Introducing a faster way to pay for multiple items at once without the need for an invoice with checkout! By using checkout, you can take one payment for a customer for multiple items on the spot, without the need to send an estimate or invoice. Your customer can pay right away with their credit card, you can record a cash or check payment, or send a payment link to your customer instantly.

Initiating a Checkout

Checkout can be found under the Sales tab

To get started, first select a client for this purchase, click on Select Client

Then, select your client from the window that appears.

Now that the client is selected, we are ready to add items to this order. At the top of this window, your items will be sorted into Services and Products. Toggle between these sections to display these items. Remember, you can change these in Settings>My Services/Products. 

To add an item to your checkout, over over the item and click on Add. To add multiple instances of an item, click on Add multiple times.

Once items are added to your checkout, they will appear on the right hand side below the client. To remove an item, hover over it and click on the X icon. If you have added multiple instances of an item, they will need to be deleted individually.

To edit the price of an item, for example to provide a discount, hover over the item and click on the pencil icon. 

In the window that appears, enter a new price for the item, then click on Save.

Adding Custom Items

You can also add an item to your checkout that is not in your products/services. To do so, click on Custom Item

In the window that appears, enter the information about your custom item. The required fields for a custom item are:

• Name
• Price
• Quantity

In addition, you can add a description to this item in the field provided, or click the magic wand icon to have ThryvAI create a description based on the name entered. 

Use the tax drop-down to add a saved tax to this item. You can edit your saved taxes under Settings>Payments>Taxes

To save this item for future use, check the box next to Save this item to your products list for future use. 

Charging Your Customer

When you are ready to charge your customer, click on Checkout in the bottom right corner, and then select a method to charge.

Charge Card - will process a payment through your connected payment processor 

If the customer does not have a saved card on file, you can enter a card for them here. If you wish to save this card on file for future transactions, check the box available to do so.

Record Payment - record a payment for this transaction, taken outside of Thryv Business Center. Use the Payment received via drop-down to select a payment method. As an optional step, you can add a tip to this transaction. Tips in this context are always presented as a percentage. Select a percentage from the drop-down or enter a custom percentage. When finished click Record to record the payment and complete this checkout.

Send Payment Link - this will automatically create and send a payment link for this transaction and send to your customer. Select whether to send by SMS or email, and click on Send. When your customer receives the link, they will be able to enter their payment information and pay on their own.

Transaction History

When a checkout is completed, this will create a Sale for this client. A sale will show up on your Billing & Invoice Dashboard, in the same way as an invoice.

When you return to a sale where a payment link was sent (these will always appear as Due), you will still have the option to take a payment by the other methods above or resend the payment link. Note that you can choose a different method (SMS or email) than the initial payment link. To cancel this sale click on Cancel Sale.

To filter your dashboard to only show checkout transactions, click the type filter, and check the box for Sales

FAQ

When is a checkout payment considered "Due"? Is it ever "Overdue"?

A checkout payment is considered Due immediately when created. It will always be in this status and isn't considered Overdue.

What if I select the wrong client for checkout?

If the wrong client is selected, refresh the page and start your transaction again.

Does adding a service to a checkout also create an event on the calendar?

No, adding a service to a checkout will only create a charge on the checkout. 

Can I apply a checkout payment to an Invoice?

No, a checkout payment is a separate event. If you need to associate a payment to an invoice, either take the payment from the invoice or associate a miscellaneous payment. 

Do I need to have a payment processor connected to use checkout?

Not necessarily, you'll just need to make sure you're taking the payment outside of Thryv. If you would like to streamline the process and connect a payment processor, take a look at the choices here.