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#Nimble ams over payment update

Create a Navigational Menu Item: If the navigational menu on the left does not have a navigational item for My Payment Methods, create one as given below.

Click Manage Recordsnext to Tag for the Community Hub installed package.

Click Edit next to StoredPaymentMethodsSUM17.

Click Manage Recordsnext to Tag for the Nimble AMS installed package.

From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.

In the Custom Fields & Relationships section, click Payment Type.From Setup, go to Object Manager, and select Create | Custom Objects.

#Nimble ams over payment update

Update a field on the External Payment Profile object:.Add the New Stored Payment Method button and remove the New button.

On the Stored Payment Methods, expand the Button list.Add the Stored Payment Methods related list.From Setup, go to Object Manager, and select Accounts| Page Layouts.Add the Stored Payment Methods related list and buttons on the Person Account Layout page layout:.Ensure you have Set Up a Payment Gateway.In the case of a stored payment, the bank account on the entity payment method of the selected stored payment is used for payments. Though you must enter a value in Bank Account, it is not used for entity payment methods where Payment Methodis Stored Payment. In Bank Account, enter the name of any bank account, click Nimble AMS, Staff View, Button, Lookup, and select the bank account. Entity is populated with the entity for which the entity payment method is created.In Payment Method, enter Stored Payment, click Nimble AMS, Staff View, Button, Lookup, and select the payment method.In the Entity Payment Methods related list, click New Entity Payment Method.Click the name of the entity you want to modify and then select Edit.Select a list view, like All Active Entities. Create a Stored Payments Entity Payment Method:.In Payment Method Name, enter Stored Payment.In New Payment Method, select the record type Stored Payments. In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.Please contact Nimble AMS Support to enable Custom Metadata Types in your org. This feature uses Custom Metadata types which must be enabled in your org before you can use it.