Requesting a deposit when you send an estimate protects your business by securing a financial commitment from your client before work begins. Thryv Business Center™ lets you add a deposit request directly to an estimate, so your client can approve the estimate and pay the deposit in one seamless step either through the client portal or processed on their behalf from inside your Thryv Business Center account. Once the deposit is paid, the estimate status updates automatically to reflect the approval and the amount collected.

What This Video Covers

This video walks you through how to create an estimate with a deposit request in Thryv Business Center, including how to add the deposit to the estimate, how a Thryv user can approve the estimate and collect the deposit payment from inside Thryv Business Center, and how a client can approve the estimate and make the deposit payment through the client portal. It does not cover creating a standard estimate without a deposit or converting an estimate to an invoice. For those workflows, refer to the related estimates articles in this section.

How to Use This Video

Watch the full video below to follow along with the deposit estimate walkthrough. Once the deposit is collected, the estimate status will update to Approved and display the amount of the deposit paid directly on the estimate record in your Thryv Business Center account.