Published 9/11/25
Keeping your payment information current is essential to ensure uninterrupted service. If you need to update your bank account with InvoiceCloud, here’s what to expect and how to prepare.
To begin, reach out to our Customer Support Team. They will forward your request to the Boarding Team, who will guide you through the change process.
To verify and process your request, please submit one of the following:
- A voided check from the new bank account, or
- An official signed bank letter including:
- Tax ID
- Bank Account Number
- Routing Number
Important: The name on the voided check or bank letter must match your legal entity name as listed on your W-9.
If your organization uses more than one invoice type, you will be asked to confirm which invoice type(s) the new bank account should be applied to. This ensures all payment streams are updated accurately.
Please allow 3–5 weeks for the bank account change to be completed. Submitting the correct documentation at the start helps keep the process smooth and efficient.
Tip: Preparing your documentation in advance will minimize delays and make updating your banking details with InvoiceCloud straightforward.