Edit an Entity Payment Method
Administrators can change the bank account used for an entity payment method.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Entities.
Select a list view—like All Active Entities—and click Go!
- Click Edit next to the entity you want to modify.
- In the Entity Payment Methods related list, click Edit next to the entity payment method you want to edit.
- Make the desired changes.
- Click Save.
Entity Payment Method in Internationalization
If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.
Due to data sanity, you will not be allowed to edit the value of the Currency field.