Creating a Payment Group Using RBC Express


To create a Payment Group using RBC Express:

  1. Select “Payment Groups” from the left hand menu.
  2. Click “Create” to display the new Payment Group setup screen.
  3. Complete the necessary fields and click “Continue”.
  4. Choose the appropriate selections from the dropdown boxes.
  5. If user access to this Payment Group is to be restricted, select the “Restricted” radio button and click “Select”. This will display a list of available users. Choose those users who will have access to the Payment Group and select “OK” to return to the setup screen.
  6. Click “Continue”.
  7. Verify the payment group details and click “Confirm”.