill MeĪlternatively, Trusted individuals can select Pay Later - Bill Me on the the Payment Options card to update the purchase order number, the description on the invoice, as well as any other information you are collecting and submit the updates to the invoice.Īs of Nimble AMS Winter '20 release, if your Org is enabled with Internationalization feature, and currencies are added for the logged in Community Hub user, they can select their preferred currency from a drop down on top right. They can then select the Recurring Frequency and Payment Method to pay a donation. If an outstanding order contains a membership renewal, and staff have configured the membership type with donation options, an additional card displays so constituents have the opportunity to make a donation. Constituents can pick to what fund(s) and what amount they wish to give.Ĭonstituents can choose to pay a donation one time by selecting One Time Donation or configure to pay a donation multiple times at defined intervals by selecting Configure Donation Frequency. ![]() Adding Donations with a Membership Renewal They can then select the payment Method to pay for the recurring product. ![]() If an outstanding order contains a product that has recurring enabled, Constituents can select the Recur checkbox to purchase the product at predefined frequency. If an outstanding order contains a membership renewal and has auto-renew enabled, Constituents can select the Change to Not Renew from the Auto-Renewing drop-down for one time membership or select the Configure Auto-Renew Frequency to renew the membership at predefined frequency. They can then select the payment Method to pay for the auto-renewable membership. Company Invoices-Constituents who are primarily affiliated with a company, and are company managers, can review and pay for a personal or company outstanding balance.Ĭonstituents can review all products within an outstanding order and see the prices for each.Individual Invoices-Constituents, whether affiliated to a company or not, can review and pay for a personal outstanding balance. ![]() Viewing InvoicesĬonstituents can view different types of invoices based on their relationship to a company. The page also displays all standard Nimble AMS products and can be customized to show custom products so users can pay off any invoice. The My Invoice page displays an outstanding order and users can pay the invoice. This page is part of the New Community Hub Checkout and Invoice Experience seen on orgs where Nimble AMS was installed after the Nimble AMS Summer '17 release. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |