Help Center
Find answers to common questions, tutorials, and guides for converting invoices to CSV and Excel formats.
Help Articles
Getting Started with BillToSheet
Learn how to convert your first invoice PDF to CSV or Excel format with BillToSheet. Step-by-step guide for beginners.
Read Article →Supported Invoice Formats
Learn which invoice formats and types are supported by BillToSheet. Compatible with invoices from major platforms and accounting software.
Read Article →Understanding Credits
Learn how the BillToSheet credits system works. Information about free conversions, purchasing credits, and credit usage.
Read Article →Downloading Your Converted Files
Learn how to download your converted invoice files in CSV and Excel formats. Access your conversion history and re-download files.
Read Article →Data Security and Privacy
Learn how BillToSheet protects your invoice data. Information about data storage, privacy, and security measures.
Read Article →Excel File Format and Structure
Understand the structure of Excel files generated by BillToSheet. Learn about sheets, columns, and data organization.
Read Article →Troubleshooting Common Issues
Solutions to common problems when converting invoices. Fix upload errors, conversion failures, and download issues.
Read Article →API Access for Developers
Information about BillToSheet API for developers. Integrate invoice conversion into your applications and workflows.
Read Article →Bulk Invoice Conversion Guide
Learn how to convert multiple invoices at once with BillToSheet's bulk conversion feature. Process dozens of invoices simultaneously with live progress tracking.
Read Article →Refund and Credit Policy
Information about BillToSheet's refund policy, credit adjustments, and satisfaction guarantee.
Read Article →Importing CSV into Accounting Software
Learn how to import your converted CSV files into popular accounting software like QuickBooks, Xero, Sage, and others. Step-by-step import instructions.
Read Article →Handling Multi-Currency Invoices
Learn how to convert invoices with multiple currencies. Tips for currency conversion, reconciliation, and handling international invoices.
Read Article →Converting Scanned Invoices
Best practices for scanning invoices before conversion. Tips for improving OCR accuracy and getting the best results from scanned PDF invoices.
Read Article →Managing Your Conversion History
Learn how to access and re-download your previous conversions. Organize and track your converted invoices in your dashboard.
Read Article →Invoice Conversion Best Practices
Tips for getting the most accurate conversions. Learn common mistakes to avoid and how to prepare your invoices for the best results.
Read Article →File Size Limits and Large PDFs
Learn about file size limits when uploading invoices. Tips for handling large PDF files and optimizing file size for conversion.
Read Article →Password-Protected PDF Invoices
Learn how to handle password-protected invoice PDFs. Steps to remove PDF protection before conversion.
Read Article →Understanding CSV Column Structure
Complete guide to the CSV column structure and data fields exported by BillToSheet. Learn how to map columns for accounting software import.
Read Article →Date Format Handling
Learn how BillToSheet handles different date formats from international invoices. Tips for ensuring correct date parsing and formatting.
Read Article →Converting Multi-Page Invoices
Learn how BillToSheet handles invoices that span multiple pages. Tips for ensuring all line items and data are extracted correctly.
Read Article →Common Conversion Errors and Fixes
Troubleshoot invoice conversion errors. Learn why conversions fail and how to fix common issues with PDF uploads and data extraction.
Read Article →Browser Requirements and Technical Specs
Learn which browsers work best with BillToSheet. Technical requirements for optimal invoice conversion performance.
Read Article →Managing Your Account and Credits
Learn how to manage your BillToSheet account, track credit usage, view billing history, and update payment methods.
Read Article →Comparing Credit Pack Options
Compare BillToSheet credit pack sizes and pricing. Choose the right credit pack for your invoice conversion needs and budget.
Read Article →Understanding Export Formats and File Types
Complete guide to BillToSheet export formats. Learn what's included in each CSV file and Excel workbook format.
Read Article →Using BillToSheet on Mobile Devices
Learn how to convert invoices on your phone or tablet. Tips for mobile uploads, downloads, and accessing your conversion history on the go.
Read Article →Validating Extracted Invoice Data
Learn how to validate and verify extracted invoice data before importing into your accounting system. Spot and fix common extraction issues.
Read Article →Handling Duplicate and Amended Invoices
Learn how to identify and handle duplicate invoices, credit notes, and amended invoices when converting and importing invoice data.
Read Article →Working with International Invoice Formats
Learn how BillToSheet handles invoices from different countries. Date formats, currency symbols, tax codes, and regional invoice structures.
Read Article →Quick Tips for Saving Time with Invoice Conversion
Shortcuts and tips to speed up your invoice conversion workflow. Organise files, use bulk conversion effectively, and streamline your import process.
Read Article →Importing CSV into Google Sheets
Learn how to import your converted invoice CSV files into Google Sheets. Use Google Sheets for analysis, sharing, and collaboration on invoice data.
Read Article →Invoice Conversion for Freelancers
A guide for freelancers and sole traders. Convert client invoices, track income by project, and prepare data for self-assessment or accountant submission.
Read Article →Month-End Invoice Conversion Workflow
Best practices for converting invoices during month-end close. Batch process, reconcile with AP, and ensure your books are accurate before closing the period.
Read Article →Using Converted Data for Vendor Setup
Use extracted invoice data to set up new vendors in your accounting system. Capture vendor details, payment terms, and tax information from invoices.
Read Article →Exporting Conversion History for Audits
Learn how to use your BillToSheet conversion history for audit trails. Document what was converted, when, and prepare records for internal or external audits.
Read Article →Categorising Invoices for Accounting
Learn how to categorise and code converted invoice data for your chart of accounts. Map vendors, expense types, and cost centres for accurate bookkeeping.
Read Article →Why BillToSheet?
Fast & Easy
Convert invoices in seconds with our automated system. No manual data entry required.
Multiple Formats
Download your converted invoices in CSV or Excel format, ready to import into your accounting software.
Accurate Results
Our intelligent parsing system extracts invoice data with high accuracy from any platform.
Frequently Asked Questions
How do I convert my first invoice?
Simply visit the homepage, click the upload area or drag and drop your PDF invoice. The conversion happens automatically and you'll be able to download CSV and Excel files within seconds.
Do I need to create an account?
No, you can convert one invoice for free without creating an account. For additional conversions and to save your conversion history, create a free account.
What invoice formats are supported?
BillToSheet supports standard PDF invoices from major platforms including Amazon, Stripe, PayPal, QuickBooks, Xero, FreshBooks, and most other business software.
How does the credits system work?
Each invoice conversion uses 1 credit. You get 1 free conversion without an account. After signing in, purchase credit packs: 25 credits for £9, 100 for £19, or 500 for £49. Credits never expire.
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