The My Invoice page displays an outstanding order and users can pay the invoice. The page also displays all standard Nimble AMS products and can be customized to show custom products so users can pay off any invoice.
Constituents can view different types of invoices based on their relationship to a company.
- Individual Invoices—Constituents, whether affiliated to a company or not, can review and pay for a personal outstanding balance.
- 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.
Reviewing an Outstanding Order
Constituents can review all products within an outstanding order and see the prices for each.
Adding Donations with a Membership Renewal
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.
Paying an Invoice
Once constituents have reviewed the order, they can pay using the payment methods set up in your org.
Single Payment Method
Cost with Multiple Payment Methods
Stored Payment Method
Pay Now - Saved Paymenton 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.
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.
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.
Pay Now - Credit Cardon the the Payment Type card which causes the Billing Address card to appear. If the
Billing Addressis present on their account, the fields are prepopulated with their billing address, which they can edit as they see fit. If there is a shippable product in the cart, they can also click Same As Shipping to copy the shipping address entered into the Shipping Address card to use as their billing address.
To use the billing address when verifying credit cards, you will need to activate the Address Verification Service in Authorize.Net. Learn more (external).
Finally, they can use the Credit or Debit Card card to enter their credit card information.
Updating Order Information with Bill Me
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.
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.
With a Cancellation Fee
With a Coupon
With no Cost
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 and billing address information as well as to ensure there are enough funds for the payment.
When the Address Verification Service in Authorize.Net enabled, an error message displays if constituents did not enter their billing address or if the entered address is invalid. Learn more (external).
If card verification was successful, the order confirmation displays. If there is a failure on payment authorization, no records are created in Nimble AMS and the transaction in the payment gateway is cancelled.
After the process has completed, a second callout is made to the payment gateway to capture and process the transaction for the credit card payment. Learn more on Credit Card Payment Processing.
Cards on the Page
|MembershipDetails||Membership Order Details Card Type|
|RegistrationDetails||Registration Order Details Card Type|
|SubscriptionDetails||Subscription Order Details Card Type|
|ItemDetails||Order Item Details Card Type|
|OptionalDonation||Optional Donation Card Type|
|PaymentOptions||Option Selection Card Type|
|CartPaymentMethodSelection||Cart Payment Method Selection Card Type|
|ECheckDisclaimer||eCheck Disclaimer Card Type|
|BillingAddress||Billing Address Card Type|
|Payment||Credit Card Payment Card Type|
|TotalDisplay||Total Display Card Type|
|CheckoutButtonRow||Button Row Card Type|