Enable New Checkout and Invoice Experience

In orgs where Nimble AMS was installed prior to the Nimble AMS Summer '17 release, administrators can enable the new checkout and invoice experience to allow more customization in Community Hub.

Keep in mind that enabling the new checkout and invoice experience directs all constituents to two new Community Hub pages. If you have customized the classic Checkout or Invoice page(s), you will want to be sure those customizations are set up on the new My Checkout and My Invoice pages prior to activating the feature in your production org.

This feature uses Custom Metadata types which must be enabled in your org before you can use it. Please contact NimbleUser Support to enable Custom Metadata Types in your org.

  1. Activate the Community Hub pages:
    1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
    2. Click Manage Records next to Page.
    3. Click Editnext to My Checkout.
    4. Select Is Active.
    5. Click Save.
    6. Click Editnext to My Invoice.
    7. Select Is Active.
    8. Click Save.
  2. Enable feature in Community Hub:
    1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
    2. Click Manage Records next to Tag.
    3. Click Edit next to CheckoutAndInvoiceSUM17.
    4. Select Is Active.
    5. Click Save.

Deselecting Is Active for CheckoutAndInvoiceSUM17 reverts your org to the classic checkout and invoice experience.

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