TimelyPay's Transaction History Page contains all the information you need to easily track, view and reconcile your TimelyPay transactions.
In this guide, we will cover how to:
- View the TimelyPay Transaction History Page
- Understand your TimelyPay Transactions
- Export your TimelyPay Transactions Report
View the TimelyPay Transaction History Page
- To view the TimelyPay transaction History page, click Setup > Add-ons then under the TimelyPay tab click the “View transactions” button.
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)
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Understand your TimelyPay Transactions
- Each transaction will show the following:
- Transaction date
- Transaction type (whether it was a Refund or a Payment)
- Associated customer for that transaction
- Amount charged from your client
- The processing / application fee
- Your net payout
- A link to invoice for that transaction
- Location where the transaction happened (if you have multiple locations)
2. We also show the following totals for your selected transactions:- Total transaction amount
- Total fees
- Total refunded
- Total net payout
Exporting your TimelyPay Transactions Report
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.
- Each transaction will show the following: