How to set up your PayPal account with Timely

There are a number of settings that need to be in place in your PayPal account, to make sure that payments are successfully received and invoices updated in Timely. 

You will need to login to your PayPal account directly to adjust the following settings.

You can access the Selling tools page, where most of these settings are found, by heading to this link: https://www.paypal.com/businessprofile/mytools

Or by scrolling down to the bottom of the Summary page and clicking the Selling tools link:


1

Check you have a supported PayPay account

You must have either a PayPal Business or PayPal Premiere account to receive online payments via Timely.

The following PayPal accounts and features  aren't currently supported:

  • PayPal Personal accounts.
  • Express Checkout.
  • PayPal Payflow.
  • PayPal Here card reader.
  • PayPal Website Payments Pro or Payments Pro.
  • eCheques.

2

Set up your Instant Payment Notifications

To make sure that PayPal tells us when a customer has paid for their invoice, you need to enable Instant Payment Notifications

If these aren't set we won't be notified that the payment was received and the appointment will be removed from the calendar.

In your PayPal account:

  1. Go to Profile > My selling tools in the main menu: https://www.paypal.com/businessprofile/mytools
  2. Next to the Instant payment notifications option click Update:
  3. If prompted, click Choose IPN Settings or Edit IPN Settings.
  4. Enter the URL https://app.gettimely.com/webhooks/paypal/ 
  5. Make sure Receive IPN messages (Enabled) is ticked:

  6. Click Save to apply those settings.

3

Remove any sales tax from PayPal

Sales tax(es) loaded in PayPal are not supported for Timely online payments. Instead, tax will be added to your services and products in Timely directly. 

You will need to remove any existing sales taxes in PayPal:

  1. Go to Profile > My selling tools: https://www.paypal.com/businessprofile/mytools
  2. In the Selling online section, click Update next to Sales tax option:
  3. Select any domestic or international sales tax from the list.
  4. Click Delete then OK to remove them.

4

Set your payment receiving preferences

If you would like to request a deposit or partial payment for an online booking or invoice, you will need to allow this setting in PayPal.

This will allow customers to pay the remainder of their balance online.

  1. Go to Profile > My selling tools.
  2. In the Getting paid and managing my risk section, click Update next to Block payments:
  3. This will load the Payment receiving preferences page:
  4. Ensure that "Allow payments sent to me in a currency I do not hold" is set to Yes.
  5. Ensure that "Block accidental payments"  is  set to "No, allow multiple payments per invoice ID":
  6. Under the "block the following payments:" section, check the box next to Pay with eCheck or German bank transfer...”.
  7. Click Save to apply your changes.

Note: If your Timely account if you do not want to request deposits then you will need to make sure that the Block accidental payments is set to Yes.


5

Set your website preferences

There are another couple of settings that need to be in place to make sure payments are processed and received successfully:

  1. Go to Profile > My selling tools: https://www.paypal.com/businessprofile/mytools
  2. Click Update next to Website preferences:
  3. Make sure Auto return is set to Off.
  4. Set the Payment data transfer setting to Off.
  5. In the Block non-encrypted Website Payments section, select Off.
  6. Scroll down to the PayPal account optional section and set this to On (this will enable credit card payments).
  7. Click Save to apply those changes.

Frequently asked questions (FAQ)

Why are payments showing as “Pending” in PayPal? 
This can happen for a couple of reasons:

  • If the currency setting in your Timely account is different from your PayPal account e.g. you receive a payment in NZ in USD.
  • If the customer doesn't currently have funds in their PayPal account, then the payment may be processed via an eCheque. These can take up to 14 days to process, so we recommend blocking those payments  to prevent IPNs from failing (See: Set your website preferences above).

How to I withdraw funds from PayPal?
Completed online payments remain on PayPal until you withdraw the funds and transfer to your bank account. Read this PayPal help guide for more information.

How do I process refunds?
Refunds must be processed through PayPal. You can not apply refunds through Timely right now. Find out more in PayPal's guide.

What fees am I charged for using PayPal?
Fees are based on transactions and differ depending on the country where your business operates. Read this PayPal guide on their fee structure for more information.

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