Onboarding with Payment Assistant

Welcome to Payment Assistant — your streamlined solution for vendor payments directly within Financial Edge NXT®. With virtual card payments, accelerated ACH processing, and remote check printing, Payment Assistant helps you pay vendors quickly, securely, and reliably. By automating invoice payments, it frees up your time so you can focus more on your mission.

Payment Assistant is included in your Financial Edge NXT subscription and integrates Blackbaud’s technology with trusted payment processing from REPAY or BILL. The onboarding steps depend on which payment provider your organization uses.

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.

Before You Sign Up for Payment Assistant

  • Talk to your auditor or financial stakeholders. Review how Payment Assistant fits into your organization's payment workflows.

  • With REPAY, vendor setup is required. By signing up, you agree that REPAY – Blackbaud's trusted payment partner – may contact each vendor in your payment run to confirm their preferred payment method. This applies to all vendors, regardless of prior arrangements.

  • With BILL, set up your vendors early. You can pay every vendor as soon as it exists in Financial Edge NXT, but setting vendors up before your first payment run helps BILL finish matching and bank verification sooner. Inviting vendors to the BILL Network is optional.

Learn about the vendor experience with Payment Assistant and vendor enrollment.

Complete Onboarding with REPAY

To use Payment Assistant with REPAY, complete the onboarding steps and Know Your Client (KYC) verification. After you submit the onboarding documents, you go live in 3-5 business days unless more documentation is required.

To get started:

  1. Complete the onboarding application.

  2. Verify your bank account. Submit a voided check, a recent bank statement, or a bank letterhead that includes your account details.

  3. Review and accept the Terms and conditions and Payment Services agreement.

  4. Notify your bank. To prevent ACH returns, provide REPAY’s ID 2820959731 and ask your bank to add it to their allow list.

Learn what information you need to complete the onboarding documents.

Complete Onboarding with BILL

Note: Don’t see this yet? The ability to use BILL with Payment Assistant is currently in an Early Adopter Program (EAP) for some of our customers. Look for full support and general availability in a future release.

Note: If your organization currently processes Payment Assistant payments through REPAY, switch from REPAY to BILL before you begin.

To use Payment Assistant with BILL, complete the onboarding steps on the Getting Started page, including BILL’s Know Your Client (KYC) review.

To get started:

  1. Enter your primary contact information and accept the Payment Assistant terms and conditions.

  2. Enroll with BILL. Complete your organization’s enrollment through BILL’s hosted enrollment experience, including BILL’s KYC review.

  3. Verify and link the bank accounts BILL has on file to your corresponding Financial Edge NXT bank accounts.

  4. Verify that your organization has a Blackbaud billing account on file.

  5. Review your EFT sharing settings.

  6. Assign permissions to the users who approve payment runs.

  7. Set up approval tiers.

  8. Review the approver notification settings.

  9. Enroll vendors with BILL. This step is optional but recommended.

  10. Select Start processing payments with Payment Assistant.

Learn more about what to expect during BILL enrollment.