Connecting a payment processor and configuring your invoice settings in Thryv Business Center™ ensures your clients can pay online and that every invoice and estimate is sent exactly the way your business needs it. Setting up your billing schedule and delivery method (email, SMS, or both) upfront means less manual follow-up and a more consistent, professional payment experience for your clients.

What This Video Covers

This video walks you through how to connect a payment processor to Thryv Business Center and configure your invoice and estimate settings, including how to set your billing schedule and select the delivery method for invoices and estimates, email, SMS, or both. It does not cover creating or sending individual invoices or estimates. For those workflows, refer to the related invoices and estimates articles in this section.

How to Use This Video

Watch the full video below to follow along with the payment and invoice settings walkthrough. To get started, click Settings in the left-hand navigation of your Thryv Business Center account, then click Payments. After setting your billing schedule, click Done. Then select your preferred invoice delivery method by clicking the dropdown and checking the boxes for Email, SMS, or both.