How to Parse an Invoice with Line Items in Bordered Table using PDF.co Document Parser

Parse an Invoice with Line Items in Bordered Table – Guide

Go to your PDF.co Document Parser Page
Create a New Template
Load Test PDF or Image
Add Objects
Add Expression using Macros
Result
Save Template

We prepared this step-by-step tutorial to teach you how to parse an invoice with line items in a bordered table using PDF.co Document Parser.

Here’s our sample invoice with line items in a bordered table:

Let’s start by logging in to PDF.co here.

Step 1 – Go to your PDF.co Document Parser Page

Once you’re already logged in to PDF.co you will be redirected to your dashboard
On your dashboard page, click on the document parser menu at the top of the page

Step 2 – Create a New Template

On your document parser page, click on New Template

Step 3 – Load Test PDF or Image

Once you’re already at the template editor page, load the PDF or Image that you’re going to use

Step 4 – Add Objects

We will use two types of objects for this invoice
First will be Add TABLE field based on TEXT SEARCH
The second will be Add Field based on TEXT SEARCH

Step 5 – Add Expression using Macros

To get the invoice number, order number, total net, and total invoice we will first search for the Invoice #, Order, Total Net, and Total Invoice text and then add the {{Number}} macro. Then, check the Regex checkbox and change the Data Type to Integer since we’re looking for a number.
To get the date, we will first search for the Date text and then add the {{SmartDate}} macro. Then, check the Regex checkbox and change the Data Type to Date since we’re looking for a date.

For the list of items just use these properties and change the column/rows depending on what’s on your invoice.

{
"start": {
"expression": "({{LineStart}})(?={{Spaces}}WH)",
"regex": true
},
"end": {
"expression": "{{EndOfPage}}",
"regex": true
},
"row": {
"expression": "{{LineStart}}{{Spaces}}(?<WarehouseLoc>{{Letter}}){{Spaces}}(?<ItemNo>{{Number}}){{Spaces}}(?<Brand>{{SentenceWithSingleSpaces}}){{Spaces}}(?<Description>{{SentenceWithSingleSpaces}}){{Spaces}}(?<PackSize>{{LettersOrDigitsOrSymbols}}){{Spaces}}(?<Per>{{Letters}}){{Spaces}}(?<Quantity>{{Number}}){{Spaces}}(?<UnitPrice>{{Number}}){{Spaces}}(?<NetValue>{{Number}}){{Spaces}}(?<GSTAmount>{{Number}}){{Spaces}}(?<TotalAmount>{{Number}})",
"regex": true
},
"columns": [
{
"name": "WH LOC",
"dataType": "string"
},
{
"name": "Item Number",
"dataType": "integer"
},
{
"name": "Brand",
"dataType": "string"
},
{
"name": "Description",
"dataType": "string"
},
{
"name": "Pack Size",
"dataType": "string"
},
{
"name": "Per",
"dataType": "string"
},
{
"name": "Quantity",
"dataType": "integer"
},
{
"name": "Unit Price",
"dataType": "decimal or currency"
},
{
"name": "Net Value",
"dataType": "decimal or currency"
},
{
"name": "GST Amount",
"dataType": "decimal or currency"
},
{
"name": "Total Amount",
"dataType": "decimal or currency"
}
]
}