Sales
- Get your estimates, invoices & bookings out to your clients faster and most importantly get paid faster with Thryv Mobile Sales capabilities.
- Take action on your estimates, invoices & bookings
- For more info visit our Sales articles.
Create an Invoice on Mobile
See our helpful video below:
- Select Send Invoice
- Select New Invoice
- Choose your Contact or Add a new Contact by choosing the + button
- You have the option to change the invoice number in the Invoice Label field
- Add Items (these would be added under your Settings>My Services function in Thryv.)
- You have the option to ask your client to pay online or even pay partially. Just check which box you prefer. (Note: Allow clients to pay online is checked by default.)
- Save as Draft or Send immediately!
Create an Estimate on Mobile
See our helpful video below:
- Select Send Invoice
- Select New Estimate
- Choose your Contact or Add a new Contact by choosing the + button
- You have the option to change the estimate number in the Estimate Number field
- Add Items (these would be added under your Settings>My Services function in Thryv Desktop.)
- You have the option to ask your client to pay online or even pay partially. Just check which box you prefer. (Note: Allow clients to pay online is checked by default.)
- Save as Draft or Send immediately!
Interested in utilizing your quick-pay feature? See this article.
Do you have some great ideas or maybe even some questions about using this feature in Thryv? Join in the conversation happening in our Community or send us an email at support@thryv.com
