recurring automatic payments

• October 02, 2026 17:34

User

Maybe I didn't explain myself clearly—it's not that the payment was charged to another customer's card, but rather that the payments are applied to a different profile and not to the one associated with the invoice for that payment. Here's a screenshot.

 

1. The invoice is made out to AB Surfaces

 

 

1. When making recurring payments, they are not applied to the same customer 

 

his means that the invoice remains unpaid by one customer, and the payment has yet to be posted on the other side.

 

Please let me know how to correct it.

 

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  Christina Rodriguez

  Thryv Moderator

  • October 02, 2026 21:43

  

  

  

  

  +13 more

  Hello!

  Apologies for any confusion. In this scenario, the customer has their "main" profile and a secondary contact associated to the main profile. With all secondary profiles, the profile is "nested" into the main contact. The secondary can have its own appointments, conversations etc. but all communication goes to the "main" profile its associated to. Due to this, the secondary profile doesnt have its own email (because its nested under the primary contact) that the system can tie a scheduled payment to. This is why everything applies to the primary contact here.
  
  Because you are trying to tie a scheduled payment to a secondary profile, there isnt a way to set it up to have it apply to the other profile. If the secondary profile has specific invoices associated to it, the customer can process a payment that would apply correctly - it just wouldnt be automatic like the scheduled payments. Unfortunately, there isnt a clean way to have both the scheduled payment and a secondary profile or to associate the payments to the secondary profile after the fact.
  
  
  Thank you!

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