Invoice Document Type

Usage

When this skill is selected:

1. A new document type named "Invoice" (or custom name) will be created
2. All fields listed above will be automatically added to the document type
3. The document type will be ready for document upload and AI extraction

Field Configuration

{
  "fields": [
    {
      "fieldName": "invoice_number",
      "fieldType": "text",
      "description": "Unique invoice identifier",
      "required": true
    },
    {
      "fieldName": "invoice_date",
      "fieldType": "date",
      "description": "Date of invoice issuance",
      "required": true
    },
    {
      "fieldName": "due_date",
      "fieldType": "date",
      "description": "Payment due date",
      "required": false
    },
    {
      "fieldName": "vendor_name",
      "fieldType": "text",
      "description": "Name of the vendor/supplier",
      "required": true
    },
    {
      "fieldName": "vendor_address",
      "fieldType": "address",
      "description": "Vendor address",
      "required": false
    },
    {
      "fieldName": "total_amount",
      "fieldType": "number",
      "description": "Total invoice amount",
      "required": true
    },
    {
      "fieldName": "tax_amount",
      "fieldType": "number",
      "description": "Tax amount",
      "required": false
    },
    {
      "fieldName": "currency",
      "fieldType": "text",
      "description": "Currency code (e.g., USD, EUR, CNY)",
      "required": false
    },
    {
      "fieldName": "payment_terms",
      "fieldType": "text",
      "description": "Payment terms and conditions",
      "required": false
    },
    {
      "fieldName": "line_items",
      "fieldType": "text",
      "description": "Invoice line items details",
      "required": false
    }
  ]
}

Example

After creating an invoice document type with this skill, you can:

1. Upload invoice documents (PDF, images)
2. Use AI extraction to automatically extract all field values
3. Review and validate extracted data
4. Export or integrate with your accounting system