Invoice Page


This page is part of the classic checkout and invoice experience seen on orgs where Nimble AMS was installed prior to the Nimble AMS Summer '17 release. This page is replaced by the My Invoice Page.

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.

Viewing Invoices

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

Alternatively, 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.

Page Information

Page/apex/invoice
Invoice
Controller NameInvoiceController
TemplateAccountTemplate
Heading LabelOutstandingInvoice
Description LabelReviewPayOutstandingInvoice

Cards on the Page

MembershipDetails
RegistrationDetails
SubscriptionDetails
ItemDetails
OptionalDonation
PaymentOptions
CartPaymentMethodSelection
ECheckDisclaimer
Payment
TotalDisplay