How To Convert Invoice And Receipts To Excel

To learn how to create and manage your projects, check out this article: How to Use DocuClipper’s New Project-Based Interface.

Step 1: Upload Your Invoices or Receipts

1. Click Add Documents in the left sidebar and choose Invoices/Receipts from the dropdown. Or open a project, click Upload, and select Invoices/Receipts.
2. Drag and drop your PDF invoice or receipt files into the upload pane, or click to browse.
3. Add tags (optional) and click Import.

Notes: DocuClipper recommends 300 DPI or better for scanned documents. Our technology will provide the most accurate data extraction on documents that are not distorted, tilted, or faded.

Step 2: Review the extracted data

Once processing completes, open the project and click the Invoices tab. Click any invoice row to open the detail view. Review key fields:

• Vendor
• Date and invoice number
• Total amount
• Line items (description, quantity, price)

Edit any field by clicking it.

Step 3: Download to Excel

1. Click Download at the top of the Invoices list (or Export in the invoice detail view).
2. Set Format to Excel.
3. Optionally use Customize Fields to choose which columns appear in the spreadsheet.
4. Click Download. You’ll get a structured .xlsx file with all extracted data, ready for reporting or import into other systems.

Need Help?

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