SupportManaging Your Dossier Account Account InformationDownloading Your Transaction Records

Downloading Your Transaction Records

From the "Subscription & Billing" tab of the "Account Settings" page, you can download  a ZIP file containing a folder with all data and non-confidential documents uploaded to your Interfolio account, along with a spreadhseet file recording all transactions you've made through Interfolio.  

You can also download a PDF record of any individual transaction made through your Interfolio account. Indivdual transactions appear listed toward the bottom on the "Subscritions & Billing" tab. You can search and filter this list, and download a transaction receipt for individual deliveries that shows the delivery number, destination, shipping method and status of the delivery, as well as the cost, any credit applied to your balance, and payment method.

From any application screen, click your name and select "Account Settings"

Navigate to Account Settings

On the "Account Settings" page, click to open the "Subscription & Billing" tab

Click to open the "Balance & Payment Information" tab

To download a record of all your transactions at once:

Select "Download All Data & Documents"

Selecting "Download All Data & Documents" will download a ZIP file containing a folder with all data and non-confidential documents uploaded to your Interfolio account, along with a spreadhseet file recording all transactions you've made through Interfolio.  

Select "All Transactions"  to download a spreadsheet file listing all of your transactions

To download a PDF of an individual transaction:

Scroll to the bottom of the "Subscription & Billing" tab, and click "Download"

You can search or filter the list of transactions by date range to make indivdual transactions easier to find.

Select "All Data & Documents"  to download a .zip file of all non-confidential documents uploaded to your account

The transaction receipt lists transaction date, order number, delivery number, shipping method, status, and payment information

The transaction receipt lists date, delivery number, shipping method, status and payment information