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Collect, Track and Review your Payments
Never miss a payment! Manage and get an instant overview of all your business transactions in one place:
- Generate and send invoices, quotes, and receipts to your clients
- Allow your clients to securely pay online by credit card or ACH- Even from their mobile!
- Receive your payments directly to your bank account*
- Filter payments according to various parameters
- Add additional recipients (CC) to sent invoices
- Generate and export detailed reporting
Sales/Payments Page Overview
Select the Sales option from the left navigation pane to access the Payments summary page
Billing & Invoicing Overview
Payments Received Overview
Upper Menu Options
The menu is located at the top of your business transaction overview and contains the following options:
The first button is your "Export" Button, which will export your Payments Report:
Download a customized payments report for a specific date range.
All - Export all available data related to the transactions (including tags you have associated with each client)
Filtered – The report will be generated according to the filters you have applied on the payments summary page (Status, Payment Source, Payment Type)
Format - Choose the file format the report will be generated.
Columns - Choose which client information will be included in the report. The options are taken from the client CRM fields.
Note: If you want to make sure taxes are included in your report, make sure the checkbox saying "Add Tax Breakdown Fields' is checked
The second button will take you to your Payments Settings:
The Payments Settings page is where your payment preferences can be configured. Among the configuration options you’ll find:
- Enable online payment options for your clients
- Connect your merchant account where funds will be deposited when your clients pay online
- Late payment reminders
- New payment notifications
- Choose which platform you want to collect your fees with
- Customization of your payment form to your brand and preferences
- Configuration of your client’s policies
Clicking on this button from the Estimates, Billing & Invoicing or Payments Received tabs will open the following options:
This will allow you to charge a client with their credit card, manually.
This will allow you to create an estimate for a customer:
For more on estimates, see the following article.
This will allow you to send an invoice to a selected recipient.
For questions on sending an invoice, see this article.
This allows you to record a payment inside Thryv. Keep your books up-to-date with this feature, no matter where payments are made.
Payment Option View:
Send Payment Link
Send one or multiple clients an email containing a payment request with an option to pay online. You can customize the content of the message, the amount to pay, and what the payment is for.
Note: You also have the option to change the action to another client portal link. Simply click the "Change Action" button.
Select - Only Available Under the "Invoices & Bookings" Panel.
Select (or deselect) multiple payments to take bulk actions. For example, you can filter all open payments for a specific client, select All and Mark them as Paid.
Filtering Estimates, Invoices & Payments Received
Filter and sort payments to easily review your revenues.
Filter based on the payment Status, Source or Type and even a specific client.
Sort the information based on creation date, payment date and more.
Payments Summary Display
An overview of the status of your payments.
The main payments box contains an overview of All Payments, Paid and Cancelled and Refunded Payments
All: Displays the total amount of all payments, whether they were paid or cancelled/refunded
Paid: Displays only the payments that were paid and not cancelled or refunded
Cancelled and Refunded: Displays the total amount of payments that were either cancelled or refunded
Q: Can I collect payments with my own online payment gateway?
A: You can only connect and collect payments with either ThryvPay, Stripe or Square.
Q: Are there any commissions or fees when collecting payments online?
A: We do not collect commissions or fees - you only pay the fees requested from your ThryvPay, Stripe or Square account is set to pay when receiving payments. We will never have access or hold any funds collected on your behalf.
Q: How secure is the online payment option?
A: We use ThryvPay, Stripe or Square to collect payments from your clients. It means we rely on the most secure platforms in the world to process credit cards.
Q: Can I set taxes, discounts, payment terms and due dates when creating a new invoice?
A: Yes. the invoicing option is fully customizable (U.S. & European Union compliant). You can also add your logo and address.
Q: Will staff members be able to collect payments to their own ThryvPay, Stripe or Square account?
A: No. All payments collected online will be deposited at the admin’s ThryvPay, Stripe or Square account.
Still have questions about managing payments? Join us in our Community and get in on the conversation!