Creating and Modifying Payment Records with
RBC Express

Before creating payment records you will need to create a payment group.

Payment records can be created using your own accounting software or using RBC Express.

Creating Payment Records Using RBC Express

Once you have created one or more Payment Groups, the next step is to create Payment Records to include in the Payment Group.

To create single Payment Records:

1. Find Payment Records on the left hand menu and select “Create”.
2. From the dropdown selection box, select the “Payment Group” to associate the records with.
3. Select the “Payment Type” and “Destination Country”.
4. Click on “Continue”.
5. Complete the required fields and click on “Continue”. Required fields are flagged with a red asterisk (*).
6. Verify the payment record details and click on “Confirm”.

You will receive verification that the payment group was successfully created and you will be returned to the initial screen to create a new payment record.

To create multiple Payment Records using Express Entry

1. Find “Payment Records” on the left hand menu and select “Express Entry”.
2. From the dropdown selection box, choose the “Payment Group” to associate the records with.
3. Select the “Payment Type”, “Destination Country” and “Currency”.
4. Click on “Continue”.
5. Complete the Customer Number, Customer Name, Banking Information and Amount fields for up to 10 records.
6. Verify the payment record details and click on “Save” and then on “Continue”.

You will receive verification of the number of payment records successfully created. If you forget to include mandatory information, the software will use the default information you entered when creating the Payment Group.