Bulk download transaction receipts

When your organization downloads transaction receipts in bulk, a csv file of the receipts will be downloaded onto your local machine. This download will contain additional information about the transactions that was not included for the transaction receipts within the Sourcepoint portal. In this article, we will cover how to download transaction receipts in bulk.

Use either a Sourcepoint ID or Client User ID to retrieve transaction receipts for the identifier. Select the checkbox to the left of each transaction receipt you wish to download from the results.

Once you have selected the transaction receipts you wish to download, click the Download icon inline with Bulk actions.

A csv file will be downloaded onto your local machine in the specified location.