Create and Manage Blackbaud Merchant Services Accounts

This guide explains how to set up and manage Blackbaud Merchant Services accounts so your organization can accept payments and track transactions efficiently.

What is a merchant account?

A merchant account lets you accept payments and receive funds. You may need multiple merchant accounts if your organization:

• Accepts more than one currency

• Needs payments sent to separate bank accounts

• Displays different information on supporters' card and bank statements, such as a local affiliate's name or contact details

Create an account

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

2. Select Add account and choose Blackbaud Merchant Services.

3. Enter the required details, configure settings, and create login credentials.

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

4. Select Save when finished.

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.