---
title: "Add or Remove a Bank Account"
slug: "r365-payments-add-or-remove-a-bank-account"
description: "Add a bank account for R365 Payments by creating the record, entering routing details, and completing verification."
updated: 2025-06-23T16:13:25Z
published: 2025-06-23T16:13:25Z
canonical: "docs.restaurant365.com/r365-payments-add-or-remove-a-bank-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add or Remove a Bank Account

After completing [initial setup](/doc/docs/getting-started-with-r365-payments), additional [bank accounts](/doc/docs/bank-account-record) can be added for use with the [R365 Payments Service](/doc/docs/r365-payments-service).

> [!TIP]
> **R365 Best Practice**
> 
> Review [Getting started with R365 Payments](/doc/docs/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](/doc/docs/self-service-onboarding-and-verification).

---

## Add a Bank Account to R365 Payments

*Click steps to expand for additional information and images.*

****1)** Open or create the [**bank account**](/doc/docs/bank-account-record) for the new R365 Payments bank account.**

To open an existing bank account record, navigate to the Bank Accounts page then double click the desired bank account row.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KHJUFHZ5.png)

To open a new bank account record, click **create** then select **Bank Account**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R6OCTJAL.png)

****2)** In the **general** tab, enter all required fields. (*Required fields are indicated with a red asterisk.)***

The required fields are:

- Account Name
- Account Number
- GL Type
- Legal Entity
- Account Type

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ULEWSQUL.png)

****3)** In the **details** section, enter the **bank**, **bank account number**, and **routing number**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-15QZYEWG.png)

****4)** In the configuration section, enter the **Bank Name (on check)**.**

The entered name will be displayed on printed checks.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CX2EK3NC.png)

****5) Save** the bank account.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HDMD171S.png)

****6)** Contact [R365 Support](https://help.restaurant365.net/en/support/tickets/new) to activate the new bank account for use with R365 Payments.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K1PX4IWN.png)

> [!TIP]
> **R365 Tip**
> 
> Once the bank account is verified, the Status shown in the R365 Payments section of the Bank Account record updates to Enabled and the bank account status is updated to verified on the [Legal Entities & Bank Verification](/doc/docs/system-preferences-legal-entities-and-bank-verification) tab.

---

## Removing a bank account from R365 Payments

****1)** Open the [**Bank Account record**](/doc/docs/bank-account-record) for the account to be excluded from use with R365 Payments.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7L7X04NB.png)

****2)** In the [**R365 Payments tab**](https://docs.restaurant365.com/docs/bank-account-record#r365-payments-tab)**,** select the **exclude from R365 payments** checkbox.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NYLU5OZE.png)

****3) Save** the bank account.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UGOLAQ01.png)

## Related

- [System Preferences: Legal Entities & Bank Verification](/system-preferences-legal-entities-and-bank-verification.md)