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 record-keeping
- 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
- Select Invoices in the left-hand menu to create or manage invoices
- Select Create An Invoice in the top right of your Invoices page to create a new invoice
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 Invoices > Settings
Payment methods supported
You can choose which methods your client can use to pay:
- Credit/debit card* (available once card payment onboarding is complete; 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
Onboarding for card payments
Relay uses Adyen, our payment processor, to support card payments for invoices and payment requests. Before card payments can be offered to clients, a Business Owner on the Relay account must complete card payment onboarding.
Administrators, Managers, and Advisor Super Admins may be able to create and send invoices, but only Business Owners can complete the onboarding steps required to enable card payments.
- Sign in to Relay as a Business Owner.
- Create a new invoice or payment request and go to the Payment methods section.
- Select the option to enable or request access to card payments.
- Follow the prompts to provide any required business verification details or documents requested by Adyen.
- Once approved, return to the payment methods page to review and accept the required terms of service.
After onboarding is complete, Card payments will appear as an available payment method for eligible invoices and payment requests. If card payments are not available, the Business Owner may need to finish onboarding, provide additional verification details, or the business may not be eligible for card payment processing.
Customizing your invoice
- Upload your company logo
- Add your business name, contact info, and social links
- Set a custom invoice number prefix (optional)
- Set primary and secondary colors with quick presets
- Choose from a set of designed layouts
- Enable or disable automatic reminders
All branding and invoice defaults can be managed under Invoices > Settings.
*Card payments are not available in all countries. If any business owner of your business is a citizen or resident of a restricted country, your organization may not be eligible for card payment processing.
Please review the full list of restricted countries here: Countries Not Eligible for Card Payment Requests