The Invoice page displays an outstanding order and users can pay the invoice. The page also displays all standard Nimble AMS products and can be customized to show custom products so users can pay off any invoice.
Constituents can view different types of invoices based on their relationship to a company.
- Individual Invoices—Constituents, whether affiliated to a company or not, can review and pay for a personal outstanding balance.
- Company Invoices—Constituents who are primarily affiliated with a company, and are company managers, can review and pay for a personal or company outstanding balance.
Reviewing an Outstanding Order
Constituents can review all products within an outstanding order and see the prices for each.
Adding Donations with a Membership Renewal
If an outstanding order contains a membership renewal, and staff have configured the membership type with donation options, an additional card displays so constituents have the opportunity to make a donation. Constituents can pick to what fund(s) and what amount they wish to give.
Paying an Invoice
Once constituents have reviewed the order, they can pay using the payment methods set up in your org.
Updating Order Information with Bill Me
Trusted individuals can select
Pay Later - Bill Me on the the Payment Options card to update the purchase order number, the description on the invoice, as well as any other information you are collecting and submit the updates to the invoice.
Cards on the Page