Configure Cash Bill Creation for Memberships

In order to begin using Billing History, an administrator must first configure Bulk Billing settings for Membership billing.

  1. From Setup, under Build, click Installed Packages.
  2. Click Configure next to "Nimble AMS".
  3. Under Bulk Billing Settings, click New.
  4. Under Billing Type, enter 'Membership'.
  5. Under Billing History Record Type, enter 'Membership'.
  6. Under Bulk Billing Class, enter 'NU.MembershipBulkBilling'.
  7. Under Billing Display Class, enter 'NU.MembershipBillingDisplay'.
  8. Under Lookup Field, enter 'NU__MembershipType__c'.
  9. Click Save.

Once configured, the Billing History will automatically pull in all membership types. Once you access Billing History, you will be able to see all membership types (Individual, Organization, etc.) in the drop-down.

Please contact NimbleUser Support to complete these steps.

  1. Go to Setup | Develop | Custom Settings.
  2. Next to Customization Settings, click Manage.
  3. Click Customization.
  4. Click Edit and select 'Always Allow Membership Renewal'.
  5. Click Save.

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