Not every invoice needs to be sent with a payment link. If you prefer to download your invoice and send it manually—or just want a PDF copy for your records—Relay makes it easy to export your invoice in a clean, professional format.
When to export an invoice as a PDF
Use this option when:
- You want to send the invoice through your own email or invoicing system
- Your client prefers a downloadable file
- You need a copy for recordkeeping or offline use
- You’re not yet ready to request payment via Relay
How to export an invoice as a PDF
- Sign in to your Relay account.
- Go to Invoices to navigate to the Invoices dashboard in your Relay account.
- Select Create an Invoice and fill out all required details
- Under Delivery Method, select Share Invoice.
- Once you complete the remaining steps, select Download next to the PDF field.
- Save the file to your device and send it however you prefer
What the PDF includes
- Your business name (or DBA) and logo (if uploaded)
- Contact and invoice number
- Line items, taxes, discounts, and total amount
- Due date and memo (if added)
The PDF matches what the client would see if the invoice were sent directly through Relay.