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Help Topics Covered in This Section
Create a Recurring Payment
- Create and process the first occurrence of the recurring payment as you would normally.
- Once it has been completed, from the dashboard select Payments > View All Orders and click
on the Complete tab.
- Click on the Calendar icon next to the payment you would like to schedule as recurring.
- Enter the required details into the popup screen.
- Start Day: The day you want RBC PayEdge to recognize that the rule is in effect. You can input today’s date as the start day.
- End Day: The last day you want the order to recur. This sets the length of time you want the recurring payments to take place.
- Frequency: Select how often you want the order to recur (monthly, bi-weekly, weekly, daily) Note: If the day selected falls on a weekend or holiday, the order will be processed on the following business day.
- Select The Day: Based on the frequency selected, choose the day on which you want the first payment to go out. For example, if monthly, select the day of the month. If weekly, select the day of the week.
- Pre-approve the Order: Yes. Order will be created and sent to Scheduled status (if no further approvals are required for release) or Pending Approval status (if approval is required to release).
- Pre-approve the Order: No. Order will be created and sent to Draft status, meaning someone will still need to submit the order for processing (and approval).
Note: All dates are based on the system’s processing timeline, not when the payable needs to be completed. Please allow for sufficient processing and approval time to meet future payment deadlines based on payment type.
You will receive an email 1 day before order creation, reminding you that your recurring order is being generated.
Manage a Recurring Payment
Review a Recurring Payment
- From the Dashboard select Payments > View All Orders and select the Recurring tab.
- Check the box next to the recurring payment you want to view, and click Schedule Details to see the order details including the Next Order Processing Date.
- Once a recurring order has been created, there is no way to edit the details of the recurring order.
- If an adjustment is needed, the current recurring order must be deleted and a new one set up.
Cancel a Recurring Payment:
- From the dashboard, go to Payments > View All Orders and select the Recurring tab.
- Check the box next to the recurring payment you wish to delete and select the trashcan icon to Delete.
- Select Confirm & Delete on the pop-up window.
Future Dated Payments
To set up a future dated payment:
By default, the platform will look to process your payment immediately, however you can set the processing date for a time in the future.
- Create a Payment Order as you would normally.
- After confirming the funding details, you will be asked to Select the Processing Date.
- Using the calendar icon, select the future date you wish the payment to be processed.
- The payment will be routed for approval if required, and then you will find it on the list of Scheduled Orders (Payments > Outstanding Orders, Scheduled tab).
Note: the funds will not be pulled from your funding source until the selected Processing Date.
To edit, delete or change a future dated Payment:
To make changes to a scheduled payment that has already been approved, please call RBC PayEdge Support at 1-833-945-4292 to cancel it. The Support Team will move the Payment Order back to ‘Draft Status’, where you can either delete the order or edit the order and re-submit for approval.
Note that once a payment is in progress it cannot be cancelled.
