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How to update a scheduled payment

You can update certain payment details while a payment is still in Scheduled status within your broker portal.

Before you begin

  1. Log in to your broker portal

  2. Navigate to the One-Time Payments tab

  3. Search for the payment using the load number in the top right search bar

  4. Select the payment you want to update

Note: Payments can only be edited while they are in Scheduled status.

Update a payment date

To update a payment date, you must revoke the original payment and create a new payment with the correct date.

  1. Open the scheduled payment

  2. Select Revoke in the bottom right corner

If you have an integration

You must create the replacement payment through your internal software.

If you do not have an integration

  1. Select the three dots next to the payment

  2. Click Copy as new payment
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  3. Complete the load and invoice number fields

  4. Select Next


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  5. Choose the new payment date

  6. Review any applicable fees

  7. Select Next
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  8. Confirm the payee details

  9. Select Send payment
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Update the payee on a scheduled payment

  1. Open the scheduled payment

  2. Select Edit payee in the top right corner

  3. Review and confirm the updated payee details

  4. Select Next

  5. Review the confirmation message

  6. Confirm the update

Update the payee for multiple scheduled payments

If multiple scheduled payments need to be updated for the same carrier, you can update them in bulk from the carrier profile.

  1. Navigate to the Carriers tab

  2. Search for the carrier
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  3. Open the carrier’s profile

  4. Select the Payee tab


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  5. Update the payee details

  6. Select Save changes

You will then see the following message:

“Would you like to update scheduled payments for this carrier to the new payee?”

  1. Select Yes

  2. Choose the payments you want to update or select Select all

  3. Confirm the update

Place a payment on hold

  1. Open the scheduled payment

  2. Select On hold in the top right corner

  3. Enter the reason for the hold

  4. Select Yes, hold payment

Place all payments for a carrier on hold

  1. Navigate to the Carriers tab

  2. Search for the carrier

  3. Open the carrier’s profile

  4. Select the three dots in the top right corner

  5. Click Hold all payments

  6. Enter the reason for the hold

  7. Select Yes, hold all payments
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Once enabled, a banner will appear on the carrier profile stating:

“All payments to this carrier are currently on hold since [date]”

Remove a carrier hold

  1. Open the carrier’s profile

  2. Select Remove hold

Request a check stop

Check payments are the only exception that may be updated after leaving Scheduled status.

If a payment was sent via check and is still in Sent status, you may request a check stop.

  1. Email [email protected]

  2. Include the payment details in your request

What happens next

  • RelayDirect will submit the check stop request to the bank

  • There is a 24-hour review period to determine whether the stop was successful

  • If the check stop succeeds, RelayDirect support team will confirm. The broker should then notify the payee not to deposit the check if it arrives by mail

Warning: A stopped check will bounce if deposited. Payees should always be notified by the broker if the broker is requesting a check stop on a payment.

Important notes

Yellow callout suggestion:
​Important: The RelayDirect customer support team cannot create or reissue payments on behalf of brokers.

The RelayDirect team can assist with:

  • Revoking payments

  • Placing payments on hold

  • Requesting check stops

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