A catalog stores your commonly billed products and services so you can add them to any Relay invoice in one click instead of re-typing line items.
Bundles are a number of catalog items saved into a single group, allowing you to apply multiple catalog items into your invoice at once.
What you need before you start
A Relay Account with access to Invoices
The item details you want to save: name, description, and unit price in USD
Optional: a price list to import as a CSV, image, or PDF file (up to 5 MB)
What is a catalog in Relay Invoices?
A catalog is a saved list of the products and services your business sells, stored inside Relay Invoices. Each item holds its own name, description, unit price, tax setting, and optional image, so you can drop it onto an invoice without re-entering the details every time. You'll find the catalog in the Catalog tab inside Invoices.
How do I add a catalog item?
You can add or edit a new catalog item from the Catalog tab by following the below steps. While this feature is currently only available on the browser, you can still select existing catalog items when creating an invoice on the mobile app.
Open Invoices in your Relay Account and select the Catalog tab.
Select Add item.
Enter the item name as you want it to appear on invoices.
Choose the item type: Service, Inventory, or From inventory.
Add a description of the product or service.
Enter the unit price in USD.
Set the tax rate if the item is taxable.
Optionally add an image (jpg, png, heic, or pdf, up to 5 MB).
Save the item.
The item is now available in the catalog dropdown any time you create or edit an invoice.
How do I import catalog items from a file?
You can bulk-import an existing price list into your catalog from the Catalog tab by following the below steps. This feature is currently available on the browser, and not the mobile app.
Open the Catalog tab and select Import file.
Upload a CSV, image, or PDF of your price list.
Follow the prompts to confirm the item details Relay pulled from the file.
Review the imported items.
Select Add to catalog to save them.
Importing works well when you already keep a spreadsheet, order form, or menu of your products and services.
How do I add catalog items to an invoice?
Open the catalog dropdown while creating an invoice, then select the items you want to bill. A single click adds one item as a line item. To add several at once, tick the checkboxes next to each item and use the items-selected toolbar to add them all in one action.
On the mobile app, you can select existing catalog items to add to your invoice on the Enter Line Items page provided you do not have Xero or Quickbooks integration. You can select the Add Line Item to include additional catalog items.
How do I edit or archive a catalog item?
Open the Catalog tab, select the item you want to change, and edit any field, or archive the item to remove it from your active list without deleting your history. Archived items stay on invoices where they've already been used, and you can restore them later if you need them back.
This feature is currently available on the browser, and not the mobile app.
What item types can I choose from?
The catalog supports three item types: Service, Inventory, and From inventory. Choose Service for time-based or non-stock offerings like consulting or repairs. Choose Inventory for physical goods you track by stock level. Choose From inventory for items you sell but don't want to count against your stock when they're billed.
What file formats does the catalog accept?
Catalog images can be jpg, png, heic, or pdf files, up to 5 MB each. Imports support CSV, image, and PDF files. Prices are entered in USD only.
Does the catalog sync with QuickBooks or Xero?
Catalog items and bundles from QuickBooks Online (QBO) do sync to your Relay account! Syncs occur three times a day by default, but can always be manually triggered.
While Relay is currently not able to create inventory catalog items (only "service" and "non-inventory" are available options when creating a new catalog item), they can still be synced into Relay if created in QuickBooks.
Catalog items created on Relay immediately sync back to QuickBooks.
While bundles created in Relay currently do not sync to QuickBooks, bundles created in QuickBooks Online do sync to your Relay account.
Existing Relay-created catalog items are matched to imported QBO items by name. For example, if you already have a catalog item with the same name as a synced QBO item, the two items will be consolidated during the sync.
Catalogs and bundles currently do not sync between Relay and Xero.
What is a bundle in Relay Invoices?
Saved bundles allow you to group products and services from your catalog together, including descriptions, pricing, and discounts.
When creating an invoice, you can add a saved bundle to include all of its items at once—saving you from having to add each product or service individually.
How do I create a bundle?
You can add or edit a new bundle item from the Catalog tab by following the below steps.
Creating and applying bundles is currently only available on the browser, not the mobile app.
Open Invoices in your Relay Account and select the Catalog tab.
Select all existing line items you would like to include in your bundle.
On the bottom of your screen, select the Create Bundle box icon.
Within the Create Bundle page, set the quantity of each line item in your bundle.
Optional: Upload an image to include with your bundle.
Give your bundle a name and description.
Apply an existing discount or create a new one.
Select Create Bundle.
Your bundle can now be found within your Catalog tab under the Bundles tab.
How do I edit or archive a catalog item?
Open the Catalog tab, select the Bundle toggle then select the bundle you want to edit or delete. Then select either the Delete button at the bottom, or the edit icon next to the bundle name.
This feature is currently available on the browser, and not the mobile app.
How do I apply a saved bundle to my invoice?
You can apply a created bundle to the invoice you are creating by following the below steps.
Open Invoices in your Relay Account and select the New Invoice button.
Continue through the invoice creation flow until you reach Step 2, Line Items.
Select the Load Bundle drop-down menu, and choose an existing bundle you have created.
Optional: Manually update any item names, descriptions, quantity or rates of any line items.
Select Next Step and continue through the invoice creation flow.
One bundle can be loaded at a time. Once a bundle is loaded, they are treated as just normal line items; the bundle name itself is not displayed anywhere for your customers.
Reminder: creating and applying bundles is currently only available on the browser, not the mobile app.
Common issues
Import brings in the wrong item names or prices. Reformat the source file so each row has one item, with clear columns for name, price, and description, then re-upload.
Image won't attach. Confirm the file is jpg, png, heic, or pdf and under 5 MB. Re-save or compress the file if it's over the limit.
A catalog item isn't showing in the invoice dropdown. Check whether the item was archived. Open the Catalog tab, filter to archived items, and restore it.
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