One Payment for Paying Multiple Orders
The One Payment feature in Nimble AMS provides a streamlined way to apply a single payment across multiple orders thereby enhancing efficiency for both Association Staff and Members.
Initially designed to support Processed Orders (Order with Accounts Receivables), One Payment has long allowed staff users and members (via Community Hub) to pay for multiple orders in one transaction. Building on that foundation, we’ve enhanced the One Payment feature to support Pro Forma (Quotation) Orders as well. This expanded capability is now also available in the new Member Portal, providing a consistent and efficient payment flow for all users.
Due to a known issue with Deferred functionality, only 30–40 Pro Forma Orders can be processed at a time. This limitation will be resolved in the Summer '25 Maintenance Release.
Association Staff View
Association staff often receive a single payment that must be applied to multiple orders, for example, a company submitting one payment to cover membership renewals or event registrations for multiple employees. The One Payment in Staff View allows staff to easily apply a single payment to all relevant orders using a step-by-step One Payment Wizard.
From the Account page, staff can click the Complete Payment button to access a unified view of all orders with outstanding balances. If the account has a mix of both Pro Forma and Processed Orders, a dropdown filter will appear at the top of the interface, allowing the staff user to filter by order type before selecting and paying in bulk. If only one order type is present, the filter remains hidden for a cleaner, more focused experience.
In addition, staff users can manage payments after processing by using the Manage Payment component to refund or void transactions as needed.
Benefits
Reduces Time and Effort: Staff can now apply a single payment across multiple Processed and Pro Forma orders through one central interface, significantly reducing the manual effort involved in handling individual payments.
Simplifies Accounting: One Payment in Staff View streamlines bulk payment processing, making month-end reconciliation and financial reporting faster and more accurate.
Quick refunds: Payments can be voided or refunded with a single click.
Adaptable to Order Types: When staff users are managing a mix of unpaid order types, a built-in filter helps them easily target the correct set of orders without additional steps or confusion.
Limitations:
One Payment does not allow paying orders from multiple entities together. However, for multiple entities, payment can be made multiple times (once for each entity) using One Payment Wizard.
One Payment only supports the payment methods: Credit Card, Check, Stored Payment (Credit Card, and ACH) and Cash payment. Hosted Payment Checkout is not supported.
One Payment does not support partial refunds.
One Payment supports paying for maximum 200 orders at a time. However, the user can repeat the payment process and pay for next 200 orders next.
Member Portal
Members and Company Managers can also take advantage of One Payment through the new Member Portal, where they can easily view and pay off multiple outstanding orders in one transaction. This includes the ability to pay for both Processed Orders and Pro Forma Orders.
When users have unpaid orders of both types, the Member Portal displays a dropdown filter so they can choose which order type to view and pay. This ensures clarity in the payment process while keeping the interface streamlined. If a user only has one type of order with an outstanding balance, the filter does not appear.
Instead of completing separate payment steps for each order, such as a membership renewal, merchandise purchase, or certification fee, users can now select and pay multiple orders in one simple flow. This convenience saves time for members and reduces follow-up work for staff.
Benefits
Streamlined Member Experience: Individual users and Company Managers can now apply a single payment to multiple unpaid orders, whether Processed or Pro Forma, directly from the new Member Portal. This simplifies the payment process and reduces the need for multiple transactions.
Faster Payment Collection & Reduced AR Aging: By enabling bulk payment across both order types, members are more likely to pay off outstanding balances in fewer steps, helping associations reduce open or aging accounts receivable.
Accurate and Efficient Accounting: Payments are automatically distributed across selected orders and applied to the appropriate payment lines, supporting cleaner accounting and faster reconciliation.
Consistent Experience Across Order Types: The experience remains clear and easy for users, even when managing a mix of order types.
Limitations:
One Payment - Member Portal only supports Credit Card and Stored Payment methods (Credit Card, and ACH). Hosted Payment Checkout is not supported.
One Payment - Member Portal only supports 1 entity, the default for the Member Portal
One Payment does not support partial payments against an Order.