Relay's Quick 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 Quick Request once a job is completed. This allows businesses on Relay to quickly and safely receive payments for their work or products.
Sending your first Quick Request
Quick Requests require very little setup! Navigate to Invoices in the Relay menu and then click Requests.
- Sign in to your Relay account on your desktop.
- Navigate to the Invoices tab on the left-hand side of your screen.
- Click Quick Request.
- 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 Quick Requests
- Click Create a Quick Request.
- Click Review Request. You’ll be taken to the Quick Request dashboard—this is where you’ll create and track Quick Requests!
- Sign in to the Relay mobile app.
- Tap Request Money.
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On the Contacts page, choose one of the following:
- Select an existing contact, or
- Tap to add a new contact.
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If you’re adding a new contact, enter:
- Name
- Phone number (optional)
- Billing address (optional)
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Choose how you want to handle the contact:
- Create Contact (saves them to your contact list), or
- Send as a one-time request (does not save them to your contacts).
- Enter the amount you’re requesting.
- Choose which payment options to accept (for example: Card, ACH, Wire, Pay by bank) or charge a saved card (if the contact already has one on file).
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Add request details:
- Due date
- Notes (optional)
- Attachments (optional)
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Review the request, then choose one of the following:
- Create payment link (to share manually), or
- Create and send request (sent by email, if available for the contact).
Accepting payments from customers
Your customers will receive a Quick 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 Quick Request link.
Your customers have the ability to pay you via these requests using the following payment options:
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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 Quick 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 Quick Request. Your customer can copy/paste these details to set up and initiate payment from their bank account.
Who can send Quick Requests?
Only team members with Administrator or Manager permissions, or advisors with Super Administrator permissions, can send Quick Requests on Relay. To send a Quick Request, follow the steps in this article.
Changing your default payout account
To update where invoice payments are deposited, sign in to your Relay account and 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.
Please Note: Changing your default payout account is only available on the web browser version.
Archiving and Managing Past Quick Requests
To help you stay organized, Relay now lets you archive Quick Requests that are no longer active.
Archiving a Quick Request
You can manually archive any completed or canceled request directly from the main Quick Requests table:
- Sign in to your Relay account
Go to the Quick Requests page.
Find the request you want to archive.
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: Archiving is only available on the web browser version. Relay will also automatically archive requests 30 days after they’ve been paid or canceled.
Viewing and Unarchiving Archived Requests
- Sign in to your Relay account
- On the Quick Requests page, click “View archived payments” at the bottom of the table.
This opens the Archived Quick Requests view, where you can:
- Search and filter through archived entries.
- View full request details, including status, dates, and amounts.
- Click the three-dot menu to Unarchive a request if needed.
Unarchived requests will return to your main Quick Requests table.
Managing your Quick Requests
You can see all of your Quick Requests by navigating to Get Paid > Requests. This is where you can copy/paste Quick Request links to re-send to customers at any time or cancel them. Your payment table also shows you all Quick Requests, this includes all payments marked as, paid, unpaid, being processed, or canceled.
To cancel a Quick Request, click on the 3 vertical dots beside the Payment Link and click on Cancel Request.
On your Relay mobile app, click on Payments and go to Quick Requests, where you can:
View and manage all Quick Requests
Copy a payment link to share
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Open a QR code for a customer to scan and pay
This is only available during the Quick Request creation screen.
Use filters to narrow by status, contact, or date created
Open a Quick Request and use the three-dot menu to Cancel the request or Mark as paid
To view older Quick Requests in the app: go to Payments > Quick Requests.
Processing timeline and fees
Settlement times and fees are dependent on the payment type and 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 Quick 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 contacts?
Yes! You can edit the contacts in your account by going to the Get Paid tab and clicking on Contacts. From there, you can click the pencil beside any contact to edit their information.
Why do I have to agree to these additional Terms and Conditions, PCI requirements and 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 Quick Requests?
To help you keep your dashboard focused on current activity, Relay automatically archives older Quick Requests. Any request that was marked as Paid or Cancelled more than 60 days ago will be moved to the Archived Quick 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.
*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