Custom Format for Purchase/Sale Invoice
Receipt Bot allows you to extract and organize purchase and sale invoice data in pre-defined formats. If you cannot find the exact format you need, you have the flexibility to create a Customized CSV format to download your purchase and sale invoice data from Receipt Bot.
This article will provide a step-by-step guide to designing your custom download format for invoices.
Steps to Design a Custom Format
You can create a custom download format for invoices by following the steps defined below:
Step 1 – Navigate to the Purchases or Sales invoices page from the business menu.
Step 2 – Click the “Formats” button at the top right corner.
Step 3 – Click the “Custom Format” button.
Step 4 – Provide format details like name and description.
Step 5 – Select the checkbox for the columns that need to be included in the download format and define their names.
Step 6 – Click the “Download Sample” button to view a sample Excel file.
Step 7 – Click on the “Save” button.
Your Customized CSV download format will be saved and tagged as a favourite, enabling you to download your invoice data effortlessly in the format of your choice.
Available Customization
When creating a custom format, you can customize your data in the following ways:
– Include/Exclude Columns: Specify whether to include or exclude column headers in the generated CSV output.
– Rename Column Header: Rename the column headers according to your needs.
– Control Date Formats: Select the date format that best meets your needs.
Frequently Asked Questions
Q: How do I create a custom download format for invoices in the Receipt Bot?
A: Navigate to the Purchase/Sale invoice page, select “Download Formats,” then click the ‘Add Format’ button. Provide format details and assign fields to columns of your choice.
Q: Can I preview my custom format before saving it?
A: Yes. Click the “Download Sample” button to view a sample Excel file based on your custom format.
Q: What information can I customize in my format?
A: You can customize the format name, provide a brief description, manage column headers (include/exclude), and rename column headers according to your specific requirements.
Q: Can I modify a saved custom format later?
A: Yes, you can go back to the “Download Formats” section, locate your custom format, and make modifications as needed.
Related Help Article:
Review extracted purchase invoices in Receipt Bot
Review sale invoices in Receipt Bot