Subscription Billing and Payment Information

This article will walk through how businesses and advisors are billed for their Relay subscription plan and where to find the appropriate invoices in Relay.

Understanding your billing date

To pay for your subscription plan, you must choose which Relay checking account you would like to be debited from each month. This account is selected during the process of upgrading your plan.

If there are not enough funds to cover your monthly bill or the associated checking account is closed, a 48-hour grace period will be given before losing access to your subscription plan. You will continue to be billed unless you decide to cancel your subscription, which you can do by following this article.

Business accounts

Business accounts can sign up for a 14-day free trial of either Grow or Scale, which automatically renews into a paid monthly subscription after the trial expires. This will become the first day of your monthly billing cycle, with subsequent bills issued on the same day in each consecutive month.

Accountant and bookkeeper advisor accounts

If accountants and bookkeepers choose to cover the subscription charge for their clients, they will be charged on the same day each month for all clients. The billing day will be determined by when the first client is switched over to a paid subscription plan.

How to find your Relay Subscription invoices

1. Sign in to your Relay account on your desktop.
2. Navigate to the Settings tab.
3. Click Billing and Plans.
4. Scroll down to view your Relay Subscription invoices, listed under Billing History.

Please note: if you are an accountant or bookkeeper, your invoices will be found in your account settings within the Partner Portal, and not in any of your individual client accounts.

How to update your payment information

1. Sign in to your Relay account on your desktop.
2. Navigate to the Settings tab.
3. Click Billing and plans.
4. Click on the pencil icon next to your previously selected billing account, listed under Payment method, then select an alternative checking account.
5. Click Save.

Please note: for business accounts, only Administrators can change the checking account that is linked to their business’s subscription.

For accountants and bookkeepers, the same option can be found in your account settings within the Partner Portal.