Recurring Invoices let you send the same invoice on a schedule without having to recreate it each time. You can choose weekly, monthly, yearly, or a custom cadence. This feature is available on Relay’s Grow and Scale plans.
Why use Recurring Invoices?
- Save time by setting up invoices once and letting Relay send them automatically.
- Stay on top of billing so you get paid on time.
- Track all recurring schedules in one place with the new Recurring tab.
- Your clients do not need to log in. They receive invoices by email with a payment link.
How to create a Recurring Invoice
- Sign in to your Relay account here
- Go to Invoices in your Relay dashboard.
- Click Create An Invoice
- Enter the Invoice ID, then select your customer, Issue Date, and Payment Due Date.
- Turn on the This is a Recurring Invoice toggle.
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Select your schedule:
- Weekly, Monthly, or Yearly
- Custom cadence if you prefer your own frequency
- Choose when the schedule ends. You can set a specific date or number of invoices.
- Continue through the Invoice Creation for and select Send. Your first invoice will send on your first issue date, and future invoices will follow the schedule.
Please Note: Recurring Invoices can only be created and managed from the Relay web dashboard. They are not available in the mobile app.
Managing Recurring Invoices
After you create a recurring invoice, you can manage it in the Recurring Series tab in your Invoices page. From here you can:
- View which invoices have been sent, paid, or are overdue
- Pause, edit, or cancel future invoices in a schedule
- Preview upcoming invoices
Frequently Asked Questions
Will my clients know the invoice is recurring?
No. Each invoice looks like a normal Relay invoice. Clients receive them by email with a payment link.
Can I change or cancel a recurring invoice?
Yes. Go to the Recurring Series tab, open the schedule, and choose to edit, pause, or cancel before the next invoice sends.
Does Relay automatically charge my client’s card or bank account?
Relay will not automatically charge your client’s bank account for manual ACH, domestic wire, or pay-by-bank payment methods.
For card payments, Relay’s Card on File feature lets your clients securely save a credit or debit card so you can automatically charge them for future invoices or payment requests.
Relay will automatically charge the saved card the day after an invoice is issued or the day after a payment request is created (when you choose to charge the card on file). This charge will initiate the day after an invoice is issued or the day after a payment request is created (when you choose to charge the card on file). See Saving and Managing Cards on File in Relay for more details.