Invoices are usually submitted in a PDF format, so uploading them into your preferred bookkeeping software can be a bit tricky. Fortunately, you don't need to manually enter all the data into a spreadsheet.
A few simple clicks can turn this:
This short video shows the process:
Locate the table on the page. You will want to draw a box around it to create the layout. It should be orange, which signifies that this is a table. If it is blue, right-click and select 'Change to Table'.
If there is other information that you feel is important, you can draw boxes around each part individually. These blue 'fields' will place the selected data in their own cells.
You can right-click on each blue field and select 'Set Field Heading' if you want to label these cells.
Once all your data is mapped, go to the Convert tab and select your Conversion format. Most Invoices are converted into and Excel file or into a .CSV file.
Click the 'Convert Document' button and let PDF2XL turn your PDF into a fully editable and organized spreadsheet.
Want to try it out?
*Note: Since it's not possible to upload the layout in it's original format, the extension has been changed to .txt. After you download the file, rename it from 'Invoice-Sample.txt' to 'Invoice-Sample.layoutx'.
(go here to learn how to import a layout).