Relay makes it easy to manage your accounts payable process by allowing you to create and upload bills directly into your dashboard. Whether you’re uploading invoices manually or auto-forwarding them from your email, Relay helps you keep everything organized in one place.
Manually Uploading a Bill in Relay in your Account's Bills Section
To upload a bill from your desktop within your account's Bills Section:
Sign in to your Relay account.
Click on Payments and go to Bills
Click (+) Add Bill.
Upload the bill file (PDF, image, or document).
Relay will auto-extract key information:
Vendor name
Invoice number
Amount
Due date
Review or edit the extracted fields.
Optional:
Approval steps
Add accounting categorization
Line Item Categorization (available in Grow & Scale).
Click Save or Send for Approval.
Manually Uploading a Bill in Relay in your Account's Payments Section
You may also pay bills or invoices directly within the Payments section of your Relay account! Simply follow the below steps:
Sign in to your Relay account.
Go to the Payments tab and select Pay a bill. Under Have a bill handy?, upload the bill from your device. Relay supports PDF, JPG, JPEG, and PNG files.
Relay will automatically extract available information from the bill, including the payee, invoice number, amount, invoice date, due date, and line items.
Review the extracted information and make any necessary changes.
Expand Bill details to compare the bill information and line items with the attached bill preview.
Complete the payment details on the same screen, including:
The account you are paying from
The payment amount and currency, where applicable
The payment method
The payment date
An optional memo
Foreign Currency Bill Support
Relay supports foreign currency bills that are imported from your accounting integration (e.g., QuickBooks Online or Xero).
However, Relay does not currently support uploading foreign currency bills directly — all uploaded bills must be in USD. This capability is coming soon.
Once a foreign currency bill is imported into Relay:
You can edit the amounts on the bill.
You cannot change the currency. That must be done within your accounting software (QBO or Xero), and the change will sync back into Relay.
Emailing Bills into Relay
Every Relay account has a unique Bills Inbox email address. You or your payees can email bills directly to this address.
What happens:
Relay creates a draft bill in your dashboard
It auto-attaches the file
Relay extracts key details using built-in document recognition
You’ll be notified in the Bills tab when the new bill is ready to review
Learn more: Using the Bills Inbox for Relay
Supported File Types
PDF, JPG, PNG
Max size: 25MB per file
Multi-page PDFs are supported
Best Practices
Use clear filenames (e.g., Vendor_Invoice_1234.pdf)
Check extracted details for accuracy
Encourage vendors to send bills directly to your inbox
Assign Accounting categories and approvers right after uploading (Grow & Scale)
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