This section focuses on how to manage, edit and process Invoices & Bookings once you have created them.

First, navigate to the Invoices & Bookings Dashboard by going to Sales>Invoices & Bookings.

The possible Statuses of an Invoices & Bookings are:

• Draft
• Not Yet Due
• Due
• Paid
• Overdue
• Canceled
• Archived

From there you can select the invoice that you want to edit by just clicking on the invoice within the list.

In the sections below we will cover available functions by each invoice & bookings status.

Draft Invoice

A Draft Invoice has not been shared with a client and is fully editable.

Functions available for a Draft Invoice:

• Approve Draft
  • When you click on Approve Draft, you will get the following pop-up confirming that you want to issue the Invoice and whether you want to send an Email to a client.

• • Once you click 'OK,' the invoice is immediately emailed to the client

• For more on the Client Portal experience go to What Can My Clients Do In The Portal?
• View Invoice
  • Allows you to preview what the client will receive.

• Edit
  • Allows you to add or remove line items from the invoice.
• Cancel Invoice
  • Cancels the full invoice and balance due.
• Print
  • Opens a print-friendly format that will allow you to print or save the invoice as PDF. 
• Copy Invoice
  • Creates a duplicate of the invoice. This is perfect if you are issuing very similar invoices to multiple clients. 

Not Yet Due Invoice

A future payment for a contact that is associated with an appointment that is set to happen in the future. The appointment/invoice will change to due on the day of the appointment. 

Due Invoice

A due invoice has been issued and is ready for payment. 

Functions available for an Issued Invoice.

• Take a Payment
  • This action will bring you to this pop up that and you can choose from the following actions: 
    • Send payment link
    • Charge a credit or debit card
    • Record a payment

• Send a payment link
  
  • Need to send a reminder to your clients about an invoice? No problem! Thryv has you covered with a quick and easy way to send a payment link to the client via SMS/text or email!

• Charge
  • Quickly process a credit card payment for the invoice & issue a receipt (optional).

• Record Payment 
  • Record payment an offline payment* through the following methods

• • •  
    • Cash
    • Credit Card
    • Bank Transfer
    • ACH
    • Check
    • Paypal
    • Other
  • If full payment is paid the invoice status will change to Paid.
  • If a partial payment is paid the invoice status remains as Issued.

View Invoice

• • Preview the client's view of the invoice.

Send reminder 

• • • Send a reminder email to the client for a due invoice.

• Copy Invoice 
  • Allows you to copy an estimate, assign to any client and edit after creating a new estimate.
• Edit
  • Allows you to fully edit your invoice including adding/removing items.
• Archive
  • This puts the invoice in historical status and no longer visible in the Invoices & Bookings Dashboard.
• Send to client
• Copy Invoice
• Cancel Invoice

Paid Invoice

A Paid invoice has been fully paid.

Functions available for a Paid Invoice.

• View Payments
  • View all payments made for an invoice.

• View Invoice
  • Allows you to preview what the client will receive.

• Print
• Send to Client
  • Below is the email a client receives.
  • Action the client takes will send them to the Client Portal.
  • For more info on the Client Portal functionality see What Can My Clients Do in the Portal?

• Copy Invoice

Canceled Invoice

A Canceled invoice cannot be acted upon except for historical purposes. Note: Canceling an invoice does not refund the customer. To learn about refunds, see this article. 

Functions available for a Cancelled Invoice.

• View Invoice

• View Invoice
  • Allows you to preview what the client will receive.

• Print
• Archive
  • Archiving an invoice will remove it from your payments summary page.

Archived Invoice

An Archived invoice is removed from the Invoices & Bookings Dashboard.  Only Issued Invoices can be archived.

Functions available for an Archived Invoice.

• Reopen 
  • Reinstate invoice to Issued Status.

*An offline payment is a payment taken outside of Thryv.