This article covers how to configure invoice settings in Thryv® Business Center™, including business information, the custom To section, terms and conditions, default net terms, partial payments, and sales tax. This article does not cover creating or sending individual invoices. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

Why Configuring Your Invoice Settings Saves You Time on Every Invoice

Every invoice you send represents your business to your clients. Configuring your invoice settings once means your business information, payment terms, tax rates, and client details are automatically applied to every invoice you create — so you spend less time on setup and more time on the job. A complete, professional invoice also reduces back-and-forth with clients about payment terms and gives your business a polished, credible appearance on every bill of sale you share.

To access invoice settings, select Settings in the left-hand navigation of your Thryv Business Center account. Then select Payments, and then select Invoice & Estimates.

How to Set Up Your Business Information on Invoices

The Business Information section controls what appears in the header of every invoice, estimate, and receipt your business sends. Enter your billing address, phone number, website URL, tax ID, and any other information you want displayed in the invoice header. Changes made in the Business Information section apply to all future invoices, estimates, and receipts automatically.

The screenshot above shows the Business Information section of Invoice Settings in Thryv Business Center. The section displays input fields for your 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 your Thryv Business Center account. The section does not include fields for client information — client information is configured in the Custom To Section.

How to Configure the Custom To Section on Invoices

The Custom To Section controls which contact and job information appears on your invoices. Use the Custom To Section to select the fields displayed in the Bill To area of your invoice, and the fields displayed for the job or individual that received the service or product. The fields available depend on the contact and job fields configured in your Thryv Business Center account. Common examples of job or individual terms include clients, patients, vehicles, jobs, and projects — the term used depends on your business type.

If a field you need is not available in the Custom To Section, see how to add a contact or job field to Thryv Business Center before returning to Invoice Settings to add the field to your invoice layout.

The screenshot above shows the Custom To Section of Invoice Settings in Thryv Business Center. The left side of the section displays the Bill To field selector where contact fields are chosen. The right side displays the job or individual field selector. Both selectors show the fields currently added to the invoice layout.

How to Add, Remove, or Reorder Fields in the Custom To Section

Use the following options to manage the fields displayed in the Custom To Section of your invoices:

• To add a field, select Add Contact Fields or Add Job Fields. The available fields will appear for you to select. If the field you need is not listed, see how to add a contact or job field to Thryv Business Center.

• To remove a field, hover over the field and select the trash icon that appears.

• To reorder fields, select Add Fields and drag the fields into the order you want them to appear on the invoice.

The screenshot above shows the field management options in the Custom To Section of Invoice Settings in Thryv Business Center. The Add Contact Fields and Add Job Fields buttons appear at the top of each selector. A trash icon appears when hovering over an existing field and removes that field from the invoice layout when selected. Fields can be dragged into a new order after selecting Add Fields.

How to Add Terms and Conditions to Your Invoices

The Terms and Conditions section lets you enter the payment terms, policies, or legal language your business requires on invoices. Text entered in the Terms and Conditions section appears at the bottom of every invoice sent from your Thryv Business Center account.

The screenshot above shows the Terms and Conditions section of Invoice Settings in Thryv Business Center. The section displays a text input field where terms and conditions are entered. The text entered in this field appears at the bottom of every invoice. The section does not include formatting options — terms and conditions are displayed as plain text on the invoice.

How to Set Default Net Terms and Due Dates for Invoices

The Default Net Terms setting controls when payment is due on invoices by default. Select Due on Receipt to require payment immediately upon delivery of the invoice, or select Due in ___ Days to set a custom number of days after the invoice date. To set a custom number of days, select the radio button next to Due in ___ Days and enter the number of days. The default net terms apply to all new invoices and can be changed on individual invoices at the time of creation.

The screenshot above shows the Default Net Terms section of Invoice Settings in Thryv Business Center. Two radio button options are displayed — Due on Receipt and Due in a custom number of Days. Selecting Due in ___ Days reveals a field where the number of days is entered. The selected option becomes the default due date for all new invoices created in Thryv Business Center.

How to Configure Partial Payments on Invoices

The Allow Partial Payment setting controls whether clients can pay a portion of an invoice rather than the full amount. When partial payments are enabled, you can also set a minimum percentage to prevent clients from making a payment below a set threshold. For example, setting the minimum to 50% means a client must pay at least half the invoice total in a single payment. The partial payment default applies to all new invoices and can be changed on individual invoices at the time of creation.

The screenshot above shows the Allow Partial Payment section of Invoice Settings in Thryv Business Center. The section displays a toggle to enable or disable partial payments. When partial payments are enabled, a minimum percentage field appears where the minimum payment threshold is set. The section does not include options for limiting the number of partial payments a client can make.

How to Set Up Sales Tax on Invoices

The Sales Tax section lets you create and manage the tax types and rates applied to invoices, estimates, and receipts in Thryv Business Center. Add as many tax types as your business requires, each with its own rate. Tax amounts are displayed in the invoice subtotal by default.

The screenshot above shows the Sales Tax section of Invoice Settings in Thryv Business Center. The section displays the tax types and rates currently configured for the account. An option to add a new tax type appears at the bottom of the list. Tax types added in this section are available to apply to individual line items or to the full invoice total when creating invoices.

How to Control How Sales Tax Displays on Invoices

Thryv Business Center offers two options for how sales tax is displayed on invoices. By default, the total tax amount is displayed in the invoice subtotal as a single line. To show tax broken down by individual line item instead, toggle Display Taxes Per Item to on.

The screenshot above shows the default tax display setting in the Sales Tax section of Invoice Settings in Thryv Business Center. The total tax amount appears as a single line in the invoice subtotal. The Display Taxes Per Item toggle appears below the default display option.

The screenshot above shows the Display Taxes Per Item toggle in the on position in the Sales Tax section of Invoice Settings in Thryv Business Center. When this toggle is on, the tax amount for each line item is displayed individually on the invoice instead of as a single total in the subtotal. Toggling this setting off returns the display to the default single-line subtotal format.

Frequently Asked Questions

What does this article cover?

This article covers how to configure invoice settings in Thryv Business Center, including business information, the custom To section, terms and conditions, default net terms, partial payments, and sales tax. This article does not cover creating or sending individual invoices. For help creating an invoice, see how to create and send an invoice in Thryv Business Center.

Can I change invoice settings on individual invoices without changing the default?

Yes. The net terms and partial payment settings configured in Invoice Settings apply as defaults to all new invoices but can be changed on individual invoices at the time of creation. Changes made to an individual invoice do not affect the default settings in Invoice Settings.

What if the field I need is not available in the Custom To Section?

If a field you need is not listed in the Custom To Section, the field must first be added to your Thryv Business Center account before it can be added to your invoice layout. See how to add a contact or job field to Thryv Business Center and then return to Invoice Settings to add the new field to your invoice layout.

Where does sales tax appear on the invoice?

By default, the total tax amount appears as a single line in the invoice subtotal. To display tax broken down by individual line item, toggle Display Taxes Per Item to on in the Sales Tax section of Invoice Settings.