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Estimated reading time: 2 minutes, 30 seconds |
Set up recurring billing, installment plans, and membership billing with ThryvPay scheduled payments!
Scheduled Payment guidelines:
- Scheduled Payments are only available if you have an active ThryvPay payment connection.
- Scheduled Payments can be applied to invoices or direct charges
- Scheduled payments can be customized to bill one time, daily, weekly, bi-weekly, monthly, quarterly, or custom
- Scheduled payments can be customized to handle recurring billing, installment plans, and memberships
Types of Scheduled Payments:
Recurring | Installment | Membership |
Automatically charge customers the same amount every, year, quarter, month or week, day | Allow customers to make payment installments over time. Or use installments to allow for deposits |
Manage and track membership billing |
If you have not signed up for ThryvPay, then the scheduled payments tab will invite you to do so. | If you have been approved for ThryvPay, you will be navigated to the scheduled payments. |
Prior to ThrvyPay sign up | Once approved for ThryvPay |
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To see the steps on how to sign up for Thryv Pay Click here for the ThryvPay Onboarding Job Aid.
Create a new scheduled payment
Select on the Add New.
- Start typing in the client name or add a new client
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Select the correct client
- Add new client if not found
- Select the associated open invoice from the drop-down if available or you may skip this step if there is are no invoices.
- Just want to apply a scheduled payment as a charge without an invoice? Select Skip.
- Just want to apply a scheduled payment as a charge without an invoice? Select Skip.
- If one of your invoices is for a package you have available, you will be able to schedule the payments for that membership package
- Once you select the invoice you may schedule a new payment. If you selected an invoice that amount will be populated in the scheduled payment amount field. If you didn’t select an invoice to apply this payment to, you will have to key the amount manually. Enter the date and if you want the scheduled payment to repeat, and if so how often.
- Choose the frequency, one time, daily, weekly, monthly, or a custom timeframe. If you select “custom” you will be able to schedule multiple installments
- Schedule installments payments. Enter the details for the payment amount and the date the payment will apply. Click the +add field to add additional payments.
- Click Save
- Select the payment type if there is a card on file or ACH on file, or add new payment type
- If entering a new payment type, select credit card or checking account tab and complete the information.
- NOTE: If you want to save this new payment type click the “save this payment method” checkbox at the bottom before clicking next
- Success screen, your payment is now scheduled
- Once you have scheduled a payment the “Sales>Scheduled Payment” tab will change to your scheduled payment reporting dashboard.
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- Scheduled Payment reporting includes:
- Scheduled payment dropdown – active, completed, failed, canceled
- Customer name (cardholder name)
- Payment amount
- Status: active (pending), completed, failed, canceled
- Last payment date and time
- Next payment date and time
- Edit or cancel payment
- Add new payment
- Scheduled Payment reporting includes:
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- Clicking on the transaction line will drop additional details for that payment
- You are able to see the customer's email address, phone number, address, and zip code if supplied on the client card. You will also see the total amount for the transaction, the amount collected to date, and the amount still due.
Schedule Payments with Thryv