Payment Requests: Sending a Payment Request

This article provides the steps on how to send a payment request on Relay. For more information about the Payment Request feature, click here!

Sending a payment request

Only team members with Administrator or Manager permissions, or advisors with Super Administrator permissions, can send payment requests on Relay. Only one individual contact can submit payment for a request. Multiple contacts cannot pay for one payment request link.

To send a payment request follow the steps below:

1. Sign in to your Relay account on your desktop.
2. Navigate to the Get Paid tab on the left-hand side of your screen, then click Requests.
3. Click Request a Payment.
4. Create a new contact to request your payment from, or select an existing contact (you can also select from existing contacts). New contacts will automatically be saved for future requests. Click Continue.
5. Enter an amount and select a due date for the payment.
6. Select which payment options you would like to accept. You can accept at this time payments via credit/debit cards, ACH/Domestic Wire, or Pay by bank (ACH Debit). Please note, that all card payments will be charged a processing fee. 
7. Add a note (such as a description of what the payment is for)
8. Click Review Request.
9. Review all the details and click on Create Request.
10. The confirmation page displayed will include the link to your newly-created payment request. You can:
    1. Copy the request link directly and send it to your customer or
    2. Click on their email and click on Send payment request and the link will be emailed the your customer.

Canceling a Payment Request

To cancel a payment request:

1. Sign in to your Relay account on your desktop.
2. Navigate to the Get Paid tab on the left-hand side of your screen, then click Requests.
3. Click on the 3 vertical dots beside the Payment Link
4. Click on Cancel Request.