Receipt Parser Setup Guide
Configure a Receipt Parser for automated receipt processing. Learn how to use our receipt OCR to extract merchant names, taxes, and line items.
Before You Start
Before setting up your parser, ensure you have:
- A PerfectParser account (sign up at perfectparser.com).
- A healthy credit balance (each receipt page processed consumes 1 credit).
- A sample receipt document (PDF, PNG, or JPEG) to use during the parser setup.
Recommended Fields
We suggest configuring the following schema fields for your Receipt Parser to capture all essential transaction data.
| Field Name | Type | Description |
|---|---|---|
merchant_name | Text | The name of the store, restaurant, or vendor (e.g., Starbucks, Uber). |
transaction_date | Text | The date the receipt was issued. |
transaction_time | Text | The time of the transaction (if available). |
merchant_address | Text | The physical address or location of the merchant. |
subtotal | Number | The transaction subtotal before taxes and gratuities. |
tax_amount | Number | The sales tax or VAT amount charged. |
tip_amount | Number | Gratuities or tips added to the bill (e.g. for restaurant or taxi receipts). |
total_amount | Number | The final payment amount charged. |
payment_method | Text | The payment type (e.g., Visa 1234, Cash). |
items | Table | Table containing description, quantity, and amount for each purchased item. |
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 receipt processing programmatically inside your applications:
- See the Create Parser API Guide to manage your parsers programmatically.
- See the Start Extraction API Guide to submit receipt 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.
Looking for product features and use cases?