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Downloading Your Transaction Records

You can download a spreadsheet file of all Interfolio transactions made through your account, either for reimbursement purposes or your own records. When downloading a transaction report, you will also have the option to download a .zip file of all non-confidential documents uploaded to Interfolio. Your transactions appear in a list that you can search and also filter by date range to find a particular transaction. From this list you can 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"

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

 

 

Click the "Account History" tab 

Click the "Account History" tab 

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

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

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

The .zip file will contain all documents to which you have access that have been uploaded to Interfolio, as well as a spreadsheet file listing all transactions.

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

Your transactions appear in a list that you can search or filter by date range

Transactions are listed by date starting with the most recent. You can view the destination, method of delivery, order number, status of the delivery and the cost.

Your transactions appear in a list that you can search or filter by date range

Click "Download Receipt" to download a .pdf file of the receipt for the transaction

Click "Download Receipt" to download a .pdf file of the receipt for the transaction

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

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