Parse a Tax Invoice with Line Items – Step-by-Step

  1. Go to your PDF.co Document Parser
  2. Click on New Template
  3. Load Source File
  4. Add Objects
  5. Run Template
  6. Result
  7. Save your Template

With this step-by-step tutorial with screenshots, you will learn how to parse a tax invoice with line items using PDF.co Document Parser.

I have here a sample invoice with line items. We will use this for our tutorial:

Screenshot of the Tax Invoice
Screenshot of the Tax Invoice

First, log in to your PDF.co account here.

Step 1 – Go to your PDF.co Document Parser

  • On your PDF.co dashboard, click the Document Parser menu at the top of the page

Go to your PDF.co Document Parser

Step 2 – Click on New Template

  • On your PDF.co Document Parser page, click on New Template

Click on New Template

Step 3 – Load Source File

  • Select the file that you want to parse

Load Source File

Step 4 – Add Objects

  • We will use Add FIELD from RECTANGLE selection to get the Client Name, Invoice Date, Invoice No, and Invoice Total
  • We will use Add TABLE field based on TEXT SEARCH to get the Line Items
  • To get the Line Items using Add TABLE field based on TEXT SEARCH. You need to use these properties. Just change the name of row/columns depending on the names that you have with your own invoice:
    • {
      "start": {
      "expression": "PRICE{{Spaces}}TOTAL",
      "regex": true
      },
      "end": {
      "expression": "INVOICE TOTAL{{Spaces}}{{Money}}",
      "regex": true
      },
      "columns": [
      {
      "name": "ItemNo"
      },
      {
      "name": "Qty",
      "dataType": "decimal"
      },
      {
      "name": "Unit"
      },
      {
      "name": "Description"
      },
      {
      "name": "Price",
      "dataType": "decimal"
      },
      {
      "name": "Total",
      "dataType": "decimal"
      }
      ],
      "multipage": true
      }

Add field from rectangle selection

Add table field based on text search

Step 5 – Run Template

  • Once you’re finished adding the objects. Time to run your template

Run template

Step 6 – Result

  • Here’s the parsed tax invoice
Result of Parsed Tax Invoice
Result of Parsed Tax Invoice

Step 7 – Save your template

  • Once you’re finished with your template. You may save it for future use.

Save template

You’ve learned how to parse a tax invoice with line items using PDF.co Document Parser through this tutorial.

Parse a Tax Invoice – Video

 

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