Syncing ACH/Bank Draft Payments from Blackbaud into Financial Edge

Modified on Wed, Jul 16 at 4:23 PM

Overview
At this time, the Blackbaud API has limitations related to payment types that affect how ACH or bank draft payments are handled when syncing data to Financial Edge.


Key Information

  • ACH and bank draft payments do not sync as "paid" via the Blackbaud API.

  • Invoices generated by these payments will still sync into Financial Edge as usual.

  • However, the payment status will not be updated automatically.

  • As a result, you will need to manually mark these invoices as paid within Financial Edge NXT.


Recommended Action

  1. Locate the synced invoice in Financial Edge.

  2. Manually apply the payment to reflect the correct paid status.

  3. Optionally, include a note or reference to the ACH/bank draft confirmation from Blackbaud.

Additional Notes

  • This only applies to ACH/bank draft payments. Payments made via credit card or other supported methods will sync normally.

  • We are monitoring Blackbaud API updates and will enhance the integration if this functionality becomes available in the future.

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