Skip to main content
Skip table of contents

Creating and Managing the Schedule Payments in the Staff View

Associations using a hybrid community hub can manage scheduled payments in the staff view. Staff users can plan both One-time and Installment payments for a Pro Forma and Processed order directly from the Order record.

Create a One-time Scheduled or Installment Payment

Staff users can conveniently schedule a payment for both Pro Forma and Processed orders directly from an Order record.

Schedule a One-time payment

  1. In the tab bar, click on the App launcher icon; in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.

  2. Search for Orders and click on it.

  3. Click on the Order ID you wish to schedule.

  4. Click Schedule Payment.

  5. The Scheduled Payments modal allows staff users to perform payment scheduling tasks.

Modal- Full Pay and Current Date.png

  1. To schedule a payment, fill in the required fields listed below:

    1. Pay: Click on the dropdown and select In Full.

      1. Selecting In Full option allows the user to make the entire payment in one transaction.

    2. Date: Enter the date on which the payment will be processed.

Past dates cannot be selected; only current or future dates are allowed.

c. Method: Click on the drop-down and select the stored payment method configured for the account.

d. If you have not added a payment method, you will have the Add Stored Payment Method option to enter your credit card, debit card, or bank account details when selecting the payment method.

How to Add a Stored Payment Method

Adding a Credit/Debit Card

  • Name on the Card: Enter the name associated with your credit or debit card.

  • Nickname (Optional): Enter a nickname for your credit or debit card. This field is optional.

Adding a nickname to a credit or debit card makes it easier to identify and organize multiple payment methods and helps in choosing the appropriate card. 

  • Card Number: Enter the unique number on the front of your credit or debit card. 

  • Month: Enter the expiration month of the card.

  • Year: Enter the expiration year of the card.

  • CSC: Enter the Card Security Code. The CSC is a three or four-digit security code that is typically located on the back of your credit or debit card. It can also be called CVV (Card Verification Value) or CVC (Card Verification Code).

Billing Address

  • Street: Enter the street or house number

  • City: Enter the city.

  • State: Enter the state or region.

  • Postal Code: Enter the postal or ZIP code.

  • Select Country: Enter the country associated with the billing address.

OR

Adding a Bank Account (ACH)

  • Name on the Bank Account: Enter the name associated with the bank account.

  • Nickname (Optional): Enter a nickname for your credit or debit card. This field is optional.

Adding a nickname to a credit or debit card makes it easier to identify and organize multiple payment methods and helps in choosing the appropriate card. 

  • Type of Bank Account: Users can choose from the dropdown list, which offers three options:

    • Checking: Select this option if you are providing the bank account detail that is a personal checking account.

    • Savings: Select this option if you are providing the bank account detail that is a personal savings account.

    • Business Checking: Select this option if you are providing the bank account detail that is a business checking account.

  • Routing Number: Enter the routing number for your bank account.

  • Account Number: Enter the Account Number associated with your bank account.

Billing Address

  • Street: Enter the street or house number

  • City: Enter the city.

  • State: Enter the state or region.

  • Postal Code: Enter the postal or ZIP code.

  • Select Country: Enter the country associated with the billing address

Click Save.

The Cancel button allows users to stop the current action or close the modal without saving any changes.

  1. Click Schedule.

Expected Result:

  • When a one-time payment is planned for the Current date and the user clicks the Schedule button, the system generates the payment Schedule and corresponding Schedule Line. The Schedule Line displays the Status as Processed, and the Order record shows a balance of $0. During the time order, the State remains as Processed.

  • When a one-time payment is planned for the Future date and the user clicks the Schedule button, the system generates the payment Schedule and corresponding Schedule Lines. The Schedule Line displays the Status as Pending, and the Order record shows a balance as the full payment amount until the scheduled date is reached. During the time order, the State remains as Processed.

  • If the order State is Pro Forma, and the One-time scheduled date matches the current date, the order State will update from Pro Forma to Processed. However, if the One-time scheduled date is set for the future, the order state will remain as Pro Forma until the scheduled date is reached.

Schedule an Installment payment

  1. In the tab bar, click on the App launcher icon; in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.

  2. Search for Orders and click on it.

  3. Click on the Order ID you wish to schedule.

  4. Click Schedule Payment.

  5. The Scheduled Payments modal allows staff users to perform payment scheduling tasks.

Installment Pay.png

  1. To schedule a payment, fill in the required fields listed below:

    1. Pay: Click on the dropdown and select In Installment.

      1. Selecting the In Installments option enables the members to split the total amount into multiple payments over a period

    2. Repeats: When you select 'In Installments,' you will be prompted to choose the Repeats from the drop-down menu.
      We offer bi-weekly, quarterly, and monthly plans; however, each association can customize their installment plan based on their preferences.

      1. Bi-weekly: Payments are made every two weeks from the selected start date.

      2. Monthly: Payments are made once a month on the selected date.

      3. Quarterly: Payments are made every three months from the selected start date.

    3. Date: Enter the date on which the payment will be processed.

Past dates cannot be selected; only current or future dates are allowed.

d. Occurs: Click on the drop-down and select Until an End Date or A Number of Times.

i. Until an End Date focuses on ending the payment schedule by a specific date.

ii. A Number of Times focuses on ending the payment schedule after a specific number of payments.

e. Method: Click on the drop-down and select the stored payment method configured for the account.

f. If you have not added a payment method, you will have the Add Stored Payment Method option to enter your credit card, debit card, or bank account details when selecting the payment method.

How to Add a Stored Payment Method

Adding a Credit/Debit Card

  • Name on the Card: Enter the name associated with your credit or debit card.

  • Nickname (Optional): Enter a nickname for your credit or debit card. This field is optional.

Adding a nickname to a credit or debit card makes it easier to identify and organize multiple payment methods and helps in choosing the appropriate card. 

  • Card Number: Enter the unique number on the front of your credit or debit card. 

  • Month: Enter the expiration month of the card.

  • Year: Enter the expiration year of the card.

  • CSC: Enter the Card Security Code. The CSC is a three or four-digit security code that is typically located on the back of your credit or debit card. It can also be called CVV (Card Verification Value) or CVC (Card Verification Code).

Billing Address

  • Street: Enter the street or house number

  • City: Enter the city.

  • State: Enter the state or region.

  • Postal Code: Enter the postal or ZIP code.

  • Select Country: Enter the country associated with the billing address.

OR

Adding a Bank Account (ACH)

  • Name on the Bank Account: Enter the name associated with the bank account.

  • Nickname (Optional): Enter a nickname for your credit or debit card. This field is optional.

Adding a nickname to a credit or debit card makes it easier to identify and organize multiple payment methods and helps in choosing the appropriate card. 

  • Type of Bank Account: Users can choose from the dropdown list, which offers three options:

    • Checking: Select this option if you are providing the bank account detail that is a personal checking account.

    • Savings: Select this option if you are providing the bank account detail that is a personal savings account.

    • Business Checking: Select this option if you are providing the bank account detail that is a business checking account.

  • Routing Number: Enter the routing number for your bank account.

  • Account Number: Enter the Account Number associated with your bank account.

Billing Address

  • Street: Enter the street or house number

  • City: Enter the city.

  • State: Enter the state or region.

  • Postal Code: Enter the postal or ZIP code.

  • Select Country: Enter the country associated with the billing address

Click Save.

The Cancel button allows users to stop the current action or close the modal without saving any changes.

  1. Click Schedule.

Expected Result:

  • When an Installment payment is planned for the Current date and the user clicks the Schedule button, the system generates the payment Schedule and multiple Schedule Lines based on the Installment plan. The initial Schedule Line indicates a Status as Processed, while the remaining Scheduled Lines are marked as Pending. Additionally, the Order record reflects the outstanding balance, which corresponds to the unpaid amount following the initial payment.

  • When an Installment payment is planned for the Current date and the user clicks the Schedule button, the system generates the payment Schedule and multiple Schedule Lines based on the Installment plan. All Schedule Lines display the Status as Pending, and the Order record shows the balance as the full payment amount until the first payment is processed on the scheduled date.

  • If the order state is Pro Forma, and the Installment scheduled date matches the current date, the order State will update from Pro Forma to Processed. However, if the Installment scheduled date is set for a Future date, the order State remains as Pro forma until the first installment is paid, Once the final installment is paid, the order State updates to Processed.

Managing Payment Schedules in Staff View

Staff users can Cancel payment schedules directly from the staff view when necessary. They can also review the details of schedule lines, make cancellations or edits as required, and conveniently complete payments.

How to Cancel a One-Time or Installment Schedule

Both one-time scheduled payments and installment payments utilize schedules, so the process for canceling them is the same.

To cancel a one-time or installment payment, follow the below steps:

  1. In the tab bar, click on the App launcher icon; in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.

  2. Search for Schedules and click on it.

  3. Click on the Schedule you wish to view.

  4. The schedule record page opens.

  5. Click Cancel.

Expected Result:

  • If the One-time scheduled payment is fully paid and the user clicks the Cancel button, the system will display a message indicating that the scheduled payment is not eligible to be canceled.

  • When an Installment payment schedule is set for a Current date and the user clicks the Cancel button, the system will cancel the pending Schedule Lines. As a result, the Scheduled record will display the Stage as Finished.

  • When a One-time payment schedule is set for a Future date and the user clicks the Cancel button, the system will cancel both the Payment Schedule and the associated Schedule Line. Consequently, both the Scheduled and Schedule Lines will display the Stage as canceled.

  • When an Installment payment schedule is set for a Future date and the user clicks the Cancel button, the system will cancel both the Payment Schedule and the associated Schedule Lines. Consequently, both the Scheduled and Schedule Lines will display the Stage as canceled.

Edit, Cancel, and Pay Now: Options for One-Time or Installment Schedule Lines

Both one-time scheduled payments and installment payments use schedule lines, making the processes for editing, canceling, and processing these payments are same.

To Edit, Cancel, and Pay Now a one-time or installment payment, follow the below steps:

  1. In the tab bar, click on the App launcher icon; in Salesforce Classic, click +, Search Nimble AMS, Staff View, Button, and All Tabs.

  2. Search for Schedule Lines and click on it.

  3. Click on the Schedule Line you wish to view.

  4. The schedule Line record page opens.

  5. To proceed,

    1. Click Cancel,

    2. Alternatively, you can choose Edit,

    3. To complete your transaction, click Pay Now.

Expected Result:

  • When a staff user clicks the Cancel button, the system will cancel the corresponding Schedule Line and update the Status to canceled.

  • Click Pay Now will immediately process the full amount for the corresponding Schedule Line using your selected payment method.

  • Click Edit to update the date and payment method used to pay the scheduled payments related to the installment plan. On the Scheduled Payments Modal they also have the option to Add a Stored Payment Method by clicking on the link given for the same. 

Flexible Payments

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close