Save Payment Method at Checkout

Overview

Nimble AMS provides an option to store card details while making a payment on Checkout page. The constituents can save their payment details on the go, while making payments and do not need to navigate to any other page to do so. Payment details stored during the checkout process can be used for future payments. 

Prerequisites

  • Stored Payment Method (Supported payment methods are Credit Card, Hosted Checkout, and Bank Account) feature should be enabled.
  • To use Save Payment at Checkout your org must have the Dynamic Checkout experience enabled that was released in Summer '17 for associations. Nimble AMS only supports the Save Payment at Checkout feature on the newer My Checkout and My Invoice pages. 

Enablement Steps

Enablement steps for Save Payment at Checkout feature and configuration steps are listed below:

1. Page access to CH Login User Profile

Ensure that visualforce page access for NU.AddExternalPaymentProfile is given to the Community Hub Login User Profile. Please verify as it may be available by default.

If External Payment Profile is not on the Community Hub Login User Profile Object:

  1. Go to Setup - Users - Profile.
  2. Click on Community Hub Login User Profile.
  3. Click on Visualforce page access.
  4. Click Edit and then search for (NU.AddExternalPaymentProfile) in the “Available Visualforce Pages” list and select it.

2. Enable Save Payment at Checkout feature

To enable the Save Payment at Checkout feature, follow the below steps:

  1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
  2. Click Manage Records next to the Tag of Nimble Communities (see Fig 1.0).

  3. Click Edit next to the Save Payment at Checkout

  4. Select Is Active.
  5. Click Save.
  6. Click Manage Records next to the Tag of Nimble AMS (see Fig 1.1).
  7. Click Edit next to the Save Payment at Checkout

  8. Select Is Active.
  9. Click Save.

Community Hub Tag

Fig 1.0

Nimble AMS Tag

Fig 1.1

3. Enable feature for Entity Payment Method 

After enabling Save Payment Method at checkout you can decide which Entity Payment Method should utilize the feature. Credit Card, Credit Card (Hosted), and Bank Account (ACH) are the supported Entity Payment Methods to chose from. Follow these steps to utilize this feature for an Entity Payment Method:

  1. Add Can Save for future use checkbox on the page layout for the Entity Payment Method.
  2. Open Entity Payment Method that you want to allow using Save Payment Method at Checkout feature.
  3. Check the box, if you want this Entity Payment Method to use Save Payment Method at Checkout feature.
  4. Repeat steps 1 to 3 for all the Entity Payment Methods that you want to allow using Save Payment Method at Checkout feature.


Supported Payment Methods

Supported payment methods:

  • Credit Card
  • Credit Card (Hosted) - When using BluePay Hosted Payment Forms
  • Bank Account - For flexible payments only   - and the same for enabling eCheck.



Result

Following the steps above you have completed enablement and configuration of the Save Payment Method at Checkout feature. Here is what has been enabled:

  • We have added a Can Save for future use checkbox on the Entity Payment Method object so that staff administrators can allow the corresponding payment methods to be saved for future use.
  • We have added a Save Payment at Checkout toggle to Community Hub and Nimble AMS tag in custom metadata so that the administrator can enable this feature whenever required.