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With all of the payment options available within Thryv, 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 (Independent Payment)

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

• Navigate to the Client Card of the client giving the payment.
• Select New>Charge
  • OR
• Payments> Then click on the orange circle in the bottom right
• Select Charge.
• Choose the service or product field from the drop-down
• Enter the card information
• Select Charge

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.