Configuring Payment Methods

Configuring Payment Methods

Once NMI is connected, you need to set up which payment methods are available in your sales flow and POS.

Enabling Card Payments on Invoices

1. Go to Invoicing → Configuration → Payment Providers
2. Click on NMI
3. Under Configuration, make sure the payment methods you want are enabled:
   • Credit Card — Visa, Mastercard, Amex, Discover
4. Set the State to Enabled (after testing)
5. Save

Enabling Card Payments in POS

1. Go to Point of Sale → Configuration → Payment Methods
2. Click New to create a payment method, or edit an existing card method
3. Set the Payment Provider to NMI
4. Save
5. Go to your POS Configuration and add this payment method to the available methods

Testing the Connection

While in Test Mode:

1. Create a test sales order and try to register a payment via card
2. Use NMI's test card number:

   4111111111111111

   with any future expiration date and any CVV
3. Verify the payment shows as successful in both CloudFFL and your NMI console
4. Once confirmed, switch NMI from Test Mode to Enabled (Production)