Exporting payments in bulk

Last updated August 5, 2026

Objective

Exporting payment receipts in bulk allows association finance managers and bookkeepers to generate structured reports, track member transactions, and back up revenue records.

Step-by-Step Guide: Exporting Payments in Bulk

Step 1: Navigate to Receipts

  1. From the primary Recur navigation menu, go to Revenue.

  2. Select Payments.

  3. Click Receipts to open the main payment transaction dashboard.

Step 2: Select Transactions

  • Bulk Export: Click the master selection checkbox located to the left of the Buyer column header. This selects all payment records displayed on the page.

  • Selective Export: Check the individual boxes next to specific transactions if you only need to export a few items.

Step 3: Download Transactions

  1. Once items are selected, click the Actions dropdown button that appears above the table.

  2. Select Download Transactions.

  3. A spreadsheet file containing comprehensive Payment Details will automatically download to your device.

Cautionary Notes

  • Page Selection Limits: Clicking the master selection box selects all transactions visible on the current page. If you have multiple pages of payment records, adjust your page display limits or export page-by-page.