Invoice line item extraction template
One row is one line on one supplier invoice. Suppliers, as PDFs, which is why this one is usually filled by dropping the invoice itself rather than a spreadsheet.
| Field | Type | Rules | Note |
|---|---|---|---|
| Invoice number | text | Required | |
| Invoice date | date | Required | |
| Supplier | text | Required | |
| Line description | text | Required | |
| Quantity | number | Required | |
| Unit price | number | Required | |
| Line total | number | Optional | |
| Currency | enumUSD · EUR · GBP | Required | |
| Tax rate (%) | number | Optional |
What this sheet refuses to accept
A quantity or unit price that was read from the PDF as text rather than a figure is flagged on its own cell, with the row it came from.
A tax rate arriving as “20%” becomes 20 rather than failing, and one arriving as “standard” is refused.
An invoice date in a European order is read consistently across the file rather than per row.