Add a Legal Entity
- 19 Jul 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Add a Legal Entity
- Updated on 19 Jul 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
This article outlines steps for adding a legal entity to the R365 Payments Service after completing the initial setup. Please review Getting started with R365 Payments before making any changes.
Before a user can add a new bank account or legal entity, the verification form must be completed. This form checks the validity of the business, legal entity, and the legal identity of the person completing the form. For more information about this process, see Self-Service Onboarding and Verification.
Contact your Sales Representative to inform them that you need to add a legal entity for use with R365 Payments.
If you do not have the contact information for your Sales Representative, R365 Support can provide that information.Your Sales Representative will assist with the underwriting process necessary for adding a new legal entity.
Your R365 Payments Specialist will complete the process by selecting the Active checkbox and entering the R365 Payments Buyer ID on the Legal Entity record.
The process is now complete, and the legal entity is ready to be used with R365 Payments.
If necessary, please contact R365 Support for assistance with removing a legal entity to ensure that no data is lost in the process.
Was this article helpful?