Enable Flexible Payments

Learn how to enable the three types of flexible payments: One-time Scheduled Payments, Installment Payments, and Recurring Orders with a Saved Payment.

Permissions

In the event Coupons are to be used with Flexible Payments the following additional permission must be granted to the Community Hub Guest permission set:

• Read access on the Coupon Discount Link Object.

Prerequisites & Dependencies Between the Flexible Payment Types

Additional Requirements

• Stored Payment Methods must first be enabled in order to use any of the flexible payment types, since a stored payment method is needed to apply the charge.
• Within flexible payments, One-time Scheduled Payments must first be enabled before enabling either Installment Payments or Recurring Orders with a Saved Payment.
• My Domain must be enabled
• Staff Users have Nimble AMS Scheduling Permission Set Assigned

Both Installment Payments and Recurring Orders with a Saved Payment also require Frequency records to be configured.

Installment Payments and Recurring Orders with a Saved Payment are not dependent on each other; you can enable one or the other, or both. You can even use both features in a single order! For example, a constituent could have an annual membership that automatically renews each year (Recurring Orders with a Saved Payment) and within each year, it's paid in 12 monthly installments (Installment Payments).

Enable One-time Scheduled Payments

Follow the below steps to enable One-time Scheduled Payments for Community Hub:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
2. Click Manage Records next to the Tag of Community Hub.
3. Click Edit next to the Scheduled Payments.
4. Select Is Active.
5. Click Save.

Follow the below steps to enable One-time Scheduled Payments for Nimble AMS:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
2. Click Manage Records next to the Tag of Nimble AMS.
3. Click Edit next to the Scheduled Payments.
4. Select Is Active.
5. Click Save.

Enable Installment Payments

One-time Scheduled Payments must first be enabled before enabling Installment Payments. You are not required to enable Recurring Orders with a Saved Payment.

Follow the below steps to enable Installment Payments for Community Hub and Nimble AMS:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
2. Click Manage Records next to the Tag of Nimble AMS.
3. Click Edit next to the Installment Payments.
4. Select Is Active.
5. Click Save.

Enable Recurring Orders with a Saved Payment

One-time Scheduled Payments must first be enabled before enabling Recurring Orders with a Saved Payment. You are not required to enable Installment Payments.

Administrators or staff will need to configure desired products to be "Recurring Eligible", post enablement, as well as configure any Product Frequency Links. PFLs are only required for those products where users can choose the frequency they want to recur on.

Follow the below steps to enable Recurring Orders with a Saved Payment for Community Hub:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
2. Click Manage Records next to the Tag of Community Hub.
3. Click Edit next to the Recurring Payments.
4. Select Is Active.
5. Click Save.

Follow the below steps to enable Recurring Orders with a Saved Payment for Nimble AMS:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
2. Click Manage Records next to the Tag of Nimble AMS.
3. Click Edit next to the Recurring Payments.
4. Select Is Active.
5. Click Save.

Post enablement, administrators or staff will need to edit any and all page layouts to manually add following related lists and fields required for each feature:

• Related Lists
  • Product Frequencies
• Fields
  • Recurring Eligible
  • Recurring Frequency
  • Status Detail (for recurring orders on Schedule Page)
  • Community Hub Enabled (for recurring orders on Frequency Page)
  • Occurrences (for recurring orders on Frequency Page)

If using custom profiles, make sure you give them the Read and View All access to Product Frequency Links object. Editing memberships without these permissions might result in a error for staff users of custom profiles.

Related Links

• Default Email Notifications for Flexible Payments