Creating and Uploading Bills in Relay

Relay makes it easy to manage your accounts payable process by allowing you to create and upload bills directly into your dashboard. Whether you’re uploading invoices manually or auto-forwarding them from your email, Relay helps you keep everything organized in one place.

Manually Uploading a Bill in Relay in your Account's Bills Section

To upload a bill from your desktop within your account's Bills Section:

1. Sign in to your Relay account.
2. Click on Payments and go to Bills
3. Click (+) Add Bill.
4. Upload the bill file (PDF, image, or document).
5. Relay will auto-extract key information:
   • Vendor name
   • Invoice number
   • Amount
   • Due date
6. Review or edit the extracted fields.
7. Optional: 
   • Approval steps
   • Add accounting categorization
   • Line Item Categorization (available in Grow & Scale).
8. Click Save or Send for Approval.

Manually Uploading a Bill in Relay in your Account's Payments Section

You may also pay bills or invoices directly within the Payments section of your Relay account! Simply follow the below steps:

• Sign in to your Relay account.
• Click on Payments and select your desired payment method.
• Upload the bill file (PDF, image, or document). under the Have a bill handy? field.
• Relay will auto-extract key information:
  • Vendor name
  • Invoice number
  • Line Items and Amount
  • Invoice Date and Due date
• Review or edit the extracted fields and complete the Memo field.
• Optional: Add accounting categorization (available for all plans)
  • Line Item Categorization (available in Grow & Scale).
• Click Next Step.
• Verify again the payment method, payee details, and payment date and select Next Step and Pay.
• Your payment will be initiated and the bill will also migrate into your account's Bills section.

Foreign Currency Bill Support

Relay supports foreign currency bills that are imported from your accounting integration (e.g., QuickBooks Online or Xero).

However, Relay does not currently support uploading foreign currency bills directly — all uploaded bills must be in USD. This capability is coming soon.

Once a foreign currency bill is imported into Relay:

• You can edit the amounts on the bill.

• You cannot change the currency. That must be done within your accounting software (QBO or Xero), and the change will sync back into Relay.

Emailing Bills into Relay

Every Relay account has a unique Bills Inbox email address. You or your payees can email bills directly to this address.

What happens:

• Relay creates a draft bill in your dashboard
• It auto-attaches the file
• Relay extracts key details using built-in document recognition
• You’ll be notified in the Bills tab when the new bill is ready to review

Learn more: Using the Bills Inbox for Relay

Supported File Types

• PDF, JPG, PNG
• Max size: 25MB per file
• Multi-page PDFs are supported
  

Best Practices

• Use clear filenames (e.g., Vendor_Invoice_1234.pdf)
• Check extracted details for accuracy
• Encourage vendors to send bills directly to your inbox
• Assign Accounting categories and approvers right after uploading (Grow & Scale)