Create a Payment Method

Administrators can create payment methods so staff can enter payments of separate types.

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 Record Type of new record select the type of payment method you want to create.

5. In Name, enter a descriptive name for the payment method, such as Checking or Credit Card.
6. Is Payment is selected by default. Deselect this field only when creating a payment method which does not receive payment or create payment lines; like a payment transfer, for example.
7. Click Save.