Enable the eCheck Stored Payment Type

Administrators can enable the eCheck stored payment type in Community Hub or Staff View.

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. Apply to process eChecks through the payment gateway. Learn more.
  2. Enable Stored Payment Methods.
  3. If the payment gateway is Authorize.Net, Set the eCheck Per-Transaction Limit for a Payment Gateway so Nimble AMS can enforce the limit as payments are being made.
  4. The eCheck payment option uses fields on the Cart Payment and Payment objects to store payment information which were previously only used for credit card payments. Rename the fields so they are applicable to both eCheck and credit card payments.
  5. Create an eCheck Payment Method:
    1. In the tab bar, click the App Launcher, or in Salesforce Classic, click + Nimble AMS, Staff View, Button, All Tabs.
    2. Click Payment Methods.
    3. Click New.
    4. In Record Type of new record
       select eCheck.

    5. In Name, enter eCheck.
    6. Click Save.

      To avoid exceptions, it is essential that you name the payment method as eCheck.

  6. Create an eCheck Entity Payment Method:
    1. In the tab bar, click the 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 Edit next to the entity you want to modify.
    5. In the Entity Payment Methods related list, click New Entity Payment Method.
    6. In Payment Method, enter eCheck 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 a bank account that payments using this method will be directed to and select the bank account.
    9. Click Save.
  7. Enable the feature in Staff View:

    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.
    3. Click Edit next to eCheckSUM17.
    4. Select Is Active.
    5. Click Save.
  8. 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 Manage Bank Account.
    4. Select Is Active.
    5. Click Save.
  9. If you want to 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.
    3. Click Edit next to eCheckSUM17.
    4. Select Is Active.
    5. Click Save.
  10. Assign the Nimble AMS Stored Payments permission set to staff who should have additional access to create, edit, and delete external payment profiles, like the eCheck payment option, for an account. Learn how to Manage Permission Set Assignments (external).

To use the billing address when verifying credit cards, you will need to update the field sets for the Payment Information cards on the Manage Bank Account page to make all fields required. You will also want to activate the Address Verification Service in the payment gateway.