Disconnect a customer connection

If you disconnect a customer, you will no longer be able to send eInvoices or notes to the customer within J.P. Morgan Digital Banking Cashflow360, and their Payment Network ID (PNI) will be removed from the customer record.

Disconnect a customer connection

Select Customers in the navigation menu
Select the customer name to disconnect
Select More actions
Select Disconnect
Select Disconnect on the confirmation pop up

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

QuickBooks Desktop View all

QuickBooks Online View all

NetSuite/Intacct/Xero View all

Microsoft Dynamics 365 Business Central View all

FAQ

What a customer sees when charged for a payment Charging a customer Vendor not connected yet Updating a vendor's bank information Managing Vendor payment methods Setting up and using the Network Payment timing - Payables Applying vendor credits Check payments Processing Items from the Inbox

Can’t find your answer?

Live support available Monday - Friday, 5am-6pm PT

Message Center

Email Support

Quick navigation

Getting started
Syncing
Advanced features