Staying on top of your outstanding invoices is critical to maintaining healthy cash flow. The invoice dashboard in Thryv Business Center™ gives you a centralized view of all your invoices and their current statuses, so you can quickly identify which invoices need attention and take action without opening each record individually. Having all of your invoice management tools in one place means less time spent on administrative tasks and more time focused on your business.
What This Video Covers
This video walks you through how to navigate and use the invoice dashboard in Thryv Business Center, including a breakdown of the statuses an invoice can be in and the actions available for each invoice, including how to take a payment, view a PDF version, send a payment reminder to the client, and use the three-dot menu to edit, archive, copy, or cancel an invoice. It does not cover creating a new invoice or setting up payment processors. For those workflows, refer to the related invoices and payments articles in this section.
How to Use This Video
Watch the full video below to follow along with the invoice dashboard walkthrough. To get started, navigate to the invoice dashboard in your Thryv Business Center account. To access additional invoice actions, click the three-dot menu (⋮) on any invoice to edit, archive, copy, or cancel it.
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