> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.sourcinbox.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Download Invoices on SourcinBox? | Invoices Download Guide

Dear customer, to simplify your accounting and expense management, SourcinBox allows you to filter and download invoices directly in the App.

Please go to the **[My Wallet] - [My Invoice]** section and follow the instructions below based on your needs:

1. ${color}[#fba16c](**Download an Invoice for an Individual Transaction:**)${color}[#fba16c]( )

Enter a **Transaction ID, Order ID, or Store Order Number** to find and download the corresponding invoice.

2. ${color}[#fba16c](**Bulk Download Invoices with Custom Filters:**)${color}[#fba16c]( )

Filter and download multiple invoices by **order type, store, destination country, date range**, and other criteria. 

||| Important Notes Before Downloading:
||| ① The ${color}[#8c52ff](Date )refers to the ${color}[#8c52ff](order payment date). 
||| ② Please add your ${color}[#8c52ff](Billing Address) before downloading an invoice.
||| ③ If you need your ${color}[#8c52ff](Company Name) to appear on the invoice, please enter it in the “${color}[#8c52ff](First Name)” or “${color}[#8c52ff](Last Name)” field under Billing Address. 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/1-billing-address_1aa0v.png)

# ${color}[#000000](Download an Invoice for an Individual Transaction.)

1. Search by Transaction ID, Order ID, or Store Order Number.

||| **Click the** ${color}[#8c52ff](SourcinBox Order ID number) **(as shown in the red box) to open Order Details, and you can find the Transaction ID, Order ID, and Store Order Number for your paid orders.** 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/2-how-to-find-order-details_r2kfzz.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/3-how-to-find-order-details_1lhboxj.png)

2. Click “**View Details**” to preview the invoice. If all details are correct, click **the print icon** to save the invoice as a PDF.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/4-view-details_169wwxe.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/5-print_zet1dy.png)

||| **The system will generate** ${color}[#8c52ff](invoices for each transaction)**. If multiple orders are included in one transaction, then all the items will be listed in one invoice.**

# **2. Bulk Download Invoices with Custom Filters.**

If you have specific accounting needs, you can use the “**Customize Invoice**” feature to create and download invoices based on your transaction records for any selected period.

Click **"Customize Invoice"** to start. 

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/6-customize-invoice_1h40jr9.png)

### **Step 1 - Select Order Type & Date Range**

First, select the order type and date range for the transaction records you want to view.

    * **All Orders**
    * **Dropshipper Orders**
    * **Inventory Orders**
    * **Wholesale Orders**
    * **SourcinBox Order ID**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/7-all-order-type_nmyjgz.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/8-time-range_1mki21v.png)

### **Step 2 - Select Your Download Format**

Select how you want your invoice data structured and displayed: 

    * **Download Excel (By SKU):** Line-item breakdown by SKU.
    * **Download PDF (By SKU)**: Line-item breakdown by SKU.
    * **Download PDF (By Order)**: Detailed breakdown by order.
    * **Download PDF (Order Summary):** Summary breakdown by order.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/9-download-format_1d6q4o6.png)

### **Advanced Filtering for Dropshipper Orders**

If you select Dropshipper Orders, you can use additional filters to narrow down transaction records and generate a more precise invoice.

1. **Select a Store:** Choose one of your connected stores.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/10-select-a-store_11t44cn.png)

2. **Choose a Filter:** After selecting Dropshipper Orders and a store, choose one of the following options to filter transactions and generate the invoices you need:

    * **Download by Time**: Filter by a custom payment date range.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/11-download-by-time_1cdjk85.png)

    * **Download by Store Order Number**: Filter by specific store order numbers.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/12-download-by-store-order-num_1c3ewe9.png)

    * **Country**: Filter by specific destination countries within a custom date range.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/d/d75dce659b3e5800/13-filter-by-country_iy997q.png)

||| ❓ Need Help? 
||| If you have any questions about downloading your invoice or need further assistance, please feel free to contact your ${color}[#8c52ff](customer manager) for help.