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 REPAY’s trusted payment processing.

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.

Preparation

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

To get started:

  1. Fill out 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 & 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.

Before you Sign Up

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

  • 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.

Learn about the vendor experience with Payment Assistant.