This article provides an overview of Relay’s Bill Pay feature, which is offered as a part of Relay Pro.
To take advantage of the Bill Pay feature in Relay, you will first need to integrate your Xero or QuickBooks Online account with Relay. More information can be found here for Xero, and here for QuickBooks Online.
Once the Bill Pay feature is enabled, Relay can automatically import your unpaid bills from your accounting software. Once your bills are imported, you can set up approval workflows, and pay your bills via ACH, wire, or check - all within Relay!
Navigating to the Bill Pay page in Relay
- Sign in to your Relay account.
- Navigate to the Payments tab, then select Bills from the drop-down menu.
- Sign in to the Relay app on your mobile device.
- Navigate to the Payments tab.
- Tap View bills.
Bill Pay tabs
On the Bill Pay page, you will see all of your bills that were imported into Relay from Xero or QuickBooks Online. Bills are separated into different tabs to support your workflow.
Below are descriptions of which bills will be listed under each tab:
- Unpaid bills: all bills imported from Xero or QuickBooks that are currently unpaid. This includes bills that may or may not require approval.
- Needs approval: any bill that needs to be approved before payment. To learn more about how to set up approval rules for your bills in Relay, please see Setting up approval rules for Bill Pay.
- Ready for payment: any bills that are ready to be paid. This includes bills that do not need approval and bills that have already been approved.
- In progress: all bills for which a payment has been initiated but has not yet settled.
- Paid: all paid bills for which the payment has settled into the receiving account.
- All: all paid and unpaid bills.
Within each tab, you will see an easy-to-use table view with key details about each bill, including the vendor name, due date, status, invoice number (if available), and amount of the bills. Bills are sorted by default based on the due date, with overdue and shortly due bills showing up on top.
Please note: the status of a bill will be automatically updated to 'Paid' in Xero/QuickBooks Online as soon as a payment is issued for it in Relay. This means that all bills listed under the 'In progress' and 'Paid' tabs will be marked as 'Paid' in Xero/QuickBooks Online.
Searching, sorting, and filtering bills
You can search for a specific bill using the vendor name or invoice number. To learn more about filtering and sorting bills, please see Searching, sorting, and filtering bills.
Viewing individual bills
You can click on a specific bill within the Bill Pay table to view additional bill details.
Within the bill view window, you can navigate between bills by clicking on the arrows in the top-right corner of your screen. Exit out of individual bill view by clicking the X at the top-left corner of the window.
You can also switch between tabs (e.g., if you only wish to view bills in 'Ready for Payment' status). To do this, click the arrow beside Unpaid Bills, then select a new tab from the drop-down menu.
Making batch bill payments
With Relay's Bill Pay feature, you can pay multiple bills at once. You can also combine multiple bills associated with the same payee into a single transaction. For more information on how to make batch bill payments, please see Making batch bill payments in Relay.
Requesting payee information
Relay imports payee information from Xero and QuickBooks Online. If you do not have the payment details for a payee, you can request this information when paying a bill in Relay. For more information, please see Requesting payment information from payees.