TimelyPay transaction history page contains all the information you need to easily track, view and reconcile your TimelyPay transactions, including the payments taken via your terminal.
TimelyPay transaction history
1 Go to Setup and click TimelyPay.
2 Click TimelyPay transaction report.
3 From the transaction history page, you can view transactions from TimelyPay by filtering based on:
- Your payout period
- A specific date range
- A specific location (if you have multiple locations)
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Understand your TimelyPay transactions
Each transaction will show the following:
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- Transaction date
- Transaction type (whether it was a
Terminal payment,Online payment,Cardless checkout,RefundorDispute) - Associated customer for that transaction
- Amount charged from your client
- TimelyPay fee rate applied to each transaction
- The actual processing / application fee
- Your net payout
- A link to invoice for that transaction
- Location where the transaction happened (if you have multiple locations)
We also show the following totals for your selected transactions:
- Total transaction amount
- Total fees
- Total refunded
- Total net payout
Export your transaction history
1 Go to Setup and click TimelyPay.
2 After you've selected the transactions you want to download, click Export CSV at the top right hand corner.
3 The CSV file will save to your computer.
4 You can open it on accounting programmes like Microsoft Excel, Google Sheets or Apple Numbers.
Terminal setup guide
2. Choose which terminal to set up
3. Choose a device to connect with your touchscreen terminal
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