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    Add or Remove a Vendor
    • 21 Oct 2024
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    Add or Remove a Vendor

    • Updated on 21 Oct 2024
    • 1 Minute to read
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    Article summary

    This article is part of the R365 Payments training. Users that are new to R365 Payments should review Getting started with R365 Payments before making any changes. Learn more about the R365 Payments Service and how it can serve your organization.

    This article outlines the steps necessary to add or remove a vendor from the R365 Payments Service after completing initial setup.

    Adding a Vendor to R365 Payments

    1) Open or create the Vendor record for the new R365 Payments vendor.

    2) Ensure that the necessary fields are completed on the General tab of the Vendor record.

    This includes the following:

    • Name

    • Payment Term

    • Address (including all relevant fields)

    Click here for definitions of all fields on the Vendor record.

    Vendors who are paid by Check using R365 Payments must contain 5-digit zip codes. Address fields must not contain any special characters.

    Example: ( . , : ; # @ - * )

    3) On the Additional Info tab, set the Payment Method to R365 Payments.

    If Payments V2 is enabled, and the provider is FIS, and the payment method is set to R365 Payments, the Bank Account Number and Routing Number fields will not appear on this tab.

    4) If the vendor is paid by ACH, ensure that the following fields are completed on the Additional Info tab:

    • Bank Account Type

    • Bank Account Number

    • Routing Number

    • ACH Remittance Email

    5) Save the Vendor record.

    The vendor is ready to be paid with R365 Payments!

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