Making batch bill payments in Relay

1. Sign in to your Relay account.
2. Navigate to the Payments tab, then select Bills from the drop-down menu.

Navigating to the Bill Pay page in Relay (Relay Mobile App)

1. Sign in to the Relay app on your mobile device.
2. Navigate to the Payments tab.
3. Tap View bills.

Approving bills before they are paid

If you'd prefer to set up approval rules for your bills before they are paid, to ensure that there is an audit log, please see Setting up approval rules for Bill Pay.

If you have approval rules set up for bill payments, you must first approve a bill before it can be paid.

How to make a batch bill payment for approved bills

1. Sign in to your Relay account on your desktop.
2. Navigate to the Payments tab, then select Bills from the drop-down menu.
3. Select the bills you want to batch-pay by checking the boxes beside the payee names.
4. Once selected, click Initiate Payment above the bill table.
5. You will then be prompted to enter the payment information for your first unpaid bill. Under Payment Method, you will have different payment options available (ACH, wire, or check) based on the information you have on file for the payee.
6. If you don’t already have the payee's account information on file, but you have their email address, you can use the request payment information option. More information on this is available here: Requesting payment information from payees.
7. If you don't have an email address on file for the payee, you can manually enter the payment information by selecting the Enter or request this payee's details option and following the on-screen instructions from there.
8. Once the above step is completed, you will be prompted to select the checking account you want the funds to be withdrawn from and the reason for payment.
9. Click Next.
10. Repeat steps 5-9 above for each remaining bill in the batch payment.
11. Once completed, confirm all payment details and click Initiate payment.
12. Please allow a few seconds for this action to be processed. Once completed, review your payment receipt, then click Done.

How to combine multiple bills into one bill payment for the same payee

If you are making a batch payment, and more than one of the unpaid bills have the same payee, you may choose to combine the bill amounts into a single transaction. Here's how you can do this:

1. Sign in to your Relay account on your desktop.
2. Navigate to the Payments tab, then select Bills from the drop-down menu.
3. Select the bills you want to batch-pay by checking the boxes beside the payee names.
4. Once selected, click Initiate Payment above the bill table.
5. If two or more of the unpaid bills have the same payee, you will be prompted to check a box to confirm whether or not you'd like to combine the payments into a single transaction. If you wish to do so, check the box and click Next.
6. Once completed, you will be prompted to enter the payment information as usual. Please follow the remaining steps above to complete your payments.

What if I want to pay someone but I don’t have their account information?

If you have an email address on file for the payee, you can use the request payment information option. More information on this is available here: Requesting payment information from payees.

If you don't have an email address on file for the payee, you can manually enter the payment information by selecting the Enter or request this payee's details option and following the on-screen instructions from there.

What will happen if I combine payments for the same payee?  

The unpaid bills will be consolidated into one single transaction for the payee. Once paid, the bills will be listed separately within QuickBooks or Xero.

When clicking on a bill in your accounting software, you will be able to view the Relay transaction ID associated with the bill payment.