My Invoice Page

This page is part of the New Community Hub Checkout and Invoice Experience seen on orgs where Nimble AMS was installed after the Nimble AMS Summer '17 release. This page replaces the Invoice Page.

The My Invoice page displays an outstanding order and users can pay the invoice. The page also displays all standard Nimble AMS products and can be customized to show custom products so users can pay off any invoice.

Viewing Invoices

Constituents can view different types of invoices based on their relationship to a company.

• Individual Invoices—Constituents, whether affiliated to a company or not, can review and pay for a personal outstanding balance.
• Company Invoices—Constituents who are primarily affiliated with a company, and are company managers, can review and pay for a personal or company outstanding balance.

Reviewing an Outstanding Order

Constituents can review all products within an outstanding order and see the prices for each.

If an outstanding order contains a membership renewal and has auto-renew enabled, Constituents can select the Change to Not Renew from the Auto-Renewing drop-down for one time membership or select the Configure Auto-Renew Frequency to renew the membership at predefined frequency. They can then select the payment Method to pay for the auto-renewable membership.

If an outstanding order contains a product that has recurring enabled, Constituents can select the Recur checkbox to purchase the product at predefined frequency. They can then select the payment Method to pay for the recurring product.

Adding Donations with a Membership Renewal

If an outstanding order contains a membership renewal, and staff have configured the membership type with donation options, an additional card displays so constituents have the opportunity to make a donation. Constituents can pick to what fund(s) and what amount they wish to give.

Constituents can choose to pay a donation one time by selecting One Time Donation or configure to pay a donation multiple times at defined intervals by selecting Configure Donation Frequency. They can then select the Recurring Frequency and Payment Method to pay a donation.

Updating Order Information with Bill Me

Alternatively, Trusted individuals can select Pay Later - Bill Me on the the Payment Options card to update the purchase order number, the description on the invoice, as well as any other information you are collecting and submit the updates to the invoice.

As of Nimble AMS Winter '20 release, if your Org is enabled with Internationalization feature, and currencies are added for the logged in Community Hub user, they can select their preferred currency from a drop down on top right. On doing this, apart from price displayed in base currency, the approximate price will also be visible in preferred currency of the user in parenthesis. 

Viewing Prices in Preferred Currency

As of Nimble AMS Winter '20 release, if your Org is enabled with Internationalization feature, and currencies are added for the logged in Community Hub user, they can select their preferred currency from a drop down on top right. On doing this, apart from price displayed in base currency, the approximate price will also be visible in preferred currency of the user in parenthesis. 

Also, if the user's preferred currency is different from association's base currency or corporate currency, they will be shown a message informing that the final payment will be completed in association's base currency.

Submission

• If you are paying for an order with Pay Now - Saved Payment, click Submit, to submit the cart and create transactions. A number of checks are done to ensure the cart is complete and will not interfere with any other orders.

• If you are paying for an order with Pay Now - New Credit Card, click Proceed to Payment, to enter the credit card details and submit the cart and create transactions. A number of checks are done to ensure the cart is complete and will not interfere with any other orders.

  • When Stored Payments Methods is enabled users can save the payment details entered during checkout to use in future, without navigating away from the checkout page. They can do this by selecting the Save for Future Use checkbox on the card details section.  

Cards on the Page