Frequently asked questions

How does Thriveific work?

Add a client, send them an estimate, and they accept it online. Thriveific turns the accepted estimate into an invoice, and your client pays it by card or bank from a link. See Send your first estimate.

Do my clients need an account?

No. Clients open every estimate, agreement and invoice from a private link in their email. Nothing to download, no password to remember.

Can I take a deposit?

Yes. Split an estimate's payment into up to six installments, like 50% up front and the rest on completion. Each one falls due when your client accepts, on a date, or when you mark the job complete. See Payment schedules.

How do I get paid?

Connect your Stripe account in Settings › Payments, and clients pay by card or bank. Payments land in your own Stripe account. You can also record cash, check or bank transfers yourself. See Get paid with Stripe.

Where are proposals?

An estimate is your proposal. Send it, and your client accepts it online, signs your agreement and pays the deposit from the same link. There's no separate proposal to make.

Will it look like my business?

Yes. Your logo and brand color are on every estimate, agreement, invoice, PDF and client page. See Branding and business details.

Can I change an estimate after sending it?

Not the sent one: its price and terms are locked so your client knows what they accepted. Choose Revise to make a new version with the same number; sending it replaces the old one, whose link stops working. See Revise an estimate.

My client paid by check. How do I mark the invoice paid?

Open the invoice, choose Record payment, and enter the amount and method. The balance and status update. See Record a payment.

Is there a free trial?

Yes. Every paid plan starts with a 7-day free trial from Settings › Plan & billing. Checkout asks for a card, and you're charged when the trial ends unless you cancel first. See Plans and billing.

How do I cancel?

Open Settings › Plan & billing and choose Billing portal, then cancel your plan there. Only the workspace's owner can.

Can I bill a client every month?

Open last month's invoice and choose Duplicate, then change the dates and send it. Thriveific doesn't send recurring invoices on its own.

Can I run more than one business?

Yes. Each business is its own workspace with its own clients, branding, Stripe account and plan. Create another from Workspaces. See Create your workspace.