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.
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 Client 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 Thryv.
If the client selected has any open invoices, they will appear in the drop down. To associate this scheduled payment with an invoice, select it from the drop-down. Note that only one invoice can be selected at a time. If you would like to schedule payments for multiple invoices, you will need to create multiple payment schedules that can be managed individually.
If you only 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 package
Once the invoice is selected, the amount due will be automatically populated in the scheduled payment amount field.
Choose the frequency, one time, daily, weekly, monthly, or a custom timeframe.
- If you select “custom” you will be able to schedule multiple installments by clicking Save and then Add New after each installment. Enter the details for the payment amount and the date the payment will apply. Repeat this step for each payment
If you did not associate the scheduled payment with an invoice, enter the total amount you will be scheduling. In other words, this amount should be the sum of all payments in this schedule. Once you have entered the information for the payment schedule, click on Next
Select from the saved payment methods for this client, or add a new one, by clicking Add New
Note: The only payment method available for scheduled payments is by credit card. Scheduled payments through ACH are not available
When you see this success screen, your payment is now scheduled!
Scheduled Payment Dashboard
To view your dashboard, navigate to Sales>Scheduled Payment
Use the filters at the top to sort your scheduled payments by All, Active, Completed, or Need Your Attention
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.
To see upcoming payments, click on View and a new pane will appear from the right hand side
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.