This article is for:
Timely’s built-in payment solution, TimelyPay, lets you take payments online and in person, so it’s easy for clients to pay you securely. For more information on TimelyPay, see our help guide Introduction to TimelyPay. In this guide, you will learn how to understand your TimelyPay transactions. The 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.
How to access your TimelyPay transaction report
1
First, head to setup and click TimelyPay. From here, select the TimelyPay transaction report.
2
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)
How to understand your TimelyPay transaction report
-
Each transaction will show the following:
- Transaction date
- Transaction type
- 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)
Timely note: transaction types can include Terminal payment, Online payment, Cardless checkout, Tap to Pay, Refunds, Dispute Refunds.
- We also show the following totals for your selected transactions:
- Total transaction amount
- Total fees
- Total refunded
- Total net payout
Timely tip: you can export your transaction history by following the steps below.
- Head to setup and click TimelyPay.
- Select the transactions you want to download, and then click Export CSV
- The CSV file will save to your computer. You can open it on any account program!