Payment Assistant Onboarding

Welcome to Payment Assistant! Payment Assistant automates and delivers vendor payments for you directly from Financial Edge NXT. With virtual card payments, accelerated ACH processing, and remote check printing, vendors are paid quickly and on time. By providing a faster, more cost-effective, and more secure way to pay invoices, you have more time to focus on your mission.

We're pleased that you're ready to onboard with this helpful, new service that's included in your subscription cost of Financial Edge NXT. Payment Assistant is a combination of Blackbaud technology in Financial Edge NXT and our trusted payments technology partner REPAY's payment capabilities.

Note: Payment Assistant™ is currently in Limited Availability (LA). Are you interested in participating? Apply to join our LA group. During this time, we'll review and implement participant feedback to prepare for general availability.

Onboarding Preparation

To use Payment Assistant, you need to authorize Payment Assistant to collect funds from your bank account to pay vendors on your behalf.

The basic steps to get started include:

  • Complete the Payment Service agreement.

  • To verify the account to withdraw funds from, attach a copy of a voided check, bank statement, or account verification on a bank letterhead.

  • Complete the Docusign sent by email to the authorized signer.

Before signing up for Payment Assistant, we recommend you discuss the workflow with your auditor or other key financial people at your organization. We currently provide a single-tier approval process that is permission controlled within Financial Edge NXT. We have separate permissions for who can create payment runs and who can approve them. In the future, we're working to support a multi-tier approval process.

Also, when you sign up, you agree that every vendor in a payment run can be contacted by REPAY to set up their preferred payment method to use with Payment Assistant. This is a required step regardless of any previous settings they may have set up with your organization. For more information, see Payment Assistant for Vendors.

Will my payment process change?

We are saving you time and effort by writing checks to vendors for you, so some processes may require adjustments. For example, if you require validation on who signs the checks to vendors, you may want to make that person who validates a payment run an approver.

Offline processes can still be used for more visibility, like having multiple signers on a pre-payment report.