Create a Prepayment


Staff can create prepayments for cash and checks received from constituents.

  1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click Prepayment.
  3. Click Prepay.
  4. In Payment Method, select the payment method with which you want to prepay.
  5. In Payer, enter the name of the individual or organization that has provided a prepayment, click Nimble AMS, Staff View, Button, Lookup , and select the account from the lookup results.
  6. In Batch, select your batch. Automatic is the default, or you can select from the open manual batches for your  Default Entity. Learn how to Change the Default Entity.
  7. If you select Automatic in Batch, you can leave the default date for the payment in Payment Date, or enter a different date. If you select a manual batch, Payment Date is read only and displays the same date as the batch.
  8. In Payment Amount, enter a payment amount.
  9. If you select Check for the Payment Method, then in Check Number, enter a check number.
  10. Optionally, in Note, you can enter additional information about this prepayment.
  11. Click Submit.

After you have submitted the prepayment, a confirmation message displays with a link to the payment record.


In This Section