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 for downloading your purchase and sale invoice data from Receipt Bot.

This help 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 Purchase/Sale invoice page from the side menu.

Step 2 – Click the ” Formats” button at the top right corner.

Step 3 – Click the ‘Custom Format’ button.

Step 4 – Create a customized format by providing format details and assigning each field to a column of your choice.

Step 5 – Click the “Download Sample” button to view a sample Excel file.

Step 6 – 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:

Format Details

Name: Provide a clear and concise name for your custom format to help your team members easily identify its purpose.

Description: Add a brief description to the format.

Rename and manage columns:

Include/Exclude Column Headers: Specify whether to include or exclude column headers in the generated CSV output.

Rename the column headers: Rename the column headers according to your needs.

Frequently Asked Questions


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.


A: Certainly! Click the “Download Sample” button to view a sample Excel file based on your custom 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.


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

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