Relay's Payment Requests feature simplifies the way your business collects payments.
Using this feature, you can request a payment directly from your customers for goods or services rendered. For instance, a renovation contractor or plumber can issue a payment request once a job is completed. This allows businesses on Relay to quickly and safely receive payments for their work or products.
Please note: Currently, you can request a payment from desktop only. It is not available within the Relay mobile app.
Sending your first payment request
Payment Requests require very little setup! Navigate to Get Paid in the Relay menu and then click Requests.
- Sign in to your Relay account on your desktop.
- Navigate to the Get Paid tab on the left-hand side of your screen, then click Requests.
- Click Request a Payment.
- The first time, you’ll be asked to confirm your Industry
- Confirm your Customer’s Name and Email
- Next, choose a default payout account.
- Accept the terms and conditions for payment requests
- Click Create a Payment Request.
- Click Review Request. You’ll be taken to the payment request dashboard—this is where you’ll create and track payment requests!
Accepting payments from customers
Your customers will receive a payment request that includes the payment amount, due date, and any notes or attachments you provided. Only one individual contact can submit payment for a request. Multiple contacts cannot pay for one payment request link.
Your customers have the ability to pay you via these requests using the following payment options:
- Credit/Debit Card allows the payer/contact to input their card information to submit a payment.*
- ACH/Domestic Wires allows the payer/contact to send a payment directly to your business using your ACH/Wire details.*
- Pay by bank (ACH Debit) allows your payer/contact to connect their bank account using Plaid to send a payment directly from their bank.
*Please note: the payment request includes the account details needed to initiate a transfer; however, the account details provided are for a payment-receiving account, so your account information is protected and not displayed in any payment request. Your customer can copy/paste these details to set up and initiate payment from their bank account.
Changing your default payout account
To update where invoice payments are deposited, go to the Get Paid tab, click Settings, and choose your new Default Payout Account from the dropdown. All future invoice payments will be sent to this account.
Who can send Payment Requests?
Only team members with Administrator or Manager permissions, or advisors with Super Administrator permissions, can send payment requests on Relay. To send a payment request follow the steps in this article!
Archiving and Managing Past Payment Requests
To help you stay organized, Relay now lets you archive Payment Requests that are no longer active.
Archiving a Payment Request
You can manually archive any completed or canceled request directly from the main Payment Requests table:
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Go to the Payment Requests page.
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Find the request you want to archive.
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Click the Archive button in the Actions column.
Once archived, the request will be moved out of your main view but remain accessible at any time.
Please Note: Relay will also automatically archive requests 30 days after they’ve been paid or canceled.
Viewing and Unarchiving Archived Requests
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On the Payment Requests page, click “View archived payments” at the bottom of the table.
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This opens the Archived Payment Requests view, where you can:
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Search and filter through archived entries.
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View full request details, including status, dates, and amounts.
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Click the three-dot menu to Unarchive a request if needed.
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Unarchived requests will return to your main Payment Requests table.
Managing your payment requests
You can see all of your payment requests by navigating to Get Paid > Requests. This is where you can copy/paste payment request links to re-send to customers at any time or cancel them. Your payment table also shows you all payment requests, this includes all payments marked as, paid, unpaid, being processed, or canceled.
To cancel a payment request, click on the 3 vertical dots beside the Payment Link and click on Cancel Request.
Processing timeline and fees
Settlement times and fees are dependent on the payment type sending bank. For more information please view this article!
Frequently asked questions
Why do I have to confirm my industry again?
To provide the ability for Payment Requests, Relay partners with Adyen for this functionality. Our processing partner requires all Relay customers to confirm their industry to ensure that it aligns with NAICS standards.
Can I edit your contact list of payes/contacts?
Customers do not have the ability to edit their contact list for payers/contacts. We are working on adding this in the future!
Why do I have to agree to these additional Terms and Conditions/PCI /Fees?
These additional terms and conditions are unique to the ability to accept payment terms of our processing partner Adyen. Without agreeing, you cannot use the credit card payment method. That said, you can still use the other payment options!
What happens to older paid or canceled payment requests?
To help you keep your dashboard focused on current activity, Relay automatically archives older payment requests. Any request that was marked as Paid or Cancelled more than 60 days ago will be moved to the Archived Payment Requests table.
This archive runs automatically every day at midnight. You don’t need to take any action. Archived requests are not deleted—they’re simply moved to a separate view for easier tracking.
Still have questions? Our team is ready to help! Contact us
*Card payments are not available in all countries. If any business owner of your business is a citizen or resident of a restricted country, your organization may not be eligible for card payment processing.
Please review the full list of restricted countries here: Countries Not Eligible for Card Payment Requests