Articles
Articles in Invoices
- Using Product & Service Catalogs in Relay InvoicesA catalog lets you save the products and services you sell so you can add them to an invoice in one click instead of retyping line items every time. Your…UpdatedJuly 24, 2026
- Getting Started with InvoicesRelay Invoicing helps small business owners, bookkeepers, and accountants create professional invoices and get paid faster. You can customize each invoice…UpdatedJuly 27, 2026
- Creating an Invoice in RelayRelay makes it simple to create professional, branded invoices that help you get paid faster. Whether you're billing for services, products, or…UpdatedJune 18, 2026
- Invoices & Quick Requests: Processing Fees, Settlement Timelines & LimitsRelay’s Invoices & Quick Request feature is designed to make it easier for businesses to collect payments securely and efficiently. In this article, we’ll…UpdatedJuly 22, 2026
- How to add a credit card surcharge to Relay invoicesIf you accept card payments on invoices or quick requests in Relay, you can apply a credit card surcharge to help offset card processing costs. This…UpdatedJuly 22, 2026
- Invoice vs. Quick Request: What’s the Difference?Relay gives you two ways to request and receive money: Invoices and Quick Requests . Both tools live under the Invoices tab in your Relay dashboard, and…UpdatedJuly 22, 2026
- Sending an Invoice as a Quick RequestWith 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…UpdatedJuly 22, 2026
- Using Taxes and Discounts in Relay InvoicesRelay allows you to apply taxes and discounts to your invoices, so your billing stays accurate and compliant. You can add tax rates to individual line…UpdatedJune 12, 2026
- Saving and Managing Cards on File in RelayRelay’s Card on File feature lets your clients securely save a credit or debit card so you can automatically charge them for future invoices or quick…UpdatedJuly 22, 2026
- Connect Xero or QuickBooks Online to Relay InvoicesIf you use accounting software to manage customers and tax settings, you can connect QuickBooks Online (QBO) or Xero to Relay Invoices. This helps you…UpdatedJune 13, 2026
- Recurring Invoices in RelayRecurring Invoices let you send the same invoice on a schedule without having to recreate it each time. You can choose weekly, monthly, yearly, or a…UpdatedJuly 22, 2026
- Invoice Payment Fees and Plan Comparison in RelayRelay lets you choose how clients pay your invoices—by card, ACH debit, wire transfer, or bank transfer. While ACH payments are free across all plans,…UpdatedJuly 22, 2026
- What Your Client Sees: Viewing and Paying a Relay InvoiceWhen you send an invoice in Relay with a quick request attached, your client receives a secure link that lets them view the invoice and pay it—no Relay…UpdatedJuly 22, 2026
- Exporting an Invoice as a PDF in RelayNot every invoice needs to be sent with a payment link. If you prefer to download your invoice and send it manually—or just want a PDF copy for your…UpdatedJune 13, 2026
- How to Enable and Manage Invoice Payment Reminders in RelayRelay allows you to automate payment reminders for invoices to help your clients pay on time—without requiring you to follow up manually. You can choose…UpdatedJuly 22, 2026
- Invoice SettingsRelay makes it easy to create professional, client-facing invoices that reflect your business identity. This article walks through how to add your…UpdatedJuly 27, 2026
- Tracking and Managing Invoice Status in RelayOnce 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…UpdatedJuly 22, 2026
- Customizing Your Invoice with Company BrandingRelay makes it easy to create professional, client-facing invoices that reflect your business identity. This article walks through how to add your…UpdatedJuly 27, 2026