Giving clients flexible payment options makes it easier for them to say yes and reduces the friction of collecting what you are owed. Thryv Business Center lets you enable partial payments on invoices so clients can pay in installments, and lets you request a partial payment directly from an appointment. This article covers how to enable partial payments on invoices, how to take a partial payment on an existing invoice, and how to request a partial payment from an appointment.

This article covers the following:

• How to set up invoices to accept partial payments
• How to take a partial payment on an invoice
• How to request a partial payment on an appointment

How to Set Up Invoices to Accept Partial Payments

Before clients can make partial payments on invoices, you must enable the partial payment option in your settings. To access your payment settings, click Settings in the left-hand navigation, then click Payments.

In the Payments section, click Invoices and Estimates, then scroll down to the Invoice Terms and Conditions section.

Check the box labeled Enable Partial Payments for Invoices to allow clients to make partial payments on invoices.

You can also set a minimum partial payment amount by entering a percentage of the total invoice amount. Setting a minimum prevents clients from making partial payments below the threshold you specify.

How to Take a Partial Payment on an Invoice

This section covers taking a partial payment on an invoice that has already been sent to a client. To send an invoice before taking a partial payment, see how to create and send an invoice in Thryv Business Center.

To take a partial payment, navigate to the invoice you want to collect payment on. You can find invoices from the Bookings and Invoices section in your account or from the client's card in your CRM.

On the invoice, click Take Payment.

Click the Payment Amount field to edit the amount. Replace the full invoice amount with the partial amount you want to collect.

Once the partial amount is entered, complete the payment as you normally would. You can send the client a payment link, charge a credit or debit card, or record a cash or check payment. Thryv Business Center will charge or record only the specified partial amount. The invoice will update automatically to show the payment received and the remaining balance due.

How to Request a Partial Payment on an Appointment

You can request a partial payment from a client directly from an appointment in your Calendar. To request a partial payment on an appointment, open the Calendar in the left-hand navigation and click the appointment you want to request payment for.

In the appointment details, follow these steps:

• Click Take Payment.
• Click Send payment link.
• In the window that appears, change the amount in the payment field to the partial amount you want to request.
• Select how you want to send the payment request: via SMS/text or email.
  • If you choose SMS/text, the client's phone number on file will appear by default. You can change the phone number to a different number if needed.
  • If you enter an alternative phone number, check the box labeled Update the client's phone number for SMS notifications to save the new number to the client's record.
• Click Send.

After the payment request is sent, a note with a timestamp will appear in the appointment confirming that the payment request link was sent.

Frequently Asked Questions

Will the invoice update automatically after a partial payment is made?
Yes. After a partial payment is recorded or processed, the invoice updates automatically to show the amount paid and the remaining balance due.

Can I set a minimum partial payment amount?
Yes. In the Invoice Terms and Conditions section under Settings then Payments then Invoices and Estimates, you can set a minimum partial payment percentage. Clients will not be able to submit a partial payment below the percentage you specify.

Does this article cover how to send an invoice?
No. This article covers partial payments only. For instructions on creating and sending an invoice, see how to create and send an invoice in Thryv Business Center.

Does this article cover all payment options in Thryv Business Center?
No. This article covers partial payments only. For a full guide to taking payments in Thryv Business Center, see how to take payments in Thryv Business Center.