Create and Manage Blackbaud Integrated Payments Accounts

To process payments, your organization sets up two connected accounts. Learn how to set up and manage these accounts so your organization can accept payments and track transactions efficiently.

Blackbaud Payment Service

This account securely stores sensitive payment data in a PCI‑compliant vault. It replaces credit card and bank account numbers with reference tokens used by your Blackbaud solutions.

You only need one Blackbaud Payment Service account, which you create during initial setup.

Blackbaud Merchant Services

This account acts as your payment gateway, processor, and merchant account. To accept payments and receive funds, you must have at least one merchant account.

Create multiple accounts if your organization needs to:

  • Accept multiple currencies

  • Send payments to different bank accounts

  • Display different information on supporters’ credit card or bank statements, such as a local affiliate’s name or contact information

Create a Blackbaud Merchant Services Account

Tip: For a detailed list of requirements based on currency and location, see Merchant Account Requirements.

  1. From the Admin section of Blackbaud's website, select Settings, Merchant accounts.

  2. Select Add account and choose Blackbaud Merchant Services.

    Note: The first time you set up payment accounts, you also create a Blackbaud Payment Service account. For more information, see Get Started with Blackbaud Integrated Payments.

  3. Under Step 1: Organization and signatory information, choose an account currency, then enter details about your organization and the person authorized to sign legal documents. Major credit card companies require Blackbaud to collect this information.

  4. Under Step 2: Direct deposit authorization, enter details for the bank account you use to receive disbursements from Blackbaud, then review and accept the Direct Debit Authorization.

  5. Under Step 3: Account name and statement descriptor, enter:

    • Account name — Appears internally in places such as lists and reports

    • Statement descriptor — Appears on payers’ credit card and bank statements to identify your organization

  6. Under Step 4: Blackbaud Merchant Services account, create a username and password for your merchant account. Some Blackbaud solutions require you to enter these to connect your accounts.

  7. To save your changes and return later, select Save and close. Otherwise, select Finish.

After you create a merchant account, add at least one account configuration to accept payments.

Note: New accounts can process payments immediately, but Blackbaud holds deposits until verification is complete. Verification takes up to two business days after you submit your information.

Manage an Existing Account

Use the Blackbaud Merchant Services Web Portal to view and manage merchant account activity. From the portal, you can:

  • Create lists and run reports for reconciliation and financial audits

  • Add, view, and manage transactions

  • Order payment terminal devices and accessories

  • Add users and assign preset roles for access

  • Update account information

  • Subscribe to email notifications

  • Manage multiple merchant accounts under one login

For more information, visit Blackbaud Merchant Services Web Portal Help.