If you manage your vendor's bank account for ePayments in their vendor record, you can edit or remove the account as needed. You can't completely delete a vendor bank account for auditing purposes.

You must have manage vendor permissions to manage a vendor's bank information.

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If you're linked to your vendor's Bill.com account for ePayments, they manage their payment bank information in their side. Your vendor will need to login to their account and update their bank information themselves.

If your vendor can't login to edit their bank or you'd rather manage the bank info yourself, you can disconnect the network connection, and then enter the bank information manually in your side. Keep in mind, your vendor will no longer see any bills you create for them if you disconnect the network link.

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Jump to:

• Edit a US vendor bank account
• Edit an international vendor bank account
• Inactivate a vendor bank account
• What to do when your vendor contact changes
• Things to know

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Edit a US vendor bank account

1. Select Vendors in the navigation menu
2. Select the vendor name
3. Select More Actions
4. Select Edit Vendor
5. Select Edit bank in the Vendor Bank Info section
6. Enter the new bank account info
   • We strongly recommend verbally confirming the new bank information with your vendor, as Business Email Compromise (BEC) is a rising threat. We will also let your vendor know their bank information has been updated via email notification. Select Learn more about payment fraud for more detail on BEC
     
     
7. Select Save

The bank account immediately shows as verified and you can schedule payments. In 1-2 business days, we'll send a test deposit of $0.01 (a penny) to your vendor's bank account to confirm it can receive payments (we won't debit the penny back). If the test deposit isn't successful, we'll invalidate the bank account, notify you via email, and let you know if any payments fail.

You'll need to enter a new bank account for the vendor if you want to send ePayments, as well as void and reissue any failed payments. Until you add a new bank account, the payment method will default back to check.

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Edit an international vendor bank account

1. Select Vendors in the navigation menu
2. Select the vendor name
3. Select More Actions
4. Select Edit Vendor
5. Select Edit bank in the Vendor Bank Info section
6. Edit the bank account info
   • You can only edit the pay to/beneficiary or the vendor's payment currency. If you need to change any other bank account info, remove the existing bank and add new bank info
7. Select Save

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Inactivate a vendor bank account

1. Select Vendors in the navigation menu
2. Select the vendor name
3. Select More Actions
4. Select Edit Vendor
5. Select Remove bank in the Vendor Bank Info section
6. Select Remove bank account
7. Select Save

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What to do when your vendor contact changes

If your vendor contact changes on a connected vendor and you need to change their information, there are a couple options.

Option 1 - keep existing vendor account

If the past vendor contact can login:

1. Have the old contact login and add the new contact as an Admin user
2. Have the new contact login and delete the user profile for the old contact
3. The new contact can then add a new bank account if needed, and you can continue sending ePayments

This method is ideal as the new contact will have access to the historical invoice and payment information in the existing account.

Option 2 - disconnect from the old vendor account, invite the new vendor

If the old vendor contact isn't able to login and add the new contact as a user to the existing account:

1. Disconnect from the old vendor contact's account in the vendor record in your account
2. Update the vendor info in your account as needed (email, pay to, etc.)
3. Send a new invitation to the new vendor contact
4. The new contact will create their own account and add a bank to receive payment

With this method, the new vendor contact will only see payment and invoice information going forward, and cannot access historical info.

Please see the related articles at the bottom of this page to help with adding users, updating bank, disconnecting from a vendor, etc.

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Things to know

• When you change the bank account, we send notification to your vendor to let them know. They'll see the previous bank info, the new bank info, and can either confirm the change, or we direct them to contact you if there's any concerns or questions
• The instructions above apply to bank information you added to the vendor record manually
• If your vendor uses Bill.com to receive payments (either with a Basic Receivables account or an Advanced Receivables account) and is linked in the network, they'll need to update their bank account information themselves.