Create an Entity Credit Card Issuer

Administrators can create entity credit card issuers so an entity can accept payments from various credit card networks.

1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs.

2. Click Entities.

3. Select a list view—like All Active Entities—and click Go!

4. Click on the entity for which you want to add a credit card issuer.

5. In the Credit Card Issuers related list, click New.

6. In Bank Account, enter the name of the bank account for which to send credit card payments from this issuer, click  Nimble AMS, Staff View, Button, Lookup, and select the bank account. 

7. In Credit Card Issuer, enter the name of the credit card issuer the entity will accept, click  Nimble AMS, Staff View, Button, Lookup, and select the credit card issuer. 

8. Entity is populated with the entity.

9. In Status, select Active. 

10. Click Save.