This article is part of the R365 Payments training. If you are new to R365 Payments, please review Getting started with R365 Payments before making any changes. Click here for more information about the R365 Payments Service and how it can serve your organization.



This article outlines the steps necessary to add a legal entity to the R365 Payments Service after completing the initial setup.


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.


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