Why Assign a Payment to an Invoice in Thryv Business Center

Sometimes a customer pays through your website or Client Portal before you send them an invoice, or makes a payment that lands as unassigned in your records. When a payment is not linked to an invoice, your books show an open balance even though the customer already paid. Assigning the payment to the correct invoice in Thryv Business Center™ clears the open balance, keeps your records accurate, and ensures your customer's payment history reflects what was actually collected.

Which Guide Do You Need?

This article covers assigning an independent or unassigned deposit payment to an existing invoice. If your situation is different, use the correct guide from the table below. This guide assumes the payment has already been collected and the invoice has already been created. To take a payment, see How to Take a Payment in Thryv Business Center. To create an invoice, see How to Create an Invoice in Thryv Business Center.

How to Assign a Deposit Payment to an Invoice

1. Click Sales in the left-hand navigation of Thryv Business Center. Then click Payments Received. Use the search bar to search by client name, or use the available filters to locate the payment you want to assign.

   The screenshot below shows the Payments Received screen in Thryv Business Center. The screen displays a list of payments with columns for client name, payment date, amount, and status. A search bar appears at the top of the list and filter options appear on the left side. Unassigned payments are identified by an "Unassigned" status label in the status column.

   

2. Click on the payment to open the payment detail screen. Then click Assign Payment.

   The screenshot below shows the payment detail screen for an unassigned payment in Thryv Business Center. The screen displays the payment amount, date, and client name at the top. The Assign Payment button appears prominently on the screen. No invoice information is shown yet at this stage because the payment has not been assigned.

   

3. A window will open displaying all open invoices for the selected client. Use the radio button to select the correct invoice, then click Assign.

   The screenshot below shows the invoice selection window that appears after clicking Assign Payment. The window lists all open invoices for the client, with each invoice showing the invoice number, date, and amount due. A radio button appears to the left of each invoice row. Only one invoice can be selected at a time. The Assign button appears at the bottom of the window and is only active after a radio button is selected.

   

   Important: Select the correct invoice carefully using the radio button before clicking Assign. This action cannot be undone. A warning message will appear on screen before the assignment is confirmed, reminding you that the action is permanent.

   

4. After confirming the assignment, Thryv Business Center returns you to the payment detail screen. The payment now shows as assigned and reflects the invoice it has been applied to.

   The screenshot below shows the payment detail screen after a successful assignment. The payment status has changed from Unassigned to a status reflecting the assigned invoice. The invoice number and a link to the invoice appear on the payment detail screen.

   

5. To confirm the payment has been applied correctly, navigate to the invoice. The payment amount now appears reflected in the total due on the invoice, reducing the outstanding balance by the amount assigned.

   The screenshot below shows an invoice in Thryv Business Center after a payment has been assigned to it. The invoice displays the original amount due, the payment amount applied, and the updated remaining balance. The payment is listed under the Payments section of the invoice.

   

Frequently Asked Questions

What does this article cover?

This article covers how to assign an unassigned or independent deposit payment to an existing invoice in Thryv Business Center. This article does not cover assigning a sale to an invoice or assigning a miscellaneous payment from Payments Received. See the scenario table at the top of this article to find the correct guide for your situation. To assign a deposit to an invoice from a different starting point, see How to Assign a Deposit to an Invoice in Thryv Business Center.

Can I assign a payment to an invoice if the payment amount is more than the amount due?

No. Thryv Business Center does not allow a payment to exceed the amount due on an invoice. When the Assign Payment window opens, only invoices with an amount due equal to or greater than the payment amount will appear as options. Invoices with a lower amount due will not be listed.

Can I split one payment across multiple invoices?

No. A payment cannot be split after it has been collected. If a customer pays one lump sum intended to cover multiple invoices, record the payment as two or more separate payments — one for each invoice — so that each payment does not exceed the amount due on the invoice it is applied to. For example, if a customer writes a single check for $1,000 to cover two invoices of $500 each, record two separate $500 payments and assign each one to its respective invoice.

Can I assign more than one payment to the same invoice?

Yes. Multiple payments can be assigned to the same invoice as long as the combined total does not exceed the amount due. Each payment must be assigned separately by repeating the steps in this article for each payment.

Why don't I see the payment after assigning it, or why did the unassigned total not change?

If the payment does not appear to have changed after assignment, work through the following troubleshooting steps:

• Confirm the invoice existed before the payment was assigned. The Assign Deposit workflow requires an existing invoice. If the invoice was created after the payment was assigned, the assignment will not apply correctly.

• Confirm the payment and the invoice are under the same client record. A payment can only be assigned to an invoice that belongs to the same client. If the payment and invoice are under different client records, the invoice will not appear in the assignment window.

• Check whether the payment has already been assigned elsewhere. A payment that has already been assigned to another invoice will not appear as available for reassignment.

• Clear the Unassigned Payments filter in Payments Received. Click Payments Received in the Sales section and remove the Unassigned Payments filter to view all payments. The payment should now display with an assigned status, and the unassigned total should reflect the updated count.