Why Managing Payments in One Place Keeps Your Business Running

Chasing down payments, manually recording offline transactions, and losing track of overdue balances costs you time and money. The Payments Received section in Thryv Business Center™ gives you a single place to manage every transaction — whether it was paid online, recorded manually, or still outstanding. From here you can issue refunds, resend receipts, filter your payment history, and record payments for items not on your service menu, all without switching tools.

Use the Payments Received section to:

• Generate and send invoices and receipts — Create and deliver payment documents to clients directly from Thryv Business Center.

• Accept online payments securely — Allow clients to pay by credit card online or from their mobile device via a payment button or link.

• Record offline payments — Keep a complete payment history by logging payments that were collected outside of Thryv Business Center.

• Issue refunds and resend receipts — Manage post-payment actions for completed transactions directly from the payment record.

• Filter and export payment reports — Sort your payment history by date or status and export detailed reports for your records.

To access Payments Received, click Sales in the left-hand navigation of Thryv Business Center, then click Payments Received. The Payments Received screen displays all payment records for your account. Click any payment record in the list to open the detail view for that payment.

The screenshot above shows the Payments Received screen in Thryv Business Center. Each payment record in the list displays the client name, payment amount, payment date, and current payment status. Click any payment record row to open the full detail view for that payment. The Payments Received screen does not display estimates or draft invoices — only completed or recorded payment transactions appear here.

Understanding Payment Statuses

Every payment record in Thryv Business Center is assigned a status that reflects the current state of that transaction. The available payment statuses are Paid, Canceled, Archived, Incomplete, and Refunded. The actions available for a payment record depend on the status assigned to that payment. Each status is described in the sections below.

Paid Status: What You Can Do After a Payment Is Completed

A payment record with Paid status has been fully collected. The full payment amount has been received and the transaction is complete. To access the actions available for a Paid payment, open the payment record from the Payments Received screen.

The screenshot above shows a payment detail view with Paid status. The client name, payment amount, and payment date are displayed at the top of the record. The available action buttons for a Paid status payment are shown below the payment details. A Paid status payment does not allow editing of the payment amount — to reverse a Paid payment, use the Refund action described below.

The following actions are available for a Paid status payment:

View Receipt

Click View Receipt to open the receipt for the completed payment. The receipt displays the payment details including the items paid for, the total amount, the payment date, and your business information.

The screenshot above shows a payment receipt in Thryv Business Center. The receipt displays the business name and contact information at the top, followed by the client name, an itemized list of the payments included, the total amount paid, and the payment date. The receipt does not include unpaid items or outstanding balances — it reflects only the completed transaction.

Resend Receipt

Click Resend Receipt to send the payment receipt to your client again. Thryv Business Center sends a Payment Received email with the receipt attached to the client's email address on file. Use the Resend Receipt action if a client did not receive the original receipt or has requested a copy.

The screenshot above shows the Resend Receipt confirmation screen. The client email address the receipt will be sent to is displayed for confirmation. Click the confirmation button to send the receipt. The Resend Receipt action sends the receipt to the email address currently on file for the client — it does not allow you to enter a different email address on this screen.

Refund

Click Refund to mark a completed payment as refunded. After clicking Refund, a confirmation screen appears based on the method of payment used for the original transaction. The confirmation screen provides instructions for processing the refund based on how the payment was collected. After the refund is confirmed, the client receives a refund notification by email. If the refund is for less than the full payment amount, the payment status updates to Partially Refunded instead of Refunded.

The screenshot above shows the Refund confirmation screen. The original payment amount is displayed at the top of the screen. A field is provided to enter the refund amount, which can be equal to or less than the original payment amount. Instructions for processing the refund based on the payment method are shown below the amount field. If the refund amount entered is less than the full payment amount, the payment status will update to Partially Refunded after the refund is confirmed.

Canceled Status: What You Can Do with a Canceled Payment

Archived Status: What You Can Do with an Archived Payment

Incomplete Status: What You Can Do with an Incomplete Payment

Refunded Status: What You Can Do with a Refunded Payment

How to Record a Payment with a Specific Date

When recording a new payment in Thryv Business Center, you can specify the exact date the payment was collected. Use the Paid On field when recording a new payment to enter the date the payment was actually received. This is useful when you collect a payment outside of Thryv Business Center and need to record it later with the correct date rather than the date of entry.

The screenshot above shows the Record Payment screen with the Paid On date field visible. The date field allows you to enter any past date as the recorded payment date. The payment amount and payment method fields are also shown. The Paid On field does not accept future dates — it is intended for recording payments that have already been collected.

How to Record a Payment for an Item Not on Your Service Menu

When recording a new payment, you can add billable items that do not appear in your service menu. This allows you to record a payment for any item that was invoiced but is not part of your standard service list. You also have the option to automatically include all currently outstanding payments in the same payment record. To add a billable item when recording a payment, open the Record Payment screen and use the item field to search for or enter the item you want to include.

The screenshot above shows the Record Payment screen with the item search field visible. The field allows you to search for and add billable items that are not listed in your service menu. A checkbox option to automatically include all currently outstanding payments is shown below the item field. Billable items added through this screen are available on invoices only — they are not added to your service menu permanently.

How to Filter Your Payment Records

The Payments Received screen includes filter options that let you narrow your payment list by date range or payment status. Use the filters to find specific payments quickly without scrolling through your full payment history. The filter panel appears on the right-hand side of the Payments Received screen.

The screenshot above shows the filter panel on the right side of the Payments Received screen. Filter options are displayed for creation date range and payment status. Selecting a date range shows only payment records created within those dates. Selecting a payment status shows only records with that status. The filter panel does not include filters by client name or payment amount — use the search function on the Payments Received screen to find payments by client name.

Frequently Asked Questions

What does this article cover?

This article covers how to manage payment records in the Payments Received section of Thryv Business Center, including the actions available for each payment status, how to record payments with a specific date, how to record payments for items not on your service menu, and how to filter your payment history. This article does not cover how to create or send invoices — for invoice instructions, see your invoicing guide. This article does not cover setting up a payment processor — to connect a payment gateway to Thryv Business Center, see The Invoices and Bookings Dashboard.

What is the difference between a Refunded and a Partially Refunded payment status?

A Refunded status means the full amount of the original payment has been returned to the client. A Partially Refunded status means a refund was issued for less than the full payment amount — the client received a partial refund and the remaining balance was retained. The payment status updates automatically based on the refund amount entered on the Refund confirmation screen.

Will the client receive a notification when I issue a refund?

Yes. When you confirm a refund in Thryv Business Center, the client automatically receives a refund notification by email. The notification is sent to the email address currently on file for the client. Thryv Business Center sends the refund notification automatically — no additional steps are required to notify the client.

Can I record a payment for a date in the past?

Yes. When recording a new payment, use the Paid On field to enter the date the payment was actually collected. The Paid On field accepts any past date, allowing you to accurately record payments that were collected outside of Thryv Business Center at an earlier date.