With Relay, you can send an invoice and request payment at the same time—making it easy for your client to view the invoice and pay directly from a secure link. This article explains how to send an invoice with a Payment Request attached and what happens next.
When to send an invoice with a Payment Request
Use this feature when:
- You want to send a detailed, branded invoice
- You’re ready to collect payment from your client
- You want to offer multiple ways to pay (e.g. card, ACH, wire)
If you only need to create and send a payment link without an invoice, use Payment Requests instead.
How to send an invoice with a payment link
- Navigate to Invoices > Create an Invoice.
- Select Create (or drag and drop an invoice to pre-populate an invoice draft):
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Fill out:
- Invoice ID
- Select Customer
- Issue Date
- Payment Due Date
- Line items
- Taxes, discounts
- Payment methods
- Attachments (optional)
- Reminder settings
- Memo (optional)
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Click “Send invoice”. Relay will:
- Email the invoice to your contact
- Include a secure payment link with the payment methods you selected
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Client pays directly from the link. Your client does not need a Relay account to pay. They can choose from:
- Credit or debit card
- Pay by bank (ACH debit via Plaid)
- ACH or wire transfer
What your client sees
- A branded invoice showing line items, total amount, and due date
- Any memo or file attachments you included
- A “Pay Invoice” button that opens a secure payment flow
Once they submit payment, the invoice status will update in Relay:
- Processing: Payment submitted
- Paid: Payment settled into your selected account