Update your Checkout Experience

Warning: All credit and debit card transactions must use the new checkout by March 2025 to meet Payment Card Industry standards. Configure your active, new, and recurring card payment forms with checkout to meet PCI standards before March 2025.

The new checkout feature has end-to-end transaction management in Blackbaud Merchant Services, more payment methods such as Apple Pay and Google Pay, and an improved user experience.

Tip: See our Checkout FAQ.

If you need to create a Blackbaud Merchant Services account, see Get Started with Blackbaud Merchant Services.

Identify active donation forms

PCI v4 requirements that take effect March 2025 only apply to active forms. Focus on donation forms that will be published and accepting donations from March through June 2025.

Make a list or calendar of your campaigns, events, and communications from March through June. What forms do you need for those? Use the Donations by Form report to identify forms that apply to those priorities. Unpublish forms that are not a priority.

Select Fundraising and Donation Management.
Select Donation Reports, Donations by Form, and Go.
By default, the report returns all forms in the results list. You can change filters or proceed to the last section Configuration Summary. Name and submit the report.
Initially, the report status shows as Queued. Select Refresh Report List until the status changes to Completed.
Download the report for a .csv file that you can sort, filter, and search to identify forms needing attention.
Archive or unpublish any unnecessary forms.

Create a new merchant account in Luminate Online

Note: Only advanced site administrators with Merchant Account Self Provisioning permission have access to complete this step.

Use the following steps to link your Blackbaud Merchant Services account to your Luminate Online payment configurations.

Note: Existing Blackbaud Merchant Services merchant accounts were duplicated on your behalf to use the same name, but appended with "Checkout." These new gateways are the PCI-v4-compliant accounts that you'll select in the steps below. If you don't have these accounts, create them in Blackbaud Merchant Services and import them in Setup, Payment Capabilities, Payment Services, Import Blackbaud Payment Services.

Select Setup and Product Configuration.
Select Merchant Accounts and Create Account.
Name the account and select your "Checkout" gateway under Blackbaud Merchant Services Checkout Account, then Save. Do not select options in the Legacy options section.
Select Next.
Select Support recurring transactions if desired, and Finish.

Add checkout to your form

Select Fundraising and Donation Management.
Find a campaign in the list and select Copy.

Tip: We recommend that you create a copy of a campaign with its forms and apply updates to the copy. You can safely test the copied campaign and forms without losing your original settings.
For the copied campaign, select Edit, then on the left, select Choose Financial Options.
Select your new checkout merchant account, then Save.
Select Online Giving.
Select All Donation Forms, find a form in the list, and select Edit.
On the left, select Design Donor Screens.
Find the Donation Form, then select Edit.
For an existing form, under Select data elements to include in this form, select either Checkout modal or Checkout embedded, and Add. New forms automatically include the Checkout modal element, so you can go to the next step.
Use the Order arrows to move the checkout element above or below other data elements on the form.

Note: On multi-page forms, until the 24.5 release, place the Checkout Modal element on the same page as the Payment Type element to continue taking transactions on forms that are not fully configured for checkout.

Tip: Do not remove the existing Payment Type data element. When both data elements are present and the selected merchant account supports the new checkout, only the Checkout element is used. Having the Payment Type data element present allows you to roll back changes more easily if you decide you are not ready for the switch.
Select Save Order and Edit Selected.
Review the Accepted payment methods and, if desired, enter style options to match your organization's branding.

Checkout modal example

Checkout embedded example

Note: The 24.5 release adds support for cash and check offline payments.
To offer offline payments of cash or check on this form, select the Cash Payment or Check Payment options.
If a Captcha data element is on your form, remove it. The new checkout automatically includes this, and you must remove the previous version from your form.
Preview and Save your form.

Add the new merchant account to your campaign

Warning: Before changing the merchant account on your campaign, add a Checkout data element to all active forms in the campaign. All forms in a campaign are linked to the merchant account of the campaign.

Note: Do not remove the Payment Type data element to ensure you have a working payment element during this transition. The Payment Type and Checkout Modal or Checkout Embedded data elements can coexist. The Payment Type element will be removed in a future release, following the transition.

Go to Fundraising, Online Giving
In the Campaigns list, select Edit for the appropriate campaign.

Tip: If you created a copy of your campaign, select the copied campaign.
Select Choose Financial Options and select your new "Checkout" merchant accou]nt.
Save your change.

Set up Apple Pay

Tip: If you have a non-custom secure domain, secure[2, 3, or 8].convio.net, you do not need to complete these steps. Apple Pay automatically displays on compatible Apple devices from 24 to 48 hours after any first payment is processed on the form.

If you have a custom secure domain, complete the one-time verification process. You must complete this process even if you previously set up Apple Pay to work in legacy Blackbaud Checkout, as the verification file contents have changed.

Using FTP access, place the Apple Pay verification file (new checkout version) at the following path on your website: [DOMAIN]/.well-known/apple-developer-merchantid-domain-association.

Note: If this is your first time setting up Apple Pay, create the .well-known folder at the root level of your site. Folders that begin with a period (.) are hidden by default — if you don't see yours, check your FTP application's instructions for steps to view hidden folders.
From the Blackbaud Merchant Services Web Portal, under Settings, Payment Domains, add and verify your domain.
Repeat for each domain and subdomain where Apple Pay should appear.

Note: Apple Pay displays 24 to 48 hours after a form processes its first payment, so if this is a new form, complete a credit card payment through the form, then wait 24 to 48 hours to check your form from a compatible Apple device to confirm that Apple Pay appears during checkout.

For more information, see Payment Domains.

Update TeamRaiser fundraising options

In TeamRaiser, update the event to use a donation form that's part of a campaign that is enabled for checkout.

Go to Fundraising, TeamRaiser and Edit.
On the left, select Edit Fundraising Options.
Choose a donation form that is associated with a campaign using checkout.
Save your changes.

For more help, see Fundraising Options for TeamRaiser Events.