Relay lets you configure your invoice settings so your branding, payment methods, and default behavior stay consistent across every invoice you create. These preferences help you save time and reduce errors during invoice creation.
Where to find invoice settings
- Sign in to your Relay account.
- Go to Invoices > Settings at the top-right corner.
What you can configure
Branding
- Business name
- Logo (PNG or JPG)
- Address and contact details (displayed in invoice footer)
- Set primary and secondary colors with quick presets to better match invoices with your business' visual identity.
- Choose from a set of designed layouts that give invoices a polished, professional look out of the box.
- Show or hide business address, contact email, and footer text.
- Add social links to the invoice and payment page.
Default destination account
- Choose which Relay account will receive payments from all invoices.
- Coming Soon: Ability to change destination account on a per-invoice level.
Taxes & Discounts
- Create, edit and delete existing Taxes and Discounts.
- Select the default discount application for all invoices (ie. apply discounts before or after taxes).
Why these settings matter
- Ensures invoices are consistent and professional
- Saves time during invoice creation
- Avoids manual errors in the destination account or payment setup
- Simplifies workflows for recurring invoice types