- 01
Upload the receipts
Select a folder of PDF receipts. Each file is one record, so a card slip, a restaurant bill and an online order confirmation can go in together.
- 02
Adjust the columns
The seven below are already filled in. Rename them to match your expense sheet, drop the ones you do not claim for, or add anything else the receipt prints.
- 03
Extract each receipt
Every receipt is read against the same column set, so a month of different shop layouts becomes one consistent table.
- 04
Review before you download
Each receipt appears as one row with its source file beside it. A value that could not be located confidently is left blank rather than guessed at.
A worked example
Three receipts, three shops, one table.
A card slip, a restaurant bill and an online order confirmation, in three different formats. Asking for the same seven columns turns them into three rows you can total and attach to an expense claim. The middle receipt prints no subtotal and no tax line, so those cells are blank rather than filled with a guess.
Example extraction result| Source PDF | Merchant | Receipt Number | Date | Subtotal | Tax | Total | Payment Method |
|---|
| staples-0412.pdf | Staples Office Supplies | 0412-88710 | 2026-08-04 | 62.40 | 12.48 | 74.88 | Visa ••4417 |
| lunch-meeting.pdf | Harbor Coffee House | T-2291 | 2026-08-12 | | | 28.90 | Cash |
| order-99184.pdf | Seri Jaya Trading Sdn Bhd | ORD-99184 | 2026-08-21 | 310.00 | 18.60 | 328.60 | Bank transfer |
The columns this page starts you on
These seven are already in the converter above. They are a starting point rather than a template: rename them, change a data type, reorder them, remove the ones you do not need, or add anything else the receipt prints.
- Merchant — The shop, restaurant or supplier named on the receipt, not the payment processor.
- Receipt Number — The till, order or transaction reference, however that shop formats it.
- Date — The date of purchase, normalised to one format across every receipt.
- Subtotal — The amount before tax, where the receipt separates it — many do not.
- Tax — VAT, GST, SST or sales tax, whichever the receipt shows.
- Total — The amount actually paid, matching what left the account.
- Payment Method — Card, cash or another method, as printed.
Why a receipt is not just a small invoice
An invoice is written to be paid, so it carries a billing entity, an invoice number, an issue date, a due date and often a purchase order. A receipt is written to prove something already was paid, and it usually drops most of that: no due date, no PO number, frequently no separate tax line. Seeding the invoice columns onto a folder of receipts produces a spreadsheet of blanks. That is why this page starts on seven columns rather than nine, and why Invoice to Excel starts somewhere else.
One row per receipt
Each document becomes a single row. The line items on a supermarket receipt are not broken out — what you get is the merchant, the date, the totals and whatever else you named. For an expense claim, a VAT return or a bookkeeping entry that is the shape the spreadsheet wants anyway.
Every row keeps its source file
The preview shows which PDF each row came from, which is what makes checking possible: a total that looks wrong can be traced back to the receipt it was read from in one step. Values that could not be found confidently stay blank, so the gaps are visible rather than papered over. How it works walks through the same flow with a smaller example.
Free tools for the handling around a batch
Some of the work before an extraction does not need an account at all. Merge PDF combines a folder of single-page receipts into one file, Split PDF separates a statement back into documents, and Extract Text shows you whether a scanned receipt has a text layer at all. All of them run in your browser; the rest are on the free tools page.
What it costs and what is kept
There is no subscription — you buy credits and spend them when you convert something. The pricing page has the current packs and what a credit covers, and the FAQ covers retention, refunds and what happens to a file that fails.
Receipt extraction questions
01Are these seven columns fixed?
No. They are filled in for you because they are what receipts usually share, and every one of them can be renamed, retyped, reordered or removed before you convert. If your expense sheet wants a cost centre, a project code, a card's last four digits or a currency column, add it and it applies to the whole batch.
02Do the receipts have to come from the same shop?
No. That is the case this is built for. Each PDF is read on its own against the columns you named, so a month of receipts from twenty different merchants still produces one table with your headings. Nothing has to be sorted beforehand.
03What happens to a field a receipt does not print?
The cell stays empty. Plenty of receipts show only a total with no subtotal and no tax line, and a blank you can see is better than a plausible-looking figure that was inferred. The gaps are where you look first when you check the sheet.
04Can I get the individual items off a receipt?
Not today. Each receipt becomes one row, so the shopping list on a supermarket receipt is not broken out into separate lines. If what you need is the total, the date, the tax and the merchant — which is what an expense claim or a bookkeeping entry asks for — that is one row per receipt, which is exactly what this produces.
05Does it work on a photographed receipt?
A photo or a scan with no text layer is a different job from a digital PDF, and the honest answer depends on the image. If you have a batch of them, run one through first and look at the preview before committing the rest. Extract Text will tell you in your browser whether a document has a text layer at all.
06What happens to the receipts after the workbook is made?
They are held only as long as the conversion needs them and then deleted, and you can delete a conversion yourself at any time. The privacy page states the retention period and what is kept.