1. Navigate to ThryvPay>Scheduled Payments
2. Click on Schedule New
3. Search for your client
4. Enter the total amount to be charged
In this example, we are entering quarterly payments of $300, totaling $1,200
5. Select your payment frequency, in this case Monthly, then click on Next
6. Set a start date for your payment schedule
7. Select the number of occurrences. For quarterly payments, select "Custom Occurences" and enter "4"
8. Set how often you want the payment to repeat. For quarterly payments, select 3 months
9. Give a name to your payment schedule
10. Select from the client's stored payment methods or send them a link to enter their own payment method
11. Review your schedule, and when you're ready click on Charge Now
Note that your customer will not actually be charged until their payment date
Looking for tips from other Thryv users on the best ways to get paid? Ask our User Community!
Comments
0 comments