Administrators can set up payment preferences to support your associations business process. You can control means of payment available in Community Hub and Staff View, as well as how those payments are associated to the different entities your association manages.
Administrators can add payment methods to provide your staff different ways to pay in the Staff View order process—cash, check and credit card are examples of payment methods. Administrators then create entity payment methods to define the payment methods that are available for a specific entity in the order process, along with the bank account that should be associated with that entity payment method.
Administrators can enable or add payment options to provide your constituents different ways to pay in Community Hub.
Credit Card Issuers
In Nimble AMS, credit card issuers are the credit card networks your association accepts for payment. Nimble AMS includes American Express®, Discover®, MasterCard®, and Visa® as preset credit card issuers.
Your administrator can set up additional credit card issuers, if needed.
Stored Payment Methods
You can streamline your constituent's checkout experience by letting them pay with a stored payment method in Community Hub and in Staff View. Your constituents can view and quickly add, edit, or remove their stored payment methods in Community Hub as well as use the
Pay Now - Saved Payment option at checkout to place an order without reentering their payment information. You can also use the BluePay payment gateway Card Account Updater to keep stored payment method information up to date ensuring payments are coming in without hassle.
Express payment makes it as easy as possible for your association to receive a payment for anything from anyone.
When constituents have an invoice with an outstanding balance, you can send an email containing a unique URL which directs them to a page where they can view the invoice in full, and use a streamlined payment process.
Guests can also process payments, so constituents can simply forward the email with the unique invoice URL to someone else to apply payment, such as an individual in an accounting department who may not have a Community Hub account. With the unique URL they can access the invoice and pay it as a guest.
In Nimble AMS, you can receive cash prepayments from constituents to later apply to orders. In addition, pending refunds on orders may be applied to a prepayment payables GL account as a credit refund, which allows you to apply a refund from one order to another. The cash prepayments and credit refunds are recorded against a prepayment payable GL account that you set up.
Both staff using the Staff View order process and constituents using Community Hub may make a payment using a one time credit/debit card, stored credit card, or eCheck. For new orders, the checkout process results in the creation of an order in Nimble AMS and the payment gateway is used to process the payment. Nimble AMS stores all of the order details, while the payment gateway handles the actual processing and receipt of payment. For PCI compliance, the constituent's payment details such as full credit card or account number are never stored in Nimble AMS.