Articles
Articles in Invoices
- How to Use Product and Service Catalogs in Relay InvoicesA 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.UpdatedAugust 11, 2026
- How to Get Started With Relay InvoicingRelay Invoicing lets you create, send, and track branded invoices from your Relay Account, with card, ACH, wire, and Pay by bank payment options built in.UpdatedAugust 11, 2026
- How to Create an Invoice in RelayYou can create an invoice in Relay by filling in the details manually, or by uploading an existing invoice or estimate so Relay autofills the customer,…UpdatedAugust 11, 2026
- Invoices and Quick Requests: Processing Fees, Settlement Timelines, and LimitsRelay charges card processing fees before payouts and settles invoice and Quick Request payments in 2 to 3 business days on all Subscription Plans.UpdatedAugust 11, 2026
- How to Add a Credit Card Surcharge to Relay InvoicesCredit card surcharging on Relay invoices lets you pass part of the card processing cost to customers who choose to pay by credit card, up to a maximum of…UpdatedAugust 11, 2026
- Invoice vs. Quick Request: What's the Difference?Relay invoices are branded, itemized billing documents you can export as PDFs; Quick Requests are lightweight payment asks with a total amount, due date,…UpdatedAugust 11, 2026
- How to Send a Relay Invoice with a Payment LinkYou can send a branded Relay invoice with a Quick Request attached so your client views the invoice and pays from a secure link in the same step,…UpdatedAugust 11, 2026
- How to Add Taxes and Discounts to Relay InvoicesRelay lets you apply tax rates to individual invoice line items and add one percentage or fixed-amount discount per invoice, before or after tax.UpdatedAugust 11, 2026
- How Do Saved Cards on File Work in Relay?Cards on file let Relay automatically charge saved customer payment methods for invoices and quick requests, available on Grow Plan and Scale Plan…UpdatedAugust 11, 2026
- How to Connect Xero or QuickBooks Online to Relay InvoicesConnect Xero or QuickBooks Online to Relay Invoices to reuse your accounting contacts, tax rates, and income accounts, and to keep paid status in sync.…UpdatedAugust 11, 2026
- How to Set Up Recurring Invoices in RelayRecurring Invoices let you bill the same customer on a repeating schedule so you don't recreate the invoice every week, month, or year.UpdatedAugust 11, 2026
- Invoice Payment Fees and Plan Comparison in RelayRelay charges different invoice payment fees depending on the payment method your client uses and the Relay plan you're on. ACH transfers have no…UpdatedAugust 11, 2026
- What Your Client Sees When Viewing and Paying a Relay InvoiceWhen you send a Relay invoice, your client gets an email with a secure link to a hosted payment page where they view the details and pay. No account…UpdatedAugust 11, 2026
- How to Export an Invoice as a PDF in RelayYou can export any Relay invoice as a PDF from the Invoices dashboard, then send it through your own email, print it, or keep a copy for your records.UpdatedAugust 11, 2026
- How to Enable and Manage Invoice Payment Reminders in RelayPayment reminders in Relay Invoices send your clients automated emails before and after the due date, so you spend less time chasing unpaid invoices.UpdatedAugust 11, 2026
- How to Configure Your Invoice Settings in RelayInvoice settings in Relay let you set the business name, logo, contact details, colors, and layout that appear on every invoice you send.UpdatedAugust 11, 2026
- Tracking and Managing Invoice Status in RelayRelay assigns each invoice one of seven statuses that show where it sits in the payment lifecycle, from draft to paid or cancelled.UpdatedAugust 11, 2026
- How to Customize Your Relay Invoice With Company BrandingCustomize your invoice branding in Relay under Invoices, Settings, then the General tab's Branding section, where you can update your business name, logo,…UpdatedAugust 11, 2026