---
title: "Add or Remove a Vendor (Classic)"
slug: "r365-payments-add-or-remove-a-vendor"
description: "Enable or disable a vendor for R365 Payments by completing required fields on the vendor record in R365."
updated: 2026-08-17T18:01:16Z
published: 2026-08-18T04:30:00Z
canonical: "docs.restaurant365.com/r365-payments-add-or-remove-a-vendor"
---

> ## 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 Vendor (Classic)

> [!NOTE]
> This article describes the classic vendor form. Vendor records now open in the [Vendor form](/doc/docs/vendor-form), which reorganizes this information into dedicated sections.
> 
> ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FFH41R9D.png)
> 
> 
> 
> The classic view described here remains available from the Vendor form's quick actions menu using **Switch to classic view**.

Organizations with the [R365 Payment service](/doc/docs/r365-payments-service) may need to add or remove vendors for use with the service of R365. Organizations that are new to the R365 Payments service should review [Getting Started with R365 Payments](/doc/docs/getting-started-with-r365-payments) before making changes to vendors.

This article outlines the steps necessary to add or remove a [vendor](/doc/docs/vendor-form) from the R365 Payments Service *after* completing [initial setup](/doc/docs/getting-started-with-r365-payments).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DS0U05RL.png)

---

## Adding a Vendor to R365 Payments

Follow these steps to add a vendor to R365 Payments:

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

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

**To open an existing vendor:**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YC69DOB3.png)

**Create a new vendor:**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MD78Y4WG.png)

****2)** Ensure that the necessary fields are completed in each section of the form.**

The required fields are:

- **Vendor name** ([Basic information section](/doc/docs/vendor-form#basic-info))
- **Shipping address** ([Address section](/doc/docs/vendor-form#address))
- **Payment terms** ([Payment & accounting section](/doc/docs/vendor-form#payment-accounting))
- **Phone** and **Email** ([Contacts section](/doc/docs/vendor-form#contacts))

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

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-89YNNAF7.png)

> [!NOTE]
> If the payment method is set to **R365 Payments**, the Bank Account Number and Routing Number fields will **not** appear on this tab.

****4) Save** the Vendor record.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I3TIYTGR.png)

The vendor is ready to be paid with R365 Payments!

---

## Remittance Email

When an ACH or vCard payment is processed through R365 Payments, a remittance email is sent to the vendor with payment details, including invoice numbers and amounts.

> [!NOTE]
> The email is sent to the address on file with FIS.

---

## Remove a Vendor from R365 Payments

Follow these steps to remove a vendor from R365 Payments:

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

****1)** Navigate to the [**Vendors page**](/doc/docs/vendors-page) then locate the desired vendor record.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-25FA1KT1.png)

****2)** Double click the **vendor row** to open the record.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-23YAUPHE.png)

****3)** Click the **Vendor Additional Info** tab.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UJ2FL8MH.png)

****4)** Use the dropdown to change the **Payment Method** from R365 Payments to the desired payment method.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SO4Y9E7B.png)