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Edit an Entity Payment Method

Administrators can change the bank account used for an 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—and click Go!

  4. Click Edit next to the entity you want to modify.
  5. In the Entity Payment Methods related list, click Edit next to the entity payment method you want to edit.
  6. Make the desired changes.
  7. 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.

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