Checkout Page

This page is part of the classic checkout and invoice experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Summer '17 release. This page is replaced in the New Community Hub Checkout and Invoice Experience. Learn more.

The checkout can be accessed anytime by users who are logged into Community Hub via the Checkout menu item. Checkout provides a view of all products that the user has chosen, and provides a way for them to review the products added to the cart, their sub total and total for the items.

Membership

Users can click the edit button on a membership to edit details for that membership. The user can select a new membership type, change their dues option, or change any additional options on the membership. If the user changes their membership type selection, all required and optional items are removed from their cart. When the user returns to the checkout page, any changes made to their membership are shown in the cart and the total cost of the membership is updated. Users can also click to remove a membership from the cart. When trying to submit the order, the user is notified if there is no dues product selected or if there are some required products not selected, and the order is not submitted.

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Merchandise

Removing Merchandise Products from the Cart

Users can remove individual merchandise products from their cart upon confirmation of removal. Relevant totals are adjusted when a product is removed from their cart.

Adjusting Quantity

Users can adjust the quantity of products they'd like to order on the Checkout page. Relevant totals are adjusted when the quantity is changed.

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Adjusting Quantity Below the Limit and with Sufficient Inventory

When users adjust the quantity to less than or equal to the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can update the quantity of merchandise products in their cart.

Adjusting Quantity Above the Limit or with Insufficient Inventory

When users adjust the quantity to more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot update the quantity of merchandise products in their cart and are shown a message letting them know that they must enter a lesser quantity and then tells them the maximum they can enter.

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Inventory Decreased After Adding Merchandise Products to the Cart

If inventory is tracked and the inventory of a merchandise product goes below the quantity users added to their cart, they are shown a message letting them know that they must enter a lesser quantity. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

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Out of Stock Merchandise Products

If inventory is tracked and a merchandise product users added to their cart goes out of stock, they are shown a message letting them know that the item is out of stock and that it must be removed. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

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Registration

When users browse to the Checkout page, they are notified if any chosen event session(s) are now full, and are prompted to remove the session(s) in order to checkout. The Checkout button is deactivated until the full sessions are removed from the cart.

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Users can click to remove a registration, or to edit the details for a registration. Users can update their session selection, add or remove guests, update badge information and answers to questions; depending on what is set up for the event. When users return to the checkout page, any changes in guest registrations or session selection are shown in the cart and the total cost of the registration is updated.

If the event setup is simple, like a webinar, when users click Edit, the Checkout page will simply refresh, as there is nothing to edit in the registration.

  This Will Happen When...

The Event is not setup to allow colleague registration

And

The Event is not setup with at least one Session or Question that is limited to a Registration Type

And

The Event is not setup with more than one session

And

The Event is not setup with one session that is not required

And

The Event is not setup with guest registration options

And

The Event is not setup to collect attendee badge information

And

The Event is not setup with at least one question

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When trying to submit the order, users are notified if there are any sessions that must be selected, questions that must be answered, and/or any badge information that is needed, and the order is not submitted.

  This Card(s) is Seen When...

There is at least one Registration in the Cart.

If the Event is setup with a group of sessions that requires the user to select a session, but does not configure any of the sessions in the group to show in Community Hub, users will not be able to submit their order.

Coupons

Users can enter a coupon code that they received from staff and click to apply it. A message is shown at the top of the page letting users know that the coupon has been applied, the card shows the coupon code that's been applied as well as the discount amount, and the order total is updated. Alternatively, a message is shown to users letting them know when a coupon code does not apply to product in their cart, or has expired. Finally, users can also click to remove the coupon code if they don't want to use it. A message is shown at the top of the page letting users know that the coupon has been removed, the card allows users to enter a coupon code, and the order total is updated.

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Shipping

Editing a Shipping Address

When a constituent checks out with shippable merchandise products in their cart, the shipping address fields are automatically populated from the Shipping Address on their account. If the Shipping Address is not populated on the account, the constituent must complete all required fields before continuing the checkout process. After the constituent enters their shipping address and clicks Calculate Tax & Shipping, the shipping options and updated Total Tax are displayed.

  This Card is Seen When...

There is a shippable merchandise product in the user's cart

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If users enter their shipping address at checkout, the address is saved to the Cart Item and the Order Item, but it is not saved to the user's Account.

Picking a Shipping Method

Community Hub users can select a shipping method during the checkout process if shippable merchandise products are included in their order. Users can select the desired shipping method from the list of available methods and the appropriate fees will be added to the cart total. Shipping address fields will only be shown to users if they have selected shippable merchandise products and the user must enter information into all fields to see available shipping options.

Users will only see shipping methods that have Self Service Enabled selected in Staff View. Users are required to select a shipping method if a shippable merchandise product is added to the cart. If users do not select a shipping method, they will be prompted to do so before submitting the order.

  This Card is Seen When...

There is a shippable merchandise product in the user's cart

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A Community Hub cart cannot currently have more than one Cart Item that contains shippable products. All shippable products should be grouped within a single Cart Item.

Editing

Users can see any session or guest they are adding (shown in green) as well as the amount they will need to pay or be refunded based on their changes.

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Cancellation

Users can see the registration which they are canceling, any cancellation fees (shown in red), as well as the amount they will be refunded. Each registration on the order states whether it's being cancelled or if it was canceled in the past.

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Cancellation Reason

Staff can enable a cancellation reason to be shown on Checkout. When enabled, Community Hub Users can enter a reason for canceling their registration and if the field is set to be required in Staff View, users must enter a cancellation reason in order to submit their cancellation.

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Refunds

In some cases, users will be automatically refunded when editing or canceling a registration. In other cases, a cancellation cannot be handled automatically, and requires staff intervention. In each case where a refund can't be handled automatically, users are told why the edit or cancellation can't be submitted, and what they can do to edit or cancel their registration.

Editing or Canceling a Registration Paid for with a Credit Card Within 24 Hours

Due to credit card processing limitations, users will not be able to edit or cancel a registration that was paid for with a credit card within 24 hours. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they can either contact staff for assistance or edit or cancel the registration the following day.

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Editing or Canceling a Registration Paid for with a Credit Card After 120 Days

Due to credit card processing limitations, users will not be able to edit or cancel a registration that was paid for with a credit card after 120 days. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they need to contact staff for assistance.

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Editing or Canceling a Registration Paid with Something Other Than a Credit Card

Users will not be able to edit or cancel a registration that was paid for with something other than a credit card. The payment card is not be shown to users, instead, a message is shown at the top of the page letting them know that that they need to contact staff for assistance.

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Payment

Once constituents have reviewed the order, they can pay using the payment methods set up in your org.

No Cost

If an order has no cost, the Payment card is not displayed and constituents can submit the order without entering payment information.

Cost with a Single Payment Method

When no other payment methods are enabled, constituents use the Payment card to enter credit card information to submit their order.
  This Card is Seen When...

The product(s) in the cart has a cost

And

Bill Me and stored payment options are not set up in your org

Or

Bill Me is set up in your org, but the constituent's account does not have Trusted selected.

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Nimble AMS, Community Hub, Card Type, Credit Card Display

Cost with Multiple Payment Methods

When multiple payment options are set up in your org, like bill me or stored payment methods, constituents can use the Payment Type card to select which payment method they would like to use for payment.
  This Card is Seen When...

There is a positive balance.

And

Stored payment methods is enabled.

Or

Bill Me is set up in your org and the constituent's account has Trusted selected.

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Community Hub, Card Type, Order Payment Option Selection

Stored Payment Method

When stored payment methods are enabled, constituents can select  Pay Now - Saved Payment on the the Payment Type card, which lets them use one of their stored payment methods.

If your association has multiple Community Hubs, only stored payment methods for the entity of the current Community Hub display in this list.

If constituents have no stored payment methods, the My Payment Methods card displays a message with a link to the My Payment Methods page where they can add one.

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Nimble AMS, Community Hub, Card Type, Cart Payment Method Selection, With No Stored Card

If constituents have one or more stored payment methods, the My Payment Methods card displays a message with a link to add, edit, or remove stored payment methods, and also lists all stored payment methods alphabetically by the name of the stored payment method. The default stored payment method is preselected, and constituents can select from their other stored payment methods as well.

Expired credit cards do not display in this list.

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Nimble AMS, Community Hub, Card Type, Cart Payment Method Selection

When constituents select a stored bank account, the eCheck Payment Authorization card displays with the details of the payment they are about to make using their stored eCheck bank account to confirm their authorization.

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Nimble AMS, Community Hub, Card Type, eCheck Disclaimer

Credit Card

Constituent s can select  Pay Now - Credit Card  on the the Payment Type card, which lets them check out by entering credit card information.

This page does not support Address Verification Service in Authorize.Net. To use the Address Verification Service, Enable the New Checkout and Invoice Experience.

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Nimble AMS, Community Hub, Card Type, Credit Card Display

Bill Me

Trusted constituents can select Pay Later - Bill Me on the the Payment Type card, which lets them check out without paying right away.

If all products in a constituent's cart are Bill Me enabled, on the Payment Method card, constituents can select the Pay Later - Bill Me option and the Bill Me cards are displayed.

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If only some of the products in a constituent's cart are Bill Me enabled, the Payment Method card displays a message letting them know they cannot use Bill Me to check out with products that are not Bill Me enabled. In this case, constituents can check out using another payment method or change what is in their cart.

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Nimble AMS, Community Hub, Page, Checkout, All Products In The Cart Are Not Bill Me Enabled

Entering Billing Address

Constituents checking out using Bill Me must enter their billing address information on the Billing Address card. By default, Bill Me uses the Billing Address on the account, but administrators can customize which address to used.

If constituent's Billing Address is not entered on their account, the Billing Address card displays a warning that the fields must be populated to use Bill Me and provides a link to the Edit My Profile page where constituents can update their information. When constituents submit their information, they are taken back to the Checkout page to continue checking out.

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If constituent's Billing Address is entered on their account, the Billing Address card displays the billing address fields and a message letting constituents know they are using Bill Me, and provides a link to the Edit My Profile page where constituents can update their address information. When constituents submit their information, they are taken back to the Checkout page to continue checking out.

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Entering Additional Information

When checking out using Bill Me, constituents can provide additional information which is saved on the cart record for their order. By default, constituents can provide a purchase order number and a note for the invoice, but administrators can customize what additional information they want s to provide.

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Nimble AMS, Community Hub, Card Type, Bill Me Detail

Reviewing the Order Total

Constituents can review the Total Details card for information on the total cost, the balance, shipping costs, fees that have been charged, or coupons that have been applied. If there is no cost, no totals display on the Total Details card.

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Order Total

With Shipping

With a Cancellation Fee

With a Coupon

With no Cost

Sales Taxes

The tax for a product calculates when the product is added to the cart. If there are taxable items in the cart, Total Tax is displayed on the Total Details card. If there are no taxable items in the cart at checkout, Total Tax is not displayed on the Total Details card. 

If a taxable item is removed from the cart or if the quantity of a taxable item is updated, Total Tax is updated to reflect the change.

When taxable products are also set as shippable, the Shipping Address card is displayed. If the constituent changes the shipping address and clicks Calculate Tax & Shipping, Total Tax is updated.  

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Nimble AMS, Community Hub, Checkout, Total Details, With Total Tax

Submission

When users click Submit, a number of checks are done to ensure the cart is complete and will not interfere with any other orders.

Locking the Cart

To prevent Community Hub constituents from potentially submitting their cart and making a payment twice, the cart is locked during cart and payment submission. This prevents duplicate submissions and is invisible to the constituents.

Staff also locks the cart during submission, but the payment is not locked.

Checking for a Conflicting Order Adjustment

By default, Nimble AMS allows multiple users to submit an edit to the same order item. This is not recommended as orders could be impacted in unforeseen ways if multiple edits are made to an order at the same time.

When order adjustment versioning is enabled, Nimble AMS does not submit an order with a conflicting edit and shows a message letting users know they cannot submit the order because it includes items which have been modified by another user.

Credit Card Payment Authorization

When constituents pay with a credit card and submit their order, a callout is made to the configured payment gateway to verify the accuracy of the card information and that there are enough funds for the payment. A second callout is made to the payment gateway to capture and process the transaction for the credit card payment. When the process completes, the constituents will see an order confirmation. Learn more on Credit Card Payment Processing.

From time to time, a failure can occur during this process. If the failure is on payment authorization, no records are created in Nimble AMS and the transaction in the payment gateway is cancelled.

Please contact NimbleUser Support if there is a failure in processing a credit card payment.

Page Information

Page /apex/checkout
Checkout
CheckoutController
Template InteriorTemplate
Heading Label Checkout
Description Label ReviewSelectionAndPay

Cards on the Page

Messages on the Page

Type
Cause Label Name
Error Users try to submit a cart that contains a membership that is missing a Primary Membership Product. ChooseDuesOption
Error Users try to submit a cart that contains a membership that is missing all Required Membership Products. ChooseRequiredOptions
Error Users try to submit their order and there is an issue processing the credit card payment. TransactionDeclined
Error Users try to submit their order and they have not populated a required field on the attendee and/or guest badge(s). ProvideAllRequiredBadgeInformation
Error Users try to submit their order and they have not selected at least one session from a group of sessions that requires selection. SelectAllRequiredSessions
Error Users try to submit their order and they have not answered a required question. AnswerAllRequiredQuestions
Error User try to submit their order using Bill Me and they have not entered their billing address. BillingAddressNotProvided
Message Users try to cancel a registration within 24 hours after payment. CancelWithin24HoursCreditCard - This is part of the AMS package
Message Users try to cancel a registration 120 days after payment. Past120ContactOfficeProcessRefund - This is part of the AMS package
Message Users try to cancel a registration that was not paid with a form other than a credit card. OtherPaymentTypeContactOfficeProcessRefund - This is part of the AMS package
Message Users are canceling a registration an order with multiple registrations on it. MultipleOrderItemsCancelItem
Message Users browse to the checkout page with event sessions that are no longer available. OneOrMoreRemoved