Recurring Invoices let you bill the same customer on a repeating schedule so you don't recreate the invoice every week, month, or year.
What you need before you start
A Relay account on the Grow Plan or Scale Plan (Recurring Invoices are not available on the Starter Plan)
Access to the Relay web dashboard at app.relayfi.com (Recurring Invoices can only be created and managed from the web, not the mobile app)
A saved customer to invoice
Optional: a saved card on file if you want to auto-charge card payments
What are Recurring Invoices?
Recurring Invoices are scheduled invoices that Relay sends to your customer automatically on a weekly, monthly, yearly, or custom cadence. You create the invoice once, choose the frequency and end condition, and Relay handles the sends. Each invoice arrives in your customer's inbox as a standard Relay invoice with a payment link.
Who uses Recurring Invoices?
Recurring Invoices fit businesses that bill the same customer on a set schedule, including:
Bookkeepers and accountants charging monthly retainers
Freelancers and contractors on fixed engagement fees
Coaches, consultants, and service providers on ongoing programs
Any business with subscription-style billing
How do I create a Recurring Invoice?
Follow these eight steps in the Relay web dashboard:
Sign in to your Relay account at app.relayfi.com/login.
Go to Invoices in the left navigation.
Select Create An Invoice.
Enter the Invoice ID, then select your customer, Issue Date, and Payment Due Date.
Turn on the "This is a Recurring Invoice" toggle.
Select your schedule: Weekly, Monthly, or Yearly. Choose Custom cadence if you need your own frequency.
Choose when the schedule ends. Set a specific end date or a total number of invoices.
Continue through invoice creation and select Send. Your first invoice sends on the issue date you chose, and future invoices follow the schedule.
How do I edit, pause, or cancel a Recurring Invoice?
Manage every recurring schedule from the Recurring Series tab under Invoices. From that tab you can:
View the status of each invoice in a series (sent, paid, overdue)
Pause, edit, or cancel any future invoice before it sends
Preview which invoices are scheduled to go out next
Changes only apply to invoices that have not yet been sent. If an invoice has already gone out, edit it from the individual invoice screen.
Will my client know the invoice is recurring?
No. Each invoice arrives as a standard Relay invoice with a payment link, and your client does not need a Relay login to view or pay it. Nothing on the invoice signals that it's part of a series.
Does Relay charge my client automatically?
Not by default. For manual ACH, domestic wires, and pay-by-bank payments, your client initiates the payment on each invoice they receive. For credit and debit card payments, you can enable Card on File so Relay charges the saved card the day after each invoice is issued.
Common issues
Recurring toggle is missing: You are likely on the Starter Plan. Recurring Invoices require the Grow Plan or Scale Plan.
Cannot find the option on mobile: Recurring Invoices are web-only. Sign in at app.relayfi.com to create or manage them.
A scheduled invoice sent before I could change it: Edits and cancellations only apply to invoices that have not yet been sent. Pause the series first, then make your edits.
A client's card did not auto-charge: Auto-charge only works when Card on File is enabled and the payment method is a credit or debit card. ACH, wire, and pay-by-bank always require the client to pay each invoice manually.
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