Set Up Credit Refunds

Administrators can enable credit refunds in your org.

1. Create a new bank account named Credit Refund:

   1. In the tab bar, click 

      

      App Launcher, or in Salesforce Classic, click 

      

      Nimble AMS, Staff View, Button, All Tabs.

   2. Click Bank Account.

   3. Click New. 

   4. In Bank Account Name, enter Credit Refund. 

   5. In Bank GL Account, enter your prepayment payables GL account.

   6. In Entity, enter the name of the entity that that will be accepting credit refunds. This must be your Default Entity.

   7. Click Save.

2. Create a new payment method named Credit Refund:

   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. In Record Type of new record, select Credit. 

   4. Click Continue.

   5. In Name, enter Credit Refund. 

   6. Select Is Payment.

   7. Click Save.

3. Create a new entity payment method using the new bank account and the new payment method you created: 

   1. In the tab bar, click 

      

      App Launcher, or in Salesforce Classic, click 

      

      Nimble AMS, Staff View, Button, All Tabs.

   2. Click on Entities.
   3. Select a list view—like All Active Entities—and click Go!

   4. Click on the entity that is accepting credit refunds. This must be your Default Entity.

   5. Under the Entity Payment Methods related list, click New Entity Payment Method. 

   6. In Payment Method, enter Credit Refund.

   7. In Bank Account, enter Credit Refund.

   8. Click Save.