Invoice line item extraction template
One item 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 collection 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 value, with the item 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 item.
Other collections people start from
Sales pipelineOne item is one company you are selling to.CompanytextContact emailemailStageone ofSeatsnumberand 4 morePrice watchOne item is one product page you are watching.Product URLurlProducttextRetailertextPricenumberand 3 moreVendor price listOne item is one product a supplier sells us, at a price.SKUtextProduct nametextUnit pricenumberCurrencyone ofand 4 more