With Thryv you have multiple online payment options but you can also record payments that you take 'offline' or outside of Thryv, such as cash or check. The benefit of recording payment in Thryv is that it will add the payment to the client's history in Thryv and also issue a receipt for payment to your client (optional). This article will explain how to record these payments in Thryv. 

Recording a Cash or Check Payment  (Independent Payment)

Have you taken a cash or check payment for a product or service and need to send the customer a receipt? Thryv can do that! And it will add the payment to the client's card (their history with your business).

Start by navigating to the Client Card of the client giving the payment. Navigate to Payments, and click on the orange circle in the bottom right, and select Record Payment. Select the product or service being paid for, select the Payment Method and date, and click on Record Payment. If desired, make a selection on the checkbox to send a receipt and/or generate an invoice for this payment.

If the client has any additional outstanding payments, a prompt at the top of the box will appear inviting you to take a payment to clear all outstanding payments.

From the Record Payment dialog box, you fill out the following fields:

• Service or Product
  • You can select the service or product that you sold to your customer. Your current products & services will appear in a drop-down when you click into the service or product field. You can select from the drop-down or type a new product or service.
  • *If you select from an existing product it will auto-populate the amount you have saved in settings. 
• Amount
  • Enter or modify the amount of the payment. 
• Paid on
  • The date will auto-populate the current date. You can modify it, if needed. 
• Payment Method
  • Select the method the customer used for the payment. The most common may be cash or check, but you can also record if you took other forms of payment outside of Thryv, like Credit Card, ACH, Bank Transfer,  PayPal, or Other. 
• Reference (optional)
  • You can enter a check # or any unique ID here to help you reference back to it since the payment was taken outside of Thryv.
• Send receipt to client (optional)
  • select this checkbox if you would like Thryv to send a receipt for the payment to the customer.
• Issue an invoice for this payment (optional). 
  • Select this checkbox if you would like Thryv to issue an invoice for the payment. The invoice will automatically be sent to the client and marked as paid. 

You can also record a payment from the Sales tab. Navigate to Sales>New>Record Payment>Select or Create Your Client. This will navigate to the same payment screen described on the client card above.

Note: This method will not associate the payment with any particular invoice. 

Record a Cash or Check Payment on an Invoice

To make a 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.

Then select Record Payment (Cash/Check/Other).

Note: You can also alter the amount of the payment if you are taking a partial payment. Just select the amount field and modify the dollar amount to the desired amount. 

From there, you will be prompted to note the payment method your customer used to pay for the invoice. You can select cash, check, or any of the other methods (if you took the payment outside of Thryv). You can add reference information, if applicable. Then select, record. 

Once you select record, this payment will save and update the invoice status to paid. It will also trigger a receipt for your customer if you selected that option.

The time and date of the payment are recorded on the invoice details screen. You can also view the payment details from the view payment button. 

From the payment details, you can see the payment method, paid date, paid via an invoice, and under the summary the note that a receipt was sent for the payment. 

To pay from an invoice you can find the invoice in the client card under payments or in the sales tab.

Record a Cash or Check 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.

To take payment for an appointment, navigate to that appointment. Within the appointment, click on Take Payment.

From there, you will be prompted to note the payment method your customer used to pay for the invoice. You can select cash, check, or any of the other methods (if you took the payment outside of Thryv). You can add reference information, if applicable. Then select, record. 

Note: The option to Take All Open Payments will appear if the client has any outstanding charges on their account.

Want to give your clients the ability to make payments on their terms? Click Here for a guide to requesting online payment from your clients.