Invoice Parser Setup Guide
Learn how to configure an Invoice Parser to enable automated invoice processing. Extract data from PDFs and export to Excel, CSV, or JSON.
Before You Start
Before setting up your parser, ensure you have:
- A PerfectParser account (sign up at perfectparser.com if you haven't already).
- A healthy credit balance (each page processed consumes 1 credit; you can check your balance in the dashboard sidebar).
- A sample invoice document (PDF, PNG, or JPEG) from one of your suppliers to use during the parser setup.
Recommended Fields
We suggest configuring the following schema fields for your Invoice Parser to capture all essential billing data. You can add, edit, or remove these fields at any time in the schema editor.
| Field Name | Type | Description |
|---|---|---|
invoice_number | Text | The unique invoice reference or identifier (e.g., INV-2026-001). |
vendor_name | Text | The name of the supplier or business billing you. |
vendor_tax_id | Text | The supplier's tax registration or VAT number (e.g., EU123456789). |
issue_date | Text | The date the invoice was generated by the supplier. |
due_date | Text | The payment deadline or due date. |
subtotal | Number | The net amount before taxes, discounts, or shipping. |
tax_amount | Number | The total tax or VAT amount billed. |
total_amount | Number | The final gross amount due. |
currency | Text | The billing currency code (e.g., USD, EUR, GBP). |
line_items | Table | Table containing description, quantity, unit_price, and total_amount for each row. |
AI Prompt (Optional)
To help the AI parser extract field values with maximum accuracy, copy and paste the following prompt instructions into the AI Prompt (Optional) field during setup:
Next Steps: Build Your Parser
Ready to build this? Follow our Create a Parser guide for step-by-step dashboard instructions to set up your schema, and then learn how to process files in Bulk Extraction.
Developer Integration
If you want to automate invoice processing programmatically inside your applications, you can trigger extractions using our API:
- See the Create Parser API Guide to manage your parsers programmatically.
- See the Start Extraction API Guide to submit invoice files and retrieve extracted JSON payloads.
- See the Webhooks Reference to configure automatic webhooks that deliver extraction results to your server as soon as they are completed.
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