2017-07-24_15-26-19_Payment Details Dialog Box

On the Payment Details dialog box, staff can receive payments of different forms for the selected entity.

Payment Entity

If your association does not use entity crossovers, the payment is made to the entity of the selected batch.

If your association uses entity crossovers, in Payment Entity, select the entity to which the payment should be made; the entity of the selected batch is preselected by default. Learn more about Entity Crossovers.

  Show Me an Image...

Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Entity Selection

Payment Methods

  1. Payment Amount is prepopulated with the full cost of the selected cart items and can be manually updated to make a partial payment.
  2. In Payment Method, select one of the entity payment methods for the entity:
    1. To receive payment in cash, select Cash and ensure Payment Amount is correct.

        Show Me an Image...

      Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Cash

    2. To handle payment with a paper check you plan to deposit later, select Check and in Check Number, enter the check number which is saved on the payment.

        Show Me an Image...

      Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Check

    3. To receive payment with a one time credit/debit card payment, select Credit Card and enter the proper information in NumberExpiresCSC, and Cardholder Name, enter the information on the card.
      The billing address is repopulated with the Billing Address on the customer's account but StreetCityStatePostal Code, and Country can updated if needed.

        Show Me an Image...

      Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Credit Card

    4. If your association uses stored payment methods or eCheck, to receive payment using a stored payment method, select Stored Payment and in Stored Payment Method, select the stored payment method to use for payment.

        Show Me an Image...

      Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Stored Credit Card

      A message displays if the account has no stored payment methods. Learn how to Create a Stored Payment Method for the account.

      If your association uses stored credit cards, you may find you cannot select a given credit card and that it is marked as Expired. This is because the date on the stored credit card is in the past. With permissions from your administrator, you can either edit the existing stored payment method or create a new stored payment method and delete the old one.

      If your association uses eCheck, you may find you cannot select a given bank account and that it is marked as Exceeds Maximum. This is because the payment amount exceeds your associations per-transaction limit which is determined by your payment gateway. To select the bank account, in Payment Amount, enter amount less then or equal to your association's per-transaction limit.

      When selecting bank account, keep in mind, regulations specify that you must have customer authorization prior to processing a payment using an eCheck stored payment method; learn more. If you have received authorization, select Authorization Received to proceed.

        Show Me an Image...

      Nimble AMS, Staff View, The Order Process, Payment Step, Payment Details Dialog Box, Stored Bank Account

      Keep in mind, unlike credit card payments, eCheck payments are not instantly authorized. Like a paper check, the authorization process can take 5 to 7 days.

  3. In Note, feel free to add any important information to be saved on the payment.

  4. Click Save.

In This Section