This article will walk through how to upgrade to Relay Pro as a business owner. For accountants and bookkeepers, learn about how to upgrade here.
To learn more about Relay Pro's benefits, please see Benefits of Relay Pro.
Please note: the ability to upgrade to Relay Pro is not currently supported on the Relay mobile app. If you wish to upgrade to Pro, please sign in to Relay on your browser/desktop.
How to upgrade to Relay Pro
- Sign in to your Relay account on your desktop.
- Navigate to the Settings tab.
- Click Billing and plans, then select Change Plan.
- Scroll down, then click Upgrade next to Relay Pro.
- Scroll down, then select the Relay checking account you want to use as your payment account for your monthly subscription. This account must have a minimum balance of $30 to be selected.
- Click Checkout.
How to upgrade to Relay Pro using an advisor invitation
When an advisor (i.e., your accountant or bookkeeper) invites you to subscribe to Relay Pro, you’ll receive an email with the invitation. At the bottom of the email, click Accept your Invite.
Once signed in to Relay on your desktop, you will be taken to the Billing and plans page of your Relay account, where you can click Upgrade on the right-hand side.
From here, scroll down and locate the payment method dropdown, then select the Relay checking account you want to use as your payment account for your monthly subscription. This account must have a minimum balance of $30 to be selected.
Relay Pro for multiple businesses
Relay Pro is charged per business. If you have more than one business on Relay, you’ll need to sign each business up individually.