Relay Invoicing helps small business owners, bookkeepers, and accountants create professional invoices and get paid faster. You can customize each invoice with your brand, add line items, apply taxes and discounts, and choose how you want your client to pay—all directly from your Relay dashboard.
This guide covers how to get started with invoicing, key features to know, and best practices to help you succeed.
What you can do with Relay Invoicing
- Create and send professional, branded invoices
- Choose accepted payment methods (card, ACH, wire, Pay by bank)
- Attach up to 5 files to each invoice (contracts, receipts, etc.)
- Export invoices as PDFs for manual delivery or recordkeeping
- Track invoice status from draft to payment
- Enable automatic reminders for due or overdue invoices
Who can use Invoicing
Relay Invoicing is available to all business users with one of the following roles:
- Administrator
- Manager
- Advisor (Super Admin only)
Employees and View-Only users cannot create or send invoices.
How to access Invoicing
- Sign into your Relay account here
- Click the Get Paid tab in the left-hand menu
- Select Invoices to create or manage invoices
Invoicing workflow overview
-
Create an invoice
- Select or add a contact
- Add issue/due dates, line items, taxes, and discounts
- Choose which payment methods to accept
- Upload any attachments (up to 5 files)
-
Send or save
- Click Create and send an invoice to email the client with a secure payment link
- Or choose Only Create Invoice to save and export a PDF for manual delivery
-
Track payment status
- Monitor invoice status from the Invoices tab (e.g., Sent, Paid, Overdue)
- Enable automatic payment reminders in Settings > Invoicing
Payment methods supported
You can choose which methods your client can use to pay:
- Credit/debit card (processing fees apply)
- Pay by bank (ACH debit via Plaid)
- ACH transfer (manual push)
- Domestic wire transfer
Your Relay plan determines processing fees. See: Invoice Payment Fees and Plan Comparison
Customizing your invoice
- Upload your company logo
- Add your business name and contact info
- Set a custom invoice number prefix (optional)
- Enable or disable automatic reminders
All branding and invoice defaults can be managed under Settings > Invoicing.
Still have questions? Our team is ready to help! Contact us