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How to process a sale on your touchscreen terminal via the Timely web app

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Timely has two types of in-house terminals available to help you take payments seamlessly; and create an effortless client experience at checkout. TimelyPay terminals allow you to take instant payments securely, from all major credit and debit card providers. Get affordable transaction fees, and transparent pricing with no hidden costs. No more juggling between systems, saving you time to do what you love!
 

In this article, you will learn how to process a sale on your TimelyPay touchscreen terminal with the Timely web app. If you are using an iOS device such as an iPad or iPhone, see our help guide How to make a sale with a TimelyPay touchscreen terminal on your iOS device.

 

 

Step-by-step instructions

1 After selecting the correct products and services for your sale, you are ready to process your client's payment. Click the checkout button to bring up the payment page.

 

2 You will then see the new terminal option, click this and then select the take card payment button to proceed with the terminal sale.

 

Timely tip: you can alter the amount to charge the client in the amount box at the top of the screen or in the amount box after selecting the take card payment button. This is perfect for those times that you need to do a split or partial payment across multiple cards or payment types. 

 

3 Once you’re happy with the amount to charge the client, select the process payment button. This will connect to the terminal which will then beep and light up with the amount ready for the client to tap/swipe/insert their card.

 

4 When the payment has been accepted the terminal will then beep again and light up with a green approved tick. Select the done button to continue.

 

5 You will then see the sale complete screen. You can then select the email receipt button to send the client a copy of the receipt if you would like to.

 

 

 

Timely notes:

  • When you are not using your terminal, tap the power button once to put the screen to sleep. This will help the battery to last longer between charges.
     
  • If you would like to turn the sound down on your terminal, see our help guide How to customise your TimelyPay touchscreen terminal for more information on how to turn this off / down.
     
  • If you are having connection issues with your terminal, please see our guide on Troubleshooting your touchscreen terminal. 

 

 

How to send a receipt with your TimelyPay terminal?

Our TimelyPay terminals are paperless, meaning no more paper rolls to refill. Customer receipts can be emailed or printed by following the steps in our help guide How to send and print invoices.

 

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