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

Recording a Cash or Check Payment from the Client Card  (Independent Payment)

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

• 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 Charge

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 Business Center). 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 Business Center). 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.