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
To upload a bill from your desktop:
- Sign in to your Relay account.
- Click on Payments and go to Bills
- Click (+) Add Bill.
- Upload the bill file (PDF, image, or document).
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Relay will auto-extract key information:
- Vendor name
- Invoice number
- Amount
- Due date
- Review or edit the extracted fields.
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Optional: Add accounting categorization (available for all plans)
- Approval steps (available in Grow & Scale).
- Line Item Categorization (available in Grow & Scale).
- Click Save or Send for Approval.
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
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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)
Still have questions? Our team is ready to help! Talk to our Customer Experience team