Invoice Extract
OCR automatically reads and extracts sales invoice data
Invoice Extract module automatically reads sales invoice files (PDF/JPG/PNG) using OCR/AI to fill accounting document data.
System automatically recognizes customer, invoice date, invoice number, invoice lines, taxes and payment information from scanned files.
Key Features
Key points
• OCR automatically reads invoices from PDF/JPG/PNG
• AI recognizes customers and partner information
• Extract invoice date and payment terms
• Automatically fill invoice lines and taxes
• Recognize invoice number and references
• Support multiple invoice formats
OCR Process
Steps
1. Create draft sales invoice
2. Attach scanned invoice file
3. System automatically sends OCR (or click Digitize)
4. Wait for OCR results
5. Data is filled into form
6. Review and adjust before posting
Configuration
Digitization Modes
| Mode | Description |
|---|---|
| Do not digitize | No automatic OCR |
| Digitize on demand | OCR when button clicked |
| Digitize automatically | Auto OCR when conditions met |
Best Practices
Key points
• Use high-quality scanned files for accurate OCR
• Carefully review OCR data before posting
• Train system by correcting wrong data
• Configure auto digitize to save time