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With all of the payment options available to use with Thryv Business Center™, it is easier than ever to take payments in a way that is convenient for both you and your customers. This guide will show you how to take credit card payments from your clients.

NOTE: In order to accept payment via credit card, you must be connected to a payment gateway (ThryvPay, Square, Stripe, or PayPal). For a guide on connecting to a payment gateway, click here.

Taking a Credit Card Payment from the Client Card (Independent Payment)

Need to take a quick payment via credit card from your customer? Thryv Business Center can do that! Follow the steps below to learn how.

• Navigate to the Client Card of the client giving the payment.
• Click on the + Icon
• Click on Take Payment
• Select the product or service you'd like to record a payment for, or type in a custom product or service.
• Once you have added all items to the payment, click the Checkout drop-down, then click on Record Payment

Note: This does not save the card information, it only creates a one-time charge. This method will not associate the payment to any particular invoice. If you want to take a payment related to a specific invoice, click here to skip to that section.

You can also charge a credit/debit card payment from the Sales tab. Navigate to Sales>New>Charge>Select or Create Your Client. This will navigate to the same payment screen described on the client card above.

Take a Credit Card Payment on an Invoice

To take a credit/debit card payment on an invoice, first navigate to the open Invoice, either through the Client Card or the Sales tab. Once you've clicked on the invoice you would like to pay, click on Take Payment, and then Charge Debit/Credit Card.

From there, you will be prompted to enter the client's card information.

This payment will mark the invoice as paid and trigger any appropriate marketing follow-ups if applicable.

Take a Credit Card Payment on an Appointment

If you have set up fees for your services, you can collect payment directly from the appointment if the client hasn't already prepaid. Follow the process outlined below.

• Navigate to the Appointment
• Select the Take Payment button
• Select Charge credit/debit card
• Choose the service or product field from the drop-down
• Enter the card information
• Select Charge

If you need to charge your customer for the other services and/or products you can create an invoice from the appointment and then take payment. 

FAQ

Why am I getting an error for an invalid zip code? Even when I have verified the zip code for the client is correct?

When ThryvPay checks the zip code for the card being used, it checks against your customer's bank. For this reason, the zip code entered for the payment must match the zip code on file for your customer at their bank, even if it is not their "correct" zip code currently. Unfortunately there is not a way for ThryvPay to override this. To work around this, you are able to ask your customer if their bank might have any other zip code on file for them. If that does not work the only recourse is to have your customer update the zip code with their bank.

If I take an independent payment, can I associate it to an invoice later?

Yes, Click Here to learn how!

Don't see your question here? Ask a question in our Support Forum! Log in with your Thryv credentials and receive an answer straight from our Product Team.