Documentation
Getting started
Introduction
Thriveific takes a job from quote to paid. You send a client an estimate, they accept it online, sign your agreement if there is one, and pay by card or bank from the same link. There's nothing for your client to download and no account for them to make.
How it fits together
- Estimate. Add line items, a discount, tax and your terms, then send it. Your client gets a private link.
- Accept and sign. Your client reviews the estimate and accepts it by typing their name. If you attached an agreement, they sign it next.
- Invoice. When the estimate is accepted, Thriveific creates the invoice for you, with the payment schedule you set: a deposit now, the balance later, or one payment.
- Get paid. Your client pays through Stripe, straight into your own Stripe account. You can also record cash, check or bank transfers yourself.
What's in your workspace
| Piece | What it is |
|---|---|
| Workspace | Your business: its clients, estimates, invoices, branding and team. You can run several from one account. |
| Client | The person or company you bill. Every estimate and invoice is for a client. |
| Estimate | A priced quote your client accepts online. |
| Agreement | A document your client signs after accepting, made from a template under Documents. |
| Invoice | What your client pays. Made for you from an accepted estimate, or created by hand. |