Edit an Entity Payment Method

Administrators can change the bank account used for an entity payment method.

1. In the tab bar, click   App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs.

2. Click Entities.

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

4. Click Edit next to the entity you want to modify.

5. In the Entity Payment Methods related list, click Edit next to the entity payment method you want to edit.

6. Make the desired changes.

7. Click Save.