Invoice Formats We Read

Freelancers invoice in whatever tool is closest: a PDF from an invoicing app, an Excel sheet they've kept for years, a Google Sheet, a Word doc, sometimes just a CSV export. DueBuddy is built to read all of them. You don't need to switch tools to use it.

The formats

PDF. The most common. A text-based PDF (from an invoicing app or a "save as PDF") is easy to parse. A scanned PDF — a photo of a printed invoice — is harder, because it's an image rather than text. If yours is text, we read the client, the invoice number, the amount, and the due date straight from it.

Excel and Google Sheets. If you track invoices in a spreadsheet, we read the columns. One row per invoice, with a column each for client, amount, number, and due date, is all we need.

CSV. A plain-text export of the same columns. If you can export your invoices to CSV, we can read it.

Word. Less structured than a spreadsheet, but a standard invoice layout parses fine.

What we pull out of any of them

Four fields drive the whole service:

• who the client is,
• the invoice number,
• the amount,
• the due date.

That's it. Those four fields let DueBuddy know what to say, to whom, when, and for how much. Everything else in your invoice stays yours.

How you get it in

Upload the file, or type the four fields by hand. Both work. Upload is faster when you have many invoices; the manual fields are there when you have one and don't want to dig up the file.

See how to write an overdue invoice email for what happens after the invoice is loaded, or open tracking for how you'll know it was seen.

Your format already works

Whatever you invoice in today, you can keep invoicing in it. DueBuddy meets you at the format you already use.

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