Getting paid on time and knowing exactly what has been paid, what is pending and what still needs attention is essential to keeping your business running smoothly. The Payments Received dashboard in Thryv Business Center™ gives you a single place to view all incoming payments, take action on open balances, create invoices and estimates, send payment requests and export payment records for your accounting. Whether you collect payments online through a connected payment gateway or record offline payments like cash and check, the Payments Received dashboard keeps your payment history organized and up to date.

This article covers the following:

• How to Navigate to the Payments Received Dashboard
• How to Read the Payments Received Dashboard Metrics
• How to Filter Payments in the Payments Received Dashboard
• How to Take Bulk Actions on Multiple Payments
• How to Create a New Charge, Invoice, Estimate, or Payment Request
• How to View an Individual Payment Record
• How to Export Payment Records
• How to Access Payments Settings
• Frequently Asked Questions

This article covers the Payments Received dashboard in Thryv Business Center. This article does not cover connecting a payment gateway to your account. To learn how to connect ThryvPay to Thryv Business Center, see Getting Started with ThryvPay. This article does not cover creating or managing coupons. To learn how to create and manage coupons, see Coupons.

How to Navigate to the Payments Received Dashboard

The Payments Received dashboard is located in the Sales section of Thryv Business Center. Click Sales in the left-hand navigation panel. Then click Payments Received in the Sales submenu. The Payments Received dashboard will open and display your payment metrics, payment list, and filtering options.

How to Read the Payments Received Dashboard Metrics

The top of the Payments Received dashboard displays four summary metrics that give you an at-a-glance view of your payment activity. Each metric represents a category of payments in your account. The four metrics displayed are:

• All Payments: The total of all payment records in your account
• Paid: Payments that have been successfully collected
• Cancelled and Refunded: Payments that were cancelled or returned to the client
• Unassigned: Payments that have been received but not yet linked to a client or invoice

Click any of the four metric tiles to filter the payment list below to show only the payments included in that metric. For example, clicking the Paid metric tile will update the payment list to display only payments with a Paid status. Click the All Payments metric tile at any time to return the list to an unfiltered view.

How to Filter Payments in the Payments Received Dashboard

The Payments Received dashboard includes filtering options on the right side of the dashboard that let you narrow the payment list by payment method, status, or client name. Use the payment method filter to display payments by selecting Paid Online, Paid Offline or All. Use the Status filter to display payments matching one of the following statuses: Paid, Canceled, Archived, Incomplete, Refunded or Pending. To filter by a specific client, type the client's name into the client name search field. Filters can be used individually or in combination to narrow the payment list to exactly the records you need.

How to Take Bulk Actions on Multiple Payments

The Payments Received dashboard supports bulk actions, allowing you to update multiple payment records at the same time. To select multiple payments, check the checkbox next to each payment record you want to include in the bulk action. To select all payments currently displayed in the list, check the Select All checkbox at the top of the payment list. Once you have selected the payments you want to update, choose the bulk action to apply. For example, you can filter all open payments for a specific client, select all of those payments, and mark them as Paid in a single action.

How to Create a New Charge, Invoice, Estimate, or Payment Request

The New button on the Payments Received dashboard gives you access to five actions for creating payment activity. Click New at the top of the Payments Received dashboard to display the following options:

• Charge: Process a credit card charge directly from the Payments Received dashboard for a client who is present or whose card details are on file.
• Record Payment : Log a payment that was collected offline, such as cash or check, so that your payment history in Thryv Business Center stays accurate without requiring an online transaction.
• Invoice: Create a new invoice for a specific client. The invoice can be sent to the client immediately or saved as a draft to send later. You can also add additional recipients to the invoice using the Cc field.
• Estimate: Create a new estimate for a specific client to outline the expected cost of services before work begins.
• Send Payment Link: Send one or multiple clients an email containing a payment request with an option to pay online. When creating a payment link, you can customize the message content, the payment amount, and the description of what the payment is for.

How to View an Individual Payment Record

To view the full details of a specific payment, click the payment record in the payment list on the Payments Received dashboard. The individual payment record will open and display the full payment details, including the client name, payment amount, payment date, payment status and any associated invoice or estimate. From an individual payment record, you can take actions specific to that payment, such as issuing a refund or updating the payment status.

How to Export Payment Records

The Payments Received dashboard includes an Export option that lets you download payment data for use in accounting or reporting outside of Thryv Business Center. Click Export at the top of the Payments Received dashboard to open the export configuration options. Payment records can be exported in CSV format or Excel format. When configuring the export, select the columns you want to include in the export file. If you select custom columns, a checkbox will appear allowing you to include tax fields in the export. Tax fields are included automatically when you choose to export all columns.

How to Access Payments Settings

The Payments Settings page is where you configure how payments work for your business and your clients. Click Settings at the top of the Payments Received dashboard to open the Payments Settings page. The Payments Settings page includes the following configuration options:

• Enabling online payments so clients can pay invoices and estimates using a credit card
• Connecting a merchant account (ThryvPay, Braintree, or Stripe) to receive online payments
• Setting up late payment reminders for clients with overdue balances
• Configuring new payment notifications so you are alerted when a payment is received
• Choosing which platform collects your payment processing fees
• Customizing your payment form to match your brand preferences
• Configuring client payment policies

Frequently Asked Questions

Can I track payments without connecting a payment gateway?

Yes. You can use the Payments Received dashboard in Thryv Business Center without connecting ThryvPay, Square, Braintree or Stripe. Without a connected payment gateway, you can still record offline payments such as cash and check using the Record Payment option. However, processing credit card payments online requires a connected payment gateway.

Does Thryv charge commissions or fees on payments collected through the Payments Received dashboard?

Thryv does not charge commissions or additional fees on payments collected through the Payments Received dashboard. You pay only the processing fees set by your connected payment gateway: ThryvPay, Square, Braintree or Stripe. Thryv does not access or hold any funds collected on your behalf.

How secure are online payments collected through Thryv Business Center?

Online payments collected through Thryv Business Center are processed by your connected payment gateway: ThryvPay, Square, Braintree or Stripe. Each of these platforms uses industry-standard encryption and security protocols for credit card processing. Thryv Business Center does not store client credit card details directly.

Can I add taxes, discounts, payment terms, and a due date to an invoice?

Yes. Invoices created in Thryv Business Center are fully customizable. You can add taxes, discounts, payment terms and a due date when creating or editing an invoice. You can also add your business logo and address. Thryv Business Center invoices are compliant with U.S. and European Union invoicing requirements.

Can staff members collect payments into their own payment gateway accounts?

No. All payments collected online through Thryv Business Center are deposited into the payment gateway account connected by the account administrator. Individual staff members cannot connect separate payment gateway accounts to receive payments independently.

What is an Unassigned payment?

An Unassigned payment is a payment that has been received in Thryv Business Center but has not yet been linked to a specific client or invoice. Unassigned payments appear in the Unassigned metric tile at the top of the Payments Received dashboard. To assign an unassigned payment, open the individual payment record by clicking the payment in the list and link the payment to the appropriate client or invoice.

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