Set up recurring billing, installment plans, and membership billing with ThryvPay scheduled payments!  Scheduled payments are an exclusive feature of ThryvPay, and there are many different options to suit your needs. You can spread out the payment of an invoice over multiple scheduled payments. Payments can be scheduled to bill one time, or on a daily, weekly, bi-weekly, monthly, quarterly, or custom basis.

 

Article Contents:

• Create A New Scheduled Payment
• Scheduled Payment Dashboard
• Cancelling A Scheduled Payment
• Change Payment Method for Scheduled Payment

To find scheduled payments, navigate to Sales>Scheduled Payments in the left-hand navigation

 

If you have not signed up for ThryvPay, then the scheduled payments tab will invite you to do so. For a full guide to signing up for ThryvPay, Click Here

If you have been approved for ThryvPay, your scheduled payments will appear

 

 

Create a new scheduled payment

Click on Schedule New in the top left corner.

Start typing in the client's name, and your existing clients will appear in the drop down. Click on the client you would like to schedule the payment for. 

You also can click on Add New Customer to create a client from here this screen. This will allow you to continue with the scheduled payment, and create a new client card in Business Center.

Next, select whether to set a payment amount or schedule payments toward an invoice. To skip to the section about scheduling payments for an invoice, Click Here

Specific Payment Amount

To set a specific payment amount, click on Enter Amount (selected by default)

Next, enter the total for the payment you want to schedule, not the monthly increment. (Unless you are setting the payment schedule to ongoing, in which case you would enter the monthly amount).

Example: To charge a $100/month payment for a 12-month period, enter $1200

Then, select a frequency for the payment schedule and click on Next

From here the process is identical to scheduling payments against an invoice. To skip the section about associating the payment schedule to an invoice, Click Here

Schedule Payment Toward an Invoice

To create a payment schedule for an invoice, click on Select Invoice. Then, click on the drop-down to select one of this customer's open invoices. 

Then, select a frequency for the scheduled payments, and click on Next.

Set Your Payment Schedule

Click on the Calendar icon and select a start date for your payment schedule. This will be the date of the first payment. Once you have seleced a date, click on Next.

Then, select a number of occurrences for the payment schedule. The payment total will divide evenly by the number of occurrences, you can see the payment amount for each occurrence in the right-hand column. You can also select Custom Occurrences to set your own number of occurrences. Once you've made your selection, click on Next

Next, use the drop-down to set the interval between each occurrence. Then click on Next

Next, give a name to this payment schedule. This name will display with the scheduled payment in ThryvPay, but will not be seen by the customer. This can be used to let your team know what product/service the scheduled payment is for or otherwise distinguish it from other payment schedules.

Next select whether to use a saved payment method for this scheduled payment.

• Select Payment Method allows you to select from the customer's saved payment methods
• Send Payment request to email address will send an email to the customer for them to enter their own payment method, which will be saved and automatically used for this payment schedule.

If selecting an existing payment method, the customers saved payment methods will display. Use the radio button to select one. You can also click on +Add New to add a new saved payment method for the customer. Once you have selected a payment method for the payment schedule, click on Next

Finally, you are able to review all details of the payment schedule before creating it. If something seems incorrect, click on Back until you reach the correct screen, and you can correct the information. Once you are satisfied with the details of your payment schedule, click on Charge Now to schedule the payment.

Note: Your customer will not be charged right away unless you scheduled the payment to start today. They will be charged on the first day of the scheduled payment

You will see a confirmation screen indicating that your payment was scheduled successfully.

 

Scheduled Payment Dashboard

To view your dashboard, navigate to Sales>Scheduled Payments  

 

Use the filters at the top to sort your scheduled payments:

Total Paid - total payments received for this year to date

Active (MTD) - payments that have already been received during this month

Upcoming This Month - Payments scheduled for this month that have not yet been received

Needs Attention - A payment did not process

 

Clicking View next to a transaction will display additional details for that payment from the right hand side. You will be able to see the total number of occurrences, payments remaining, next payment and more information. 

 

Cancelling A Scheduled Payment

To cancel a scheduled payment, navigate to that payment schedule from your Scheduled Payment Dashboard, and click View on the right hand side

Click on the tri-dots in the top right and then click Cancel All Schedule. This will cancel all future scheduled payments

Note: This will not refund any previously completed scheduled payments. Those must be refunded individually. If you need help refunding a payment, Click Here

Change Payment Method for Scheduled Payment

To edit a scheduled payment, navigate to that payment schedule from your Scheduled Payment Dashboard, and click View on the right hand side

Click on the tri-dots in the top right and then click Edit Payment Method. 

In the window that appears, select a different saved payment method to use, or click Add New to add a new payment method.

Note: Once saved, a payment method can't be altered. If you need to make changes to an existing payment method, you will need to delete it and re-add it.