Invoice 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 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.

Viewing Invoices

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.

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Nimble AMS, Community Hub, Page, Invoice

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.

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_CommunityHub_CardType_Image_OptionalDonation

Paying an Invoice

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

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 check out using one of their stored payment methods.

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

Updating Order Information with Bill Me

Alternatively, 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.

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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 informaiton on the cost of the order, the balance, shipping costs, fees that have been charged, or coupons that have been applied. If there is not cost, no totals are displayed on the Total Details card.

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Order Total

With Shipping

With a Cancellation Fee

With a Coupon

With no Cost

Page Information

Page /apex/invoice
Invoice
Controller Name InvoiceController
Template AccountTemplate
Heading Label OutstandingInvoice
Description Label ReviewPayOutstandingInvoice

Cards on the Page