Edit a Payment Method

Administrators can change name of a 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. Select a list view, like All Payment Methods.
4. Click Edit next to the payment method you want to modify. 

5. Make the desired changes. 

   

   Hosted Payment Forms: Be more PCI Compliant

   We recommend being more PCI Compliant by using Hosted Payment Forms.

   When doing so, we suggest disabling the Credit Card payment method. You can do that by deselecting Is Payment checkbox in Credit Card payment method. This payment method will then not be displayed in the drop down of payment methods. 

6. Click Save.