PARSER GUIDES
Extract Data from Invoices
Quick guide to extracting data from invoices
Create an invoice parser, process one invoice, and download the result.
Create an invoice parser
Click Create Document Parser, enter a name, and choose Invoice under Document Processing Type.
guide-guides-extract-data-from-invoices-01-create-document-parser-invoice.webpRequired PARSER view: Create document parser with Invoice selectedFuture alt text: Create document parser with Invoice selectedKeep the information you need
On What to extract, keep useful fields such as Invoice Number, Invoice Date, Vendor Name, and Total Amount. Keep the Line Items table when you need item-level details.
guide-guides-extract-data-from-invoices-02-fields-and-tables-invoice-schema.webpRequired PARSER view: What to extract showing common invoice fields and a Line Items tableFuture alt text: What to extract showing common invoice fields and a Line Items tableUpload one invoice
Drop a typical invoice into Upload document and wait for processing to finish.
guide-guides-extract-data-from-invoices-03-upload-documents-drawer-clean.webpRequired PARSER view: Invoice selected in the onboarding upload stepFuture alt text: Invoice selected in the onboarding upload stepCheck the extracted data
Open the invoice and compare it with the fields and line items. Correct anything important.
guide-guides-extract-data-from-invoices-04-document-detail-extracted-fields.webpRequired PARSER view: Invoice open beside its extracted fields and Line Items tableFuture alt text: Invoice open beside its extracted fields and Line Items tableExport
Click Export Data, choose XLSX or CSV, and download the result.
guide-guides-extract-data-from-invoices-05-export-data-dialog-clean.webpRequired PARSER view: Export Data dialog for invoice fields and line itemsFuture alt text: Export Data dialog for invoice fields and line itemsFor recurring invoice emails, follow Invoice Emails to Google Sheets.
Workflows and RecipesComplete common PARSER tasks from start to finishOpen guide → Extract Data from Purchase OrdersQuick guide to extracting data from purchase ordersOpen guide →