Enable Cash Billing

Administrators can configure cash billing to meet your association's needs.

1. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.

2. Click Configure next to "Nimble AMS".

3. Under Bulk Billing Settings, click New and enter the needed information:

   1. To set up cash billing for memberships:

      Field	Value
      Billing Type	Membership
      Billing History Record Type	Membership
      Bulk Billing Class	NU.MembershipBulkBilling
      Billing Display Class	NU.MembershipBillingDisplay
      Lookup Field	NU__MembershipType__c
      Batch Size	[If left blank, 200 cash bills to processed per batch] We recommend lowering this amount if you encounter Salesforce limitations.

      
      

   2. To set up cash billing for programs:

      Field	Value
      Billing Type	Program
      Billing History Record Type	Program
      Bulk Billing Class	PROG.ProgramBulkBilling
      Billing Display Class	PROG.ProgramBillingDisplay
      Lookup Field	PROG__ProgramType__c
      Batch Size	[If left blank, 200 cash bills to processed per batch] We recommend lowering this amount if you encounter Salesforce limitations.

      
      

      
      

4. Click Save.