Learn how to create an estimate with a deposit request. In this video, we will demonstrate how the deposit request is added to an estimate along with how it is approved and the deposit collected. We will show you how a Thryv user can approve the estimate and take the deposit payment from inside Thryv. We will also demonstrate how a client can approve the estimate and make the deposit payment from the client portal.

Resources:
📝 Request Deposit
https://thryv.biz/3XiIVSq
💻 Get a FREE Demo:
https://thryv.biz/3kGjNb9

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[00:10] Create Your Estimate
[01:02] Request Deposit
[01:49] Estimate Details
[02:07] Record Payment as Deposit
[02:50] Client's View of Deposit

About Thryv:
Thryv is an end-to-end customer experience software built for small businesses, like yours. This award-winning platform provides modernized business functions that allow small-to-medium-sized businesses (SMBs) to reach more customers, stay organized, get paid faster and generate more reviews.

With Thryv, you can build a digital customer database, automate marketing through email and text, update business listings across the internet, schedule online appointments, send notifications and reminders, manage ratings and reviews, generate estimates and invoices, process payments and more!

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