Once you've sent an invoice in Relay, you can easily track its progress and take action if needed. Each invoice includes a status that shows where it is in the payment process from creation to completion.
This article explains what each invoice status means and how to manage your invoices from the Relay dashboard.
Where to find invoice statuses
The Invoices dashboard includes a summary view that shows totals for outstanding and overdue invoices, so you can quickly see what’s pending.
Go to Invoices on the left side menu of your account
Use the invoice dashboard here to view key details:
Client name
Invoice number
Amount
Due date
Status
What each status means
Draft – Invoice is saved but not sent
Unpaid – Invoice has been sent; payment hasn’t been initiated
Scheduled – A future payment date is selected; funds not yet in motion
Processing – Payment has been submitted and is in transit
Paid – Payment completed and deposited into your Relay account
Overdue – Due date has passed and payment has not been received
Cancelled – Invoice or associated Quick Request was manually cancelled
Relay updates these statuses automatically based on client activity.
Managing invoices by status
Draft
Action: Edit or send when ready
Unpaid
Action: Resend invoice, copy payment link, or follow up with client
Scheduled
Action: Wait for payment; no follow-up needed unless past the scheduled date
Processing
Action: Monitor; Relay will update to Paid once funds settle
Paid
Action: No action needed; funds are in your selected account
Overdue
Action: Follow up or resend payment link; automated reminders may apply
Cancelled
Action: Duplicate if needed to recreate and send a new invoice
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