Payment Setup
Administrators can set up payment options to customize the payment experience for constituents and staff. Administrators can enable and configure each payment method individually to meet the needs of your association.
Payment Gateways
Administrators can set up a payment gateway(s) to process your association's payments.
Stored Payment Methods
Administrators can enable stored payment methods and the eCheck stored payment method type in Community Hub and Staff View.
Bill Me
Administrators can set up Bill Me in Community Hub and Staff View.
ECheck
Using Stored Payment Methods, Administrators can set up the option to pay by echeck in Staff View.
Cash Prepayments
Administrators can set up prepayments and credit refunds in Community Hub and Staff View.
Credit Card Issuers
In Nimble AMS, credit card issuers are the credit card networks your association accepts for payment. Nimble AMS includes American Express®, Discover®, MasterCard®, and Visa® as preset credit card issuers.
Your administrator can set up additional credit card issuers if needed.
When you set up a credit card issuer, you provide the following information:
- The name. For example,
Discover. - A regular expression that defines the credit card's valid number format.
- The error message that displays if an invalid card number is entered.
- A link to an image resource for the logo of the credit card issuer.
- A regular expression that defines how to recognize the credit card.
To learn more about regular expressions, search regular expression in your favorite search engine.
For each entity your association has set up in Nimble AMS, you can set the specific credit card issuers that are available by setting up entity credit card issuers.
Payment Methods
Administrators can add payment methods to provide your staff with different ways to pay in the Staff View order process—cash, check and credit card are examples of payment methods. Administrators then create entity payment methods to define the payment methods that are available for a specific entity in the order process, along with the bank account that should be associated with that entity payment method. Learn more about Entity Payment Methods.
Payment Options
Administrators can enable or add payment options to provide your constituents with different ways to pay in Community Hub.
Credit Card
Constituents can use the credit card payment option in Community Hub to make payments using American Express®, Discover®, MasterCard®, or Visa®. Additionally, constituents can use debit cards that have the same logo as of one of your credit card issuers (such as MasterCard®, or Visa®) for payments and are processed like credit cards. Keep in mind that Nimble AMS does not support PIN-based debit card transactions.
Bill Me
Constituent can use the bill me payment option to purchase products in Community Hub without having to pay right away. Bill me can be set up to let constituents check out using a Pay Later - Bill Me option, where an account receivable is created for them to submit the payment at a later time. Bill me can be renamed in Community Hub, so you can call it Purchase Order, Deferred Payment, Pay Later, etc, and you can collect whatever information you desire, like a purchase order number; it's all up to how you set it up for your association.
Stored Payment
You can streamline your constituent's checkout experience by letting them pay with a stored payment method in Community Hub and in Staff View. Your constituents can view and quickly add, edit, or remove their stored payment methods in Community Hub as well as use the Pay Now - Saved Payment option at checkout to place an order without re-entering their payment information. If using BluePay or CardPointe as your payment gateway then you can use their respective Card Account Updater to keep stored payment method information up to date ensuring payments are coming in without hassle.
ECheck
Using Stored Payment Methods, Administrators can set up the option to pay by echeck in Staff View.
Express Payments
Administrators can enable express payments in Community Hub and Staff View.
Scheduled Payment
Constituents can use the Pay Later - Scheduled Payment payment option in Community Hub to scheduled future payments using a stored payment method.
In Community Hub
Constituents view payment options on a few different pages in Community Hub:
- On the My Checkout Page, constituents can check out using payment options.
- On the Donate Now Page, constituents can make a one-time donation using payment options.
- On the My Invoice Page, constituents can pay an outstanding invoice using payment options.