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Download Transaction Records, Data, and Documents

From the Subscription & Billing tab of the Account Settings page, a ZIP file can be downloaded containing a folder with all data and non-confidential documents uploaded to the user's Interfolio account, along with a spreadsheet file recording all transactions the user has made through Interfolio.

 

Download Transaction Records, Data, and Documents 

Navigation: Account Settings > Subscription & Billing > Subscription

  1. Click Account Settings from the dropdown in the upper right-hand corner.
     dropdown menu with Account Settings selected under Account Options
  2. Click Subscription & Billing on the left-hand navigation bar.
    Subscription and Billing selected on the toolbar
  3. Select the tabs below to view more information on downloads.

Data and Documents

Click Download All Data & Documents under the Subscription section.
Subscription section with Download All Data & Documents selected

This will download a ZIP file containing a folder with all data and non-confidential documents uploaded to the user's Interfolio account, along with a spreadsheet file recording all transactions the user has made through Interfolio.

 
 
 

Transaction History

Scroll to the Transaction History section and click Download adjacent to the desired transaction under the Receipt column.
Transaction History section with Download selected under the Receipt column

The list of transactions can be searched or filtered by date or date range to make individual transactions easier to find.