My Orders Page
This page description details the enhanced My Orders experience. If Nimble AMS was installed in your org prior to the Spring '19 release, we recommend you Enable the Enhanced My Orders Experience.
The My Orders page displays all of a constituent's orders, with or without outstanding balances. The page displays the
, Order Id
Bill To
,
, and Invoice Date
of each order.Balance
Individual Orders
All constituents can view their orders and pay those with outstanding balances by clicking:
- Pay Now to review and pay on the My Invoice Page.
- Schedule a Payment to schedule a payment or installment payments. Constituents are then taken to the My Scheduled Payments Page to view their scheduled payments.
When constituents schedule one or more payments for an order with an outstanding balance they can no longer edit that order. This means constituents cannot adjust the amount of any related donation. To adjust the donation amount, constituents must first cancel the scheduled payment(s) on the My Scheduled Payments Page.
Company Orders
Constituents who are company managers can view orders with outstanding balances for their companies. They can pay the outstanding balances by clicking:
- Pay Now to review and pay on the My Invoice Page.
- Schedule a Payment to schedule a payment or installment payments. Constituent are then taken to the My Scheduled Payments Page to view their scheduled payments.
Note
Please note that affiliation must be marked as Company Manager as well as Primary Affiliation.
Balances with an Existing Scheduled Payment
If an order with an outstanding balance has a scheduled payment(s), the Pay Now button doesn't display. Instead, constituents can click Edit a Scheduled Payment to edit the scheduled payment(s). When constituents update the scheduled payment(s), they're taken to the My Scheduled Payments Page to view their scheduled payments.