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Retrieve basic details from a billing document
Retrieve basic details from a billing document
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Written by Wrk Product
Updated over a week ago

Retrieve basic details from a billing document(invoice, receipt, or purchase order). Additional information can be captured by configuring the "Fields to capture" section.

Supported languages: English

Common use cases

  • Accounts payable invoice processing

Application

  • Intelligent Document Processing

Inputs (what you have)

Name

Description

Data Type

Required?

Example

Billing document

Billing document to retrieve details from. Accepted document formats are PNG, JPEG, TIFF, or PDF

File

Yes

Invoice_123.pdf

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data library section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)

Name

Description

Data Type

Required?

Example

Document number

Invoice number or receipt number for the billing document provided.

Text(Short)

No

INV-20230512-001

Date

The date when the billing document is issued in ISO 8601 format

Date

Yes

2023-05-12

Due date

The date by which the payment is due in ISO 8601 format

Date

No

2023-06-01

Terms

Payment terms or conditions for the billing document

Text(Short)

No

Net 30

Supplier name

Name of the supplier or company issuing the billing document

Text(Short)

Yes

ABC Corporation

Supplier address

Address of the supplier or company issuing the billing document

Text(Short)

No

123 Main Street, City, State, ZIP

Bill to name

Name of the customer or entity to be billed

Text(Short)

No

XYZ Company

Bill to address

Address of the customer or entity to be billed

Text(Short)

No

456 Elm Avenue, City, State, ZIP

Ship to name

Name of the person or company to whom the shipment is made

Text(Short)

No

John Doe

Ship to address

Address where the shipment will be delivered

Text(Short)

No

789 Oak Lane, City, State, ZIP

Purchase or reference no.

Reference number provided by the customer or client

Text(Short)

No

PR-20230512-001

Vendor VAT number

VAT (Value Added Tax) identification number

Text (Short)

No

GB123456789

Subtotal

Total amount of the billing document before tax and additional charges

Number

No

1000.00

Tax amount

Amount of tax applied to the billing document

Number

No

200.00

Total amount

Final total amount due on the billing document, including tax

Number

Yes

1200.00

Amount due

The amount due on the billing document

Number

No

0.00

Amount paid

The amount paid on the billing document

Number

No

1200.00

Currency of the total amount

Currency in which the total amount is expressed

Text(Short)

No

USD

Note: Values configured in the"Fields to capture" section can be used to extract additional detail based on partial label names.

Example: In the sample invoice below the "Notes" text "Please deliver to the back entrance" can be captured by adding a field named "Notes" with the data type Text (Short). Since additional detail can be captured with partial label matches in our example, we can also pick up the Notes field if a Fields to capture was created called "Note".

Outcomes

Name

Description

Success

This status is selected if details are extracted from the billing document provided.

No Result

This status is selected in the event of the following scenarios:

  • If less than 4 are going to be returned to the user than return a no results

Impossible to Complete

This status is selected in the event of the following scenarios:

  • Document is not in in an accepted format

Requirements

  • N/A

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