Introducing Payment Assistant™ for Blackbaud Financial Edge NXT®

Justin Ward

Payment Assistant automates and delivers vendor payments for you directly from Financial Edge NXT. With virtual card payments, accelerated ACH processing, and remote check printing, vendors are paid quickly and on time. By providing a faster, more cost-effective, and more secure way to pay invoices, you have more time to focus on your mission.



Included in your subscription cost of Financial Edge NXT, Payment Assistant is now in Limited Availability (LA). Are you interested in participating? Apply to join our LA group.Once you’re added to the Limited Availability group, you can access Payment Assistant from the Payables menu.





The first time you navigate to Payment Assistant, you’ll go to the Getting Started page. For more assistance, see the Onboarding help.





After you complete the onboarding steps, when you navigate to Payment Assistant, you’ll go directly to the Payment runs page. For more assistance, see the Payment runs help.





Let’s review some key features of Payment Assistant.



Group invoices into payment runs

We provide you with the ability to group invoices into payment runs, so they can be paid by Payment Assistant. New! When you create a payment run, we added the ability to use filters to help you find and select the invoices you are ready to pay.





Roles and permissions

Use roles and permissions to decide who can create payment runs and who can approve them (Coming soon! Tiered payment approvals). For more assistance, see the Roles and permissions help.





Track progress of payments

View the payment run record to track the progress of individual payments. For more assistance, see the Payment run record help.





Onboarding vendors to Payment Assistant

We onboard vendors to Payment Assistant for you. When you select to pay invoices, REPAY®, our trusted payments technology partner, contacts them to select their preferred payment method. After set up with Payment Assistant, all of the communication with vendors is automated for subsequent payments. Learn more about the vendor experience with Payment Assistant.



Get to know Payment Assistant in Financial Edge NXT

• Review the big picture with our Get Started with Payment Assistant tutorial.
• Look over our additional docs, including onboarding info and FAQs in the Payment Assistant help.
• Check out the Payment Assistant bbcon session (requires registration).

Tip! Learn how Seth Hurd, Financial Controller and Director of Information Systems at Berwick Academy (Berwick, ME), adopted Payment Assistant!



Up next

While in Limited Availability, we’re continuing to build out key features that matter to you. Keep an eye on the Financial Edge NXT What’s New and Financial Post for upcoming Payment Assistant announcements.

Linda Lindauer

Has anyone used AvidXchange for invoice approval, and then Payment Assistant for payment processing? If so, please provide your comments and if you recommend this.

Kendall Ostendorff

I would like to know about this too since we currently use Avid for approvals and payments.