Onboarding with Payment Assistant

Welcome to Payment Assistant! Payment Assistant streamlines and automates vendor payments directly from Financial Edge NXT. With features like virtual card payments, accelerated ACH processing, and remote check printing, your vendors get paid quickly and reliably. By offering a faster, more cost-effective, and secure way to manage invoice payments, Payment Assistant frees up your time so you can focus more on your mission.

We’re excited to have you onboard with this powerful new service — already included in your Financial Edge NXT subscription. Payment Assistant integrates Blackbaud’s Financial Edge NXT technology with REPAY’s trusted payment processing 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 must authorize it to withdraw funds from your bank account to pay vendors on your behalf. The basic steps to get started include:

  • Complete the onboarding form.

  • Review and agree to the terms and conditions.

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

  • Review and agree to the Payment Service agreement.

Tip: To ensure funds can be withdrawn from your bank account when you are processing a payment run and prevent ACH returns, we recommend you provide your bank with REPAY’s ID 2820959731 to add to their allow list.

Before signing up for Payment Assistant, we recommend discussing the workflow with your auditor or other key financial stakeholders within your organization. Additionally, by signing up, you agree that REPAY may contact each vendor included in a payment run to set up their preferred payment method for use with Payment Assistant. This step is required for all vendors, regardless of any prior payment arrangements they may have had with your organization. For more information, see Vendor Experience with Payment Assistant.