How can I use Sales & Payments
to help my business?

Say goodbye to paper estimates & Invoices
 And Those clunky card readers.

Any estimate or invoice you send in Thryv will automatically be organized under each client card. Customers can pay invoices or approve estimates at their convenience. Take a payment on the go straight from your phone. Once you’ve been paid, Thryv will send them a receipt on your behalf.
OBJECTIVES
  1. Create and Send Estimates & Invoices
  2. Accept Payments Online
  3. Take a Quick Payment
PRO-TIP
Instead of having to wait for a customer invoice, you can speed up the process by sending digital copies. Clients can pay directly from their mobile device. Keeping invoices electronic saves you both time and office space.
"We’ve composed these activities to help you practice 
and get the most out of your Thryv. 
We believe practice makes perfect, and struggle is where the learning happens. 
Don’t worry, you can chat us if you get stuck or have questions. 
Just click the orange circle at bottom of your Thryv to chat or we can cover them on your next on-boarding session."
ACTION ITEMS Estimated time for completion: 14 minutes
  1. Create and Send an Estimate
  2. Create and Send an Invoice
  3. Convert Estimate to Invoice
4. Take a Quick Payment using 
    Thryv Mobile App
5. Record a Payment
6. Connect your Payment Processor
1. Create and Send an Estimate

Increase your operational efficiency. Sending estimates through Thryv means customers can immediately respond with questions and approve estimates faster.
STEP BY STEP INSTRUCTIONS
Estimated time for completion: 2 minutes
2. Create and Send an Invoice

Instead of having to wait to invoice in a customer in person, you can speed up the process by sending digital copies. Customers can pay directly from their mobile device. Keeping invoices electronic saves you both time and office space.
GET HELP
Estimated time for completion: 3 minutes
3. Convert Estimate to Invoice

Quickly Approve estimates and issue invoices right from Thryv- reducing the need for double entry and saving you time.
LEARN MORE
Estimated time for completion: 2 minutes
4. Take a Quick Payment using Thryv Mobile App

No need for clunky equipment that may or may not work. You can easily scan cards straight from your Thryv Mobile App using your camera phone. Once processed Thryv will send the customer a receipt on your behalf.
LEARN MORE
Estimated time for completion: 1 minute
5. Record a Payment

Have a few customers that prefer to pay by check? That's ok! You can still record offline payment made to your business quickly to help you keep track of your finances.
WATCH A HOW TO VIDEO
Estimated time for completion: 1 minute
6. Connect your Payment Processor

Connect to Braintree or Stripe and start processing payments both online and in person.
WALK ME THROUGH
Estimated time for completion: 5 minutes
Need Help?
We’re here for you. 
You can access how-to videos, guides and live chat 24/7 all from within the app - or feel free to give us a call anytime at 844.99.THRYV.
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