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:
- Log in to your Receipt Bank account.
- Select the files you want to download using the checkboxes down the left-hand side of the page
- Click 'Export'
- 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.
- Click 'Generate' and 'Download'