This article covers how to use the Checkout feature in Thryv® Business Center™, including how to initiate a checkout, add services and products, add custom items, edit item prices, charge a customer, and view transaction history. This article does not cover creating invoices or estimates. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

Why Use Checkout to Collect Payments in Thryv Business Center

When a client is ready to pay on the spot for multiple items, sending an invoice adds unnecessary steps to a simple transaction. The Checkout feature in Thryv Business Center lets you collect payment for multiple services and products in a single transaction without creating an estimate or invoice first. You can charge the customer's credit card immediately, record a cash or check payment, or send a payment link by SMS or email for the customer to pay on their own device. Completed checkout transactions are recorded as Sales in your Billing and Invoice Dashboard, giving you a complete transaction history alongside your invoices.

How to Initiate a Checkout in Thryv Business Center

To access Checkout, select the Sales tab in the left-hand navigation of your Thryv Business Center account. Then select Checkout.

The screenshot above shows the Sales tab navigation in Thryv Business Center with the Checkout option visible in the menu. Selecting Checkout opens the checkout screen where a client is selected and items are added to the transaction.

To begin a checkout, select Select Client and choose the client for the transaction from the window that appears.

The screenshot above shows the Checkout screen in Thryv Business Center with the Select Client button visible. Selecting this button opens the client selector window. A client must be selected before items can be added to the checkout.

The screenshot above shows the client selector window in the Thryv Business Center Checkout screen. The window displays a searchable list of existing clients. Selecting a client from this list assigns the checkout transaction to that client's account.

How to Add Services and Products to a Checkout

After selecting a client, add items to the checkout from your saved services and products. Items are sorted into two tabs at the top of the checkout window — Services and Products. Select either tab to display the items in that category. To update the services and products available in Checkout, select Settings in the left-hand navigation, then select My Services or My Products.

To add an item to the checkout, hover over the item and select Add. To add multiple instances of the same item, select Add once for each instance needed.

The screenshot above shows the Checkout item selection screen in Thryv Business Center. The Services and Products tabs appear at the top of the screen. The Add button appears when hovering over an item in the list. Items added to the checkout appear on the right side of the screen below the selected client.

How to Remove or Edit Items in a Checkout

Items added to the checkout appear on the right side of the checkout screen below the selected client. To remove an item, hover over the item and select the X icon. If multiple instances of the same item were added, each instance must be removed individually.

The screenshot above shows the item list on the right side of the Checkout screen in Thryv Business Center. Each item added to the checkout is listed with its name and price. The X icon appears when hovering over an item and removes that item from the checkout when selected.

To edit the price of an item — for example to apply a discount — hover over the item and select the pencil icon. In the window that appears, enter the new price for the item and select Save.

The screenshot above shows the pencil icon that appears when hovering over a checkout item in Thryv Business Center. Selecting the pencil icon opens the price editing window for that item.

The screenshot above shows the price editing window in the Thryv Business Center Checkout screen. The window displays a field to enter the new price for the item. Selecting Save applies the updated price to the item in the checkout and closes the editing window.

How to Add a Custom Item to a Checkout

To add an item to a checkout that is not in your saved services or products list, select Custom Item in the Checkout screen. In the window that appears, enter the required information for the custom item. The following fields are required:

• Name

• Price

• Quantity

The following optional fields are also available for custom items:

• Description — Enter a description manually in the field provided, or select the magic wand icon to have ThryvAI generate a description based on the item name entered.

• Tax — Use the tax dropdown menu to apply a saved tax rate to the custom item. To manage saved tax rates, select Settings in the left-hand navigation, then select Payments, then select Taxes.

• Save for future use — Check the box next to Save this item to your products list for future use to add the custom item to your saved products list so it is available in future checkout transactions.

The screenshot above shows the Custom Item button in the Thryv Business Center Checkout screen. Selecting Custom Item opens the custom item entry window where the item name, price, and quantity are entered.

The screenshot above shows the custom item entry window in the Thryv Business Center Checkout screen. The window displays the required Name, Price, and Quantity fields. The optional Description field includes a magic wand icon for ThryvAI-generated descriptions. The tax dropdown and the Save for future use checkbox appear below the description field.

How to Charge a Customer at Checkout

When all items are added and the checkout is ready, select Checkout in the bottom right corner of the screen. Three payment methods are available:

The screenshot above shows the payment method options in the Thryv Business Center Checkout screen. Three payment method buttons appear after selecting Checkout — Charge Card, Record Payment, and Send Payment Link. Select the payment method that matches how the customer is paying.

Charge Card — Process a Credit Card Payment

Selecting Charge Card processes the payment through your connected payment processor. If the client does not have a saved card on file, enter the card details in the fields provided. To save the card on file for future transactions, check the box to save the card before completing the payment. For more information about connecting a payment processor, see how to connect a payment processor to Thryv Business Center.

The screenshot above shows the Charge Card payment screen in the Thryv Business Center Checkout. The screen displays fields for entering credit card details and a checkbox to save the card on file for future transactions. If the client already has a card saved on file, the saved card details are displayed automatically and new card details do not need to be entered.

Record Payment — Record a Cash or Check Payment

Selecting Record Payment records a payment for the transaction that was collected outside of Thryv Business Center. Use the Payment received via dropdown to select the payment method used — such as cash or check. An optional tip can also be added to the transaction. Tips in Record Payment are always presented as a percentage — select a preset percentage from the dropdown or enter a custom percentage. Select Record to save the payment and complete the checkout.

The screenshot above shows the Record Payment screen in the Thryv Business Center Checkout. The screen displays the Payment received via dropdown, the optional tip percentage field, and the Record button. Record Payment does not process a payment through a payment processor — it records that the payment was collected by another method outside of Thryv Business Center.

Send Payment Link — Send the Customer a Link to Pay Online

Selecting Send Payment Link automatically generates a payment link for the transaction and sends it to the customer. Select whether to send the payment link by SMS or Email, then select Send. The customer will receive the payment link and can enter their payment information and complete the payment on their own device.

The screenshot above shows the Send Payment Link screen in the Thryv Business Center Checkout. The screen displays the SMS and Email delivery options and the Send button. After the payment link is sent, the checkout transaction is created with a status of Due and remains in that status until the customer completes the payment.

How to View and Manage Checkout Transaction History

When a checkout is completed, a Sale is created for the client in Thryv Business Center. Sales appear in the Billing and Invoice Dashboard alongside invoices. To filter the Billing and Invoice Dashboard to display only checkout transactions, select the Type filter and check the box for Sales.

The screenshot above shows the Billing and Invoice Dashboard in Thryv Business Center with a completed checkout transaction recorded as a Sale. The Sale entry appears in the same list as invoice entries. The Type filter at the top of the dashboard can be used to show only Sales entries.

For checkout transactions where a payment link was sent, the Sale will always display a status of Due until the customer completes the payment. From a Due sale, you can take a payment using Charge Card or Record Payment, resend the payment link, or select a different delivery method (SMS or email) for the resent link. To cancel a checkout transaction, select Cancel Sale.

The screenshot above shows a checkout Sale detail view in the Thryv Business Center Billing and Invoice Dashboard with a Due status. The screen displays the available options for a Due sale — Charge Card, Record Payment, Send Payment Link, and Cancel Sale. The Cancel Sale option permanently cancels the checkout transaction.

The screenshot above shows the Type filter dropdown in the Thryv Business Center Billing and Invoice Dashboard with the Sales checkbox selected. When the Sales filter is active, the dashboard displays only checkout transactions and hides invoices and other transaction types.

Frequently Asked Questions

What does this article cover?

This article covers how to use the Checkout feature in Thryv Business Center, including how to initiate a checkout, add services and products, add custom items, edit item prices, charge a customer, and view transaction history. This article does not cover creating invoices or estimates. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

When is a checkout payment considered Due and can it become Overdue?

A checkout payment is assigned a status of Due immediately when the checkout is created. Checkout transactions remain in Due status and do not transition to Overdue status — the Due status applies until the payment is completed or the sale is cancelled.

What should I do if I selected the wrong client for a checkout?

If the wrong client is selected for a checkout, refresh the page and start the checkout transaction again. The client selection cannot be changed after the checkout screen has loaded with a client assigned.

Does adding a service to a checkout create a calendar appointment?

No. Adding a service to a checkout creates a charge on the checkout transaction only. A calendar appointment is not created. To schedule an appointment and collect payment at the same time, create an appointment through the Calendar or Inbox and process the payment from the appointment record.

Can I apply a checkout payment to an existing invoice?

No. A checkout payment is a separate transaction and cannot be applied to an invoice. To associate a payment with an invoice, take the payment directly from the invoice or record a miscellaneous payment on the invoice.

Do I need a connected payment processor to use Checkout?

A connected payment processor is required only if you want to use the Charge Card payment method. The Record Payment method does not require a connected payment processor — it records a payment collected outside of Thryv Business Center. To connect a payment processor to Thryv Business Center, see how to connect a payment processor to Thryv Business Center.