Sending an Invoice as a Quick Request

With Relay, you can send an invoice and request payment at the same time—making it easy for your client to view the invoice and pay directly from a secure link. This article explains how to send an invoice with a Quick Request attached and what happens next.

When to send an invoice with a Quick Request

Use this feature when:

• You want to send a detailed, branded invoice

• You’re ready to collect payment from your client

• You want to offer multiple ways to pay (e.g. card, ACH, wire)

If you only need to create and send a payment link without an invoice, use Quick Requests instead.

How to send an invoice with a payment link

1. Navigate to Invoices > Create an Invoice. 

2. Select Create (or drag and drop an invoice to pre-populate an invoice draft):

3. Fill out:

   • Invoice ID

   • Select Customer

   • Issue Date

   • Payment Due Date

   • Line items

   • Taxes, discounts

   • Payment methods

   • Attachments (optional)

   • Reminder settings

   • Memo (optional)

4. Click “Send invoice”. Relay will:

   • Email the invoice to your contact

   • Include a secure payment link with the payment methods you selected

5. Client pays directly from the link. Your client does not need a Relay account to pay. They can choose from:

   • Credit or debit card

   • Pay by bank (ACH debit via Plaid)

   • ACH or wire transfer

What your client sees

• A branded invoice showing line items, total amount, and due date

• Any memo or file attachments you included

• A “Pay Invoice” button that opens a secure payment flow

Once they submit payment, the invoice status will update in Relay:

• Processing: Payment submitted

• Paid: Payment settled into your selected account

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