This article will walk through how to upgrade your plan as a business owner. For accountants and bookkeepers, learn about how to upgrade here.
To learn more about the individual plans benefits, please see Overview of Relay Subscription Plans
Please note: the ability to upgrade your plan is not currently supported on the Relay mobile app. If you wish to upgrade your plan, please sign in to Relay on your browser/desktop.
How to upgrade your plan
- 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 Grow or Scale.
- 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 your plan using an advisor invitation
When an advisor (i.e., your accountant or bookkeeper) invites you to subscribe to a Relay plan, 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.
Plans for multiple businesses
The Grow and Scale plan is charged per business. If you have more than one business on Relay, you’ll need to sign each business up individually.
Still have questions? Our team is ready to help! Talk to our Customer Experience team