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. With a quick set up it helps reduce no-shows by letting you take deposits and charge cancellation fees. You can also sell gift vouchers and manage your payments in one place. There are no hidden costs, just pay the standard processing fees, and once a payment is settled, the money is paid into your bank account the next business day. That means no waiting around for payments to clear.
TimelyPay's Transaction History Page contains all the information you need to easily track, view and reconcile your TimelyPay transactions. In this article you will learn how to view this page, understand what you are seeing, and export this information.
How to view the TimelyPay transaction history page
To view the TimelyPay transaction history page:
- Your payout period
- A specific date range
- A specific location (if you have multiple locations)
How to understand your TimelyPay transactions
Each transaction will show the following:
- Transaction date
- Transaction type (whether it was an Online payment, Cardless checkout, Refund or Dispute)
- 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
Exporting your TimelyPay Transactions History: You can export a .csv file of your selected transaction history by clicking on the “Export CSV” button. The CSV file will save to your computer. CSV files can be read by any accounting programmes such as Microsoft Excel or Apple Numbers.