As part of Relay’s receipt management tool, we will send cardholders a notification when they make a card purchase that requires a receipt. To learn more about these notifications, please read below.
When is a notification sent?
Notifications are sent at the time of purchase when a Relay debit card is used for an in-person purchase that falls under the receipt settings. To learn more about changing your receipt settings, please see Updating your receipt policy.
What type of notification is sent?
Relay will send SMS notifications. The SMS will contain the transaction details, including the vendor and amount, and a link to upload the receipt to Relay. The link will expire in 1 hour. For instructions on how to upload a receipt, please see Uploading receipts to Relay.
Who will receive a notification?
Notifications will be sent to the primary cardholder and the receipt admin assigned to the card that was used to make the purchase.
Please note: if the card used is a shared card, the primary cardholder and receipt admin may not necessarily be the team member who is using the card. To confirm who the primary cardholder and receipt admin is for a shared card, please sign in to Relay and navigate to the Cards tab, then click on the card in question to view these details.
Can I disable receipt notifications?
We do not currently offer the ability to disable receipt notifications. However, you can stop SMS notifications from being sent to your phone number by replying STOP after an SMS is sent.
Can I change the primary cardholder?
The primary cardholder cannot be changed once a card has been issued. If you would like to assign a new card to a new cardholder, please see Creating a Relay debit card.
Who can I assign as a receipt admin?
Team members with Administrator, Manager, or Cardholder permissions can be assigned as a receipt admin.
Can I change the receipt admin?
Yes, to change the receipt admin, please see Updating your receipt policy.
Can I set up reminder notifications if a receipt is missing?
We do not support reminder notifications at this time. However, this is on our product roadmap, and we hope to support this feature soon!
Can I receive an email notification instead of an SMS?
We currently only support SMS notifications for receipts, but you can still upload receipts via email with our email forwarding feature. More information about how to upload a receipt via email forwarding can be found here: Uploading receipts to Relay.