Export All Invoices to One Excel or CSV File
Put every invoice in one project, then Download from the Invoices list to get a single consolidated spreadsheet. Includes the fix for an export that only contained one invoice.
Last updated
To export all of your invoices into one Excel or CSV file, upload every PDF into the same project, then click Download from the Invoices list (not from inside a single invoice). DocuClipper builds one consolidated file with every invoice in the project.
If your export came back with only one invoice, you almost certainly downloaded from the single-invoice detail view instead of the list. Jump to Export only included one invoice for the fix.
Step 1: Put every invoice in one project
- Click Add Documents in the left sidebar and choose Invoices/Receipts from the dropdown (or open a project, click Upload, and pick Invoices/Receipts).
- Drag in all of your PDFs at once. You can drop dozens of files mixing different vendors and layouts — extraction is template-free, so no per-vendor setup is needed.
- Click Import.
Keeping every invoice in one project is what makes a single combined export possible. Separate projects produce separate files.
Step 2: Review the extracted data
When processing finishes, open the Invoices tab. Each invoice has vendor, invoice number, date, total, tax, and line items extracted. Click any row to review and edit fields. Corrections made here flow into the exported file, so fix anything before you export rather than editing the spreadsheet by hand afterward.
Step 3: Download the whole list to Excel or CSV
- From the Invoices list, click Download at the top.
- Set Format to Excel or CSV.
- Optionally use Customize Fields to choose which columns appear.
- Click Download.
You get one consolidated file containing every invoice in the project. Choose Excel (.xlsx) to open directly, or CSV when you are importing the data into Xero, NetSuite, or Sage.
One row per invoice vs. one row per line item
The download keeps all invoices in the same file regardless of shape. The only difference is how many rows each invoice produces:
| Shape | Each row is | Best for |
|---|---|---|
| One row per invoice | A summary line (vendor, number, date, total, tax) | AP registers, reconciliation, totals |
| One row per line item | Each line item from each invoice | GL coding, spend and item-level analysis |
Export only included one invoice
This is the most common bulk-export question, and it is a UI path issue, not a bug. There are two places to download:
- From inside a single invoice (detail view): the file contains only that one invoice. This is correct for that view — it is scoped to the document you opened.
- From the Invoices list: the file contains every invoice in the project.
If your spreadsheet had one invoice when you expected many, you exported from the detail view. Go back to the Invoices list and click Download there.
FAQs
How do I export all my invoices to one spreadsheet?
Upload every invoice into one project, open the Invoices tab, then click Download from the list and choose Excel or CSV. DocuClipper combines all invoices into a single file.
Why did my export only include one invoice?
You downloaded from the single-invoice detail view, which is scoped to one document. Return to the Invoices list and click Download from there to get every invoice in one file.
Can I get each line item on its own row?
Yes. The export can produce one row per invoice (a summary line) or one row per line item, depending on the format and field options you choose in the download dialog.
Should I use Excel or CSV?
Use Excel (.xlsx) to open and read the file directly. Use CSV when you are importing the data into another system such as Xero, NetSuite, or Sage.
Related
- How To Convert Invoice And Receipts To Excel — single-file walkthrough
- Editing Invoice Data
- Using the Invoices List