This article provides the steps on how to send a Quick Request on Relay. For more information about the Quick Request feature, click here!
Sending a Quick Request
Only team members with Administrator or Manager permissions, or advisors with Super Administrator permissions, can send Quick Requests on Relay. Only one individual contact can submit payment for a request. Multiple contacts cannot pay for one Quick Request link.
To send a Quick Request, follow the steps below:
On the web
Sign in to your Relay account on your desktop.
Navigate to the Invoices tab on the left-hand side of your screen, then click Quick Request.
Click Request a Payment.
Create a new contact to request your payment from, or select an existing contact (you can also select from existing contacts). New contacts will automatically be saved for future requests. Click Continue.
Enter an amount and select a due date for the payment.
Select which payment options you would like to accept. You can accept at this time payments via credit/debit cards*, ACH/Domestic Wire, or Pay by bank (ACH Debit). Please note, that all card payments will be charged a processing fee.
Add a note (such as a description of what the payment is for)
Click Review Request.
Review all the details and click on Create Request.
The confirmation page displayed will include the link to your newly-created Quick Request. You can:
Copy the request link directly and send it to your customer or
Click on their email and click on Send Quick Request and the link will be emailed to your customer.
On the mobile app
Sign in to the Relay mobile app.
Tap Request Money.
On the Contacts page:
Select an existing contact, or
Add a new contact.
If creating a new contact, enter:
Name
Email
Phone (optional)
Billing address (optional)
Choose one of the following:
Create Contact (saves them to your contact list), or
Send as a one-time request (does not save them).
Enter the amount.
Choose accepted payment options (for example: Card, ACH, Wire, Pay by bank) or charge a saved card (if available).
Add request details:
Due date
Notes (optional)
Attachments (optional)
Review, then choose:
Create payment link, or
Create and send request (sent by email, if available)
Canceling a Quick Request
On the web
Sign in to your Relay account on your desktop.
Navigate to the Invoices tab on the left-hand side of your screen, then locate the Quick Request in question under the transaction list.
Click the three vertical dots beside the payment link.
Click Cancel Request.
On the mobile app
Sign in to the Relay mobile app.
Tap Payments.
Tap Quick Requests.
Open the Quick Request you want to cancel.
Tap the three-dot menu (top right).
Tap Cancel Request or Mark as Paid.
*Card payments are not available in all countries. If any business owner of your business is a citizen or resident of a restricted country, your organization may not be eligible for card payment processing.
Please review the full list of restricted countries here: Countries Not Eligible for Card Payment Requests
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