Why Customizing Your Invoice and Estimate Settings Matters

Every estimate and invoice you send is a reflection of your business. When your business information, branding, and terms appear correctly on every document, you look professional and build client trust before the work even begins. Setting up your Invoice and Estimate preferences once means every document you send automatically includes the right details — your business name, billing address, tax rates, and terms — without having to re-enter anything each time.

Use the Invoice and Estimate Settings in Thryv Business Center™ to:

• Make your documents look professional — Add your business name, address, phone number, website, and tax ID to the header of every invoice, estimate, and receipt automatically.

• Control what client information appears on documents — Customize the Bill To section to show exactly the contact and job fields that matter most to your business.

• Protect your business with terms and conditions — Add your business terms and conditions once so they appear on the bottom of every estimate you send.

• Apply the correct tax rates automatically — Set up your tax types and rates so the correct amounts calculate and display on every invoice and estimate without manual entry.

To access Invoice and Estimate Settings, click Settings in the left-hand navigation of Thryv Business Center. Then click Payments, then click Invoice & Estimates to open the settings screen.

How to Set Up Your Business Information on Invoices and Estimates

The Business Information section controls what appears in the header of every invoice, estimate, and receipt you send. Enter your business details in the fields provided. The information you add here displays automatically at the top of every document without requiring you to enter it each time. Add the following details to your Business Information section:

• Business name

• Billing address

• Phone number

• Website URL

• Tax ID number

The screenshot above shows the Business Information section of the Invoice and Estimate Settings screen. Input fields are displayed for business name, billing address, phone number, website URL, and tax ID. The information entered in these fields appears in the header of every invoice, estimate, and receipt sent from Thryv Business Center. The Business Information section does not include logo or branding color settings — those are managed in your account branding settings.

How to Customize the Bill To Section on Your Documents

The Custom To Section controls what client and job information appears in the Bill To area of your invoices and estimates. You can choose which contact fields and job fields display in the Bill To section, and set the order in which they appear. Customizing the Bill To section ensures that each document shows the most relevant client details for your business without displaying unnecessary information.

The screenshot above shows the Custom To Section of the Invoice and Estimate Settings screen. The left side of the section displays the contact fields currently selected for the Bill To area. The right side displays the job fields selected to appear next to the Bill To information. Each field row has a drag handle on the left for reordering and a trash icon on the right for removal. The Custom To Section does not control the business header information — that is managed in the Business Information section.

Use the following controls to manage the fields in the Bill To section:

• To add a field — Click Add Contact Fields to add a client contact field, or click Add Job Fields to add a job-related field. A list of available fields appears for you to select from. If the field you need is not listed, click Settings in the left-hand navigation, then click Job/Individual & Contact Info to add the field to your account first. For step-by-step instructions on adding custom fields, see How to Add Contact and Job Fields in Thryv Business Center.

• To remove a field — Hover over the field you want to remove and click the trash icon that appears on the right side of the field row.

• To reorder fields — Click Add Fields, then click and drag a field to the position you want it to appear in the Bill To section.

The screenshot above shows the Custom To Section with the field management controls visible. The Add Contact Fields and Add Job Fields buttons are displayed at the bottom of each field list. A field row is shown being dragged to a new position in the order. The trash icon is visible on the right side of a hovered field row. Fields that have been removed from the Bill To section are not deleted from your account — they can be re-added at any time using the Add Contact Fields or Add Job Fields buttons.

How to Add Terms and Conditions to Your Estimates

The Terms and Conditions section lets you add your business terms and conditions so they appear automatically at the bottom of every estimate you send. Adding your terms and conditions to your estimate settings means you only need to enter them once — every estimate sent from Thryv Business Center will include them automatically without any additional steps.

To add your terms and conditions, click in the Terms & Conditions text field and type or paste your terms and conditions text. The text you enter will appear at the bottom of every estimate sent from your account.

The screenshot above shows the Terms and Conditions section of the Invoice and Estimate Settings screen. A large text input field is displayed where you can type or paste your terms and conditions. The terms and conditions text entered here appears at the bottom of every estimate sent from Thryv Business Center. The Terms and Conditions section applies to estimates only — it does not add terms and conditions to invoices or receipts.

How to Set Up Sales Tax on Your Invoices and Estimates

The Sales Tax section lets you create and manage the tax types and rates that apply to your invoices, estimates, and receipts. Setting up your tax rates here ensures that the correct tax amounts calculate automatically on every document without requiring manual entry. Tax amounts display in the subtotal area of each invoice or estimate by default.

The screenshot above shows the Sales Tax section of the Invoice and Estimate Settings screen. The section displays a list of tax types with the tax name and rate shown for each entry. An option to add a new tax type is available at the bottom of the list. The Sales Tax section does not apply taxes automatically to all line items by default — tax types must be selected when adding products or services to an individual invoice or estimate.

How to Control How Tax Amounts Display on Documents

Thryv Business Center gives you two options for how tax amounts appear on invoices and estimates. By default, the total tax amount is displayed as a single line in the document subtotal. If you want clients to see the tax amount broken down per line item instead, you can enable the per-item tax display setting.

The screenshot above shows the default tax display setting in the Sales Tax section. The total tax amount is shown as a single combined line in the subtotal area of the document. This is the default setting and does not require any changes to apply. The default display does not show individual tax amounts per line item — only the combined total is visible to the client.

The screenshot above shows the Sales Tax section with the Display Taxes Per Item toggle turned on. When this toggle is enabled, the tax amount for each individual line item appears next to that line item on the invoice or estimate, rather than as a single combined total in the subtotal. To enable per-item tax display, click the Display Taxes Per Item toggle to turn it on. To return to the default combined total display, click the Display Taxes Per Item toggle to turn it off.

Frequently Asked Questions

What does this article cover?

This article covers how to configure the four sections of the Invoice and Estimate Settings in Thryv Business Center: Business Information, Custom To Section, Terms and Conditions, and Sales Tax. These settings control the appearance and default content of all invoices, estimates, and receipts sent from your account. This article does not cover how to create or send an individual estimate — for instructions on creating and sending estimates, see your estimates guide. This article does not cover invoice payment settings or automated billing — those are managed in separate settings sections.

Will changes to my Invoice and Estimate Settings apply to documents I have already sent?

No. Changes made to your Invoice and Estimate Settings apply to new invoices and estimates created after the changes are saved. Documents that have already been sent are not affected by updates to your settings.

Can I add a custom field to the Bill To section that is not listed in the available fields?

Yes. If the field you need does not appear in the available fields list when you click Add Contact Fields or Add Job Fields, you can create a custom field first. Click Settings in the left-hand navigation of Thryv Business Center, then click Job/Individual & Contact Info to add the custom field to your account. Once the field is created, it will appear in the available fields list in the Custom To Section. For step-by-step instructions, see How to Add Contact and Job Fields in Thryv Business Center.

Do my Terms and Conditions appear on invoices as well as estimates?

The Terms and Conditions entered in the Invoice and Estimate Settings apply to estimates only. The terms and conditions text does not appear on invoices or receipts. If you want to include terms and conditions on invoices, check your invoice settings for a separate terms and conditions field.