Downloading receipts
Last updated August 5, 2026
Objective
This guide explains how to export your association's payment receipts into a comprehensive transaction sheet. This is essential for maintaining accurate documentation and for batch-uploading financial data into external accounting software.
Key Steps
Step 1: Navigate to the Receipts List
Access the Revenue or Payments section of your Recur dashboard where your list of receipts/transactions is housed.
Locate the main data table showing your recent buyers and payment amounts.
Step 2: Select All Transactions
Move your cursor to the top left corner of the data table.
Locate the white checkbox positioned to the left of the "Buyer" column header.
Click this box to select every single receipt currently visible in the list.
Step 3: Access the Actions Menu
Once the transactions are selected, a new Actions button will dynamically appear in the top right-hand area of the screen.
Click on Actions to open the dropdown menu of bulk operations.
Step 4: Download the Transaction Sheet
Select Download Transactions from the menu.
The system will generate and download a file (typically in a CSV or Excel-compatible format) containing the specific payment details for the selected records.
Step 5: Utilize the Data
Open the downloaded file to verify the payment details.
You can now save this as a permanent "Debit/Credit Sheet" for your records or import the file directly into your preferred accounting software to synchronize your association's financials.
Cautionary Notes
Selection Limits: Ensure that if your list spans multiple pages, you have selected all intended records before clicking download.
Software Compatibility: Most accounting platforms accept CSV or Excel files; however, check your specific software’s import requirements to ensure the columns in the Recur export match their expected format.
Tips for Efficiency
Batch Processing: Use this method at the end of each month to quickly move all transaction data into your accounting system in one go, rather than recording payments individually.
Documentation Hygiene: Keep a folder of these downloaded sheets organized by month/year to serve as an easy-to-access backup in the event of an audit or financial review.