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. From your Dashboard, select your Project or create a new one.
2. Click “+Convert Documents”
3. Select Invoices/Receipts

Step 2: Upload Your PDFs #

Select your documents or simply drag and drop them into the upload pane. You can add tags (optional), or simply 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 3: Preview the Invoice #

DocuClipper will display a preview of your invoice(s), simply click “View Invoice” for the document you wish to review.

Step 4: Download Data #

DocuClipper will automatically extract the data from your invoice or receipt. You’ll be able to review key fields like:

• Vendor
• Date
• Invoice Number
• Total Amount
• Line items (description, quantity, price, etc.)

To download to Excel, set your “Export To” by selecting “Excel” from the dropdown, and click “Download Excel“.

Step 5: Customize Fields (Optional) #

Want to adjust your Excel output? Use the “Customize Fields” option before exporting.

Step 6: Download to Excel #

Click “Download”.

You’ll get a clean, structured spreadsheet with all extracted data, ready for reporting, accounting, or importing into other systems.

Example Output #

Here’s an example of what the final Excel export will look like:

Need Help? #

If you encounter any issues, feel free to reach out via support@docuclipper.com or check our full Help Center.