How to request online payment for an invoice

Once you have created an invoice, you have the ability to request an online payment directly from your customers!

Before you start:

You will need to have a payment gateway connected before you can request online payment for an invoice.  Head to Setup > Add ons to connect a payment gateway to your account. 

Check out our  How to set up your payment gateway guide for more information.

Can’t see these payment options in your account? Sales and invoicing is available on our Schedule and Sell plan. To upgrade to this plan, check out our How to change your Timely plan guide.


1

Request an online payment

  1. Raise a new, or View an existing invoice in Timely from the Calendar or Sales tabs.
  2. Click the Request online payment button

  3. Adjust the Amount requested if you want to request a partial payment: 

  4. Confirm or enter the Email address to send invoice to (see above).
  5. If you'd like to personalise the message, Enter a message in the field provided (see above).
  6. If you'd prefer to send the message outside of Timely, you can choose to copy the link provided instead.
  7. Otherwise, click Send to send a copy of the invoice and payment link to the customer.

2

Customer pays for the invoice

Timely will send the customer an email with a copy of their invoice and a link to make an online payment. 

Or if you prefer, copy the link and paste it into your own email and send it to the customer manually. 

  1. Once the customer receives the email, they click the View or pay your invoice online link included in the email:
  2. From here they are redirected to the chosen payment gateway to make the payment:
  3. They enter their details and click Pay now to complete the process.
  4. Once successful, the payment is automatically applied to the invoice in Timely. Easy! 

Want to process customer credit cards in store? Copy and paste the link into a new tab and enter the customer's details then and there. When the payment is processed, the invoice will be updated instantly and a receipt will be sent to the customer's email address.

Still need help? Get in touch with the Support Team Get in touch with the Support Team