How do I update receiving details in my customer's vendor records?

Confirm the new instructions first, then notify the customer's accounts-payable team before their next payment. Use your established business email and make the effective date clear.

1. Share the full new beneficiary and bank details, payment currency and reference instructions.
2. Ask the payer to verify the change through a contact method they already trust.
3. Ask for written confirmation that their vendor record has been updated.
4. Replace old instructions on unpaid invoices and future invoice templates.
5. Check the first payment made using the new details.

Do not assume an emailed invoice updates a customer's bank records. If a payment is already in progress, obtain its receipt and check where it was sent before requesting any new transfer.