Enable Stored Payment Methods

Administrators can enable stored payment methods in Community Hub or Staff View and specify which staff should have additional access to create, edit, and delete external payment profiles, like a stored credit card payment option, for an account.

This feature uses Custom Metadata types which must be enabled in your org before you can use it. Please contact Nimble AMS Support to enable Custom Metadata Types in your org.

1. Create Stored Payments Payment Method:
   1. In the tab bar, click 

      

      App Launcher, or in Salesforce Classic, click 

      

      Nimble AMS, Staff View, Button, All Tabs.
   2. Click Payment Methods.
   3. Click New.

   4. In New Payment Method, select the record type Stored Payments. 

   5. In Payment Method Name, enter Stored Payment.
   6. Click Save.
2. Create a Stored Payments Entity Payment Method:
   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.

   4. Click the name of the entity you want to modify and then select Edit.
   5. In the Entity Payment Methods related list, click New Entity Payment Method.
   6. In Payment Method, enter Stored Payment, click 

      

      Nimble AMS, Staff View, Button, Lookup, and select the payment method.
   7. Entity is populated with the entity for which the entity payment method is created.

   8. In Bank Account, enter the name of any bank account, click 

      

      Nimble AMS, Staff View, Button, Lookup, and select the bank account.
      

      Though you must enter a value in Bank Account, it is not used for entity payment methods where Payment Method is Stored Payment. In the case of a stored payment, the bank account on the entity payment method of the selected stored payment is used for payments.

   9. Click Save.
3. Ensure you have Set Up a Payment Gateway.
4. Add the Stored Payment Methods related list and buttons on the Person Account Layout page layout:
   1. From Setup, go to Object Manager, and select Accounts| Page Layouts.
   2. Click Edit next to the Account Layout.
   3. Add the Stored Payment Methods related list.
   4. Click Save.
   5. On the Stored Payment Methods, expand the Button list.
   6. Add the New Stored Payment Method button and remove the New button.
   7. Click OK.
   8. Click Save.
5. Update a field on the External Payment Profile object:
   1. From Setup, go to Object Manager, and select Create | Custom Objects.
   2. Click External Payment Profile.
   3. In the Custom Fields & Relationships section, click Payment Type.
   4. In the Values section, click New.
   5. In the text area, enter Bank Account.
   6. Click Save.

6. Enable the feature in 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 Tag for the Nimble AMS installed package.
   3. Click Edit next to StoredPaymentMethodsSUM17.
   4. Select Is Active.
   5. Click Save.
7. Activate the Community Hub pages:
   1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
   2. Click Manage Records next to Page.
   3. Click Edit next to My Payment Methods.
   4. Select Is Active.
   5. Click Save.
   6. Click Edit next to Manage Credit Card.
   7. Select Is Active.
   8. Click Save.

8. Enable the feature in 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 Tag for the Community Hub installed package.
   3. Click Edit next to StoredPaymentMethodsSUM17.
   4. Select Is Active.
   5. Click Save.
9. Create a Navigational Menu Item: If the navigational menu on the left does not have a navigational item for My Payment Methods, create one as given below. 
   
   1. In the tab bar, search and select the Community Hub Setup app, or in Salesforce Classic, in the Force.com App Menu, select Community Hub Setup. 

   2. In the tab bar, click Navigation.

   3. Click New Navigation Item.

   4. In Name, enter My Payment Methods.

   5. In Menu, enter Global.

   6. In Title, enter My Payment Methods.
   7. In URL, enter /mypaymentmethods.
   8. Select Display For Logged In Users.

   9. Click Save.

10. Ensure the Reconcile Unsettled Payments scheduled job is enabled:
    1. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.
    2. Click Configure next to Nimble AMS.

    3. In the Extensibility section, if you'd like to automatically reconcile settlement information on payment records older than 30 days, in Number of Payment Reconciliation Days, enter the number of days in the past for which to reconcile.

       

       If Number of Payment Reconciliation Days field left blank, the default value is set for 30 days

    4. In the Scheduled Jobs section, select Enable next to Reconcile Unsettled Payments.
    5. Click Save.
11. Assign the Nimble AMS Stored Payments permission set to staff who should have additional access to create, edit, and delete external payment profiles, like a stored credit card payment option, for an account:
    1. Manage Permission Set Assignments (external).