How to download your items as PDF images

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Any documents on Receipt Bank can be downloaded as a CSV or PDF file, so you can easily share, store or upload your financial data to an Accounting Software.

 To download document data in a PDF format:

1. Log in to your Receipt Bank account.
2. Scroll to the bottom of the page and click the option to show 250 items as this is the maximum number of items you can export at once.  
3. Select the files you want to download using the checkboxes down the left-hand side of the page, or click the top left checkbox to 'select all'. 
4. Click 'Export'

5. A window will open. Select 'PDF' using the button at the top. Choose if you'd like exported items to be sent to the Archive on Receipt Bank.
6. Click 'Generate' and 'Download'

New Layout:

Any documents on Receipt Bank can be downloaded as a CSV or PDF file, so you can easily share, store or upload your financial data to an Accounting Software.

 To download document data in a PDF format:

1. Scroll to the bottom of the page and click the option to show 250 items as this is the maximum number of items you can export at once.  
2. Select the files you want to download using the checkboxes down the left-hand side of the page, or click the top left checkbox to 'select all'.
3. Then click 'Export'.
4. A window will open. Select 'PDF' using the button at the top. Choose if you'd like your exported items to be moved to the Archive after export.
5. Click 'Generate' to download your documents in PDF format.