Supplier invoices (basic) — document capture template

A light accounts payable setup and the one behind the Sample Invoices Batch Setup: invoices and credit notes are recognised automatically and the invoice number, invoice date, supplier, VAT number, net amount, total and currency are extracted, with no extra cross-checks. Choose a UK, USA or Europe invoice template for market-specific validation.

At a glance


Region	Global
Industry	Finance & accounts payable
Document types	Invoice, Credit note
Workflow	Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export
Straight-through processing	Yes — documents that pass every check skip Index / Validate
Separation	blank pages
Output	searchable PDF with XML, JSON data
Dates read as	dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy

Use this template

Go to Batch Setups and choose New Batch Setup.
Filter by Global or search for "Supplier invoices (basic)", select it and choose Next.
Name the Batch Setup, choose the export folder and create it.
Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.

Batch fields

Entered once per batch, for example on the Scan screen.

Field	Type	Required	Found by	Checks
Batch reference	Text		entered by the operator

Document types and fields

Invoice

Recognised by words such as "invoice", "amount due", "VAT".

Field	Type	Required	Found by	Checks
Invoice number	Text	Yes	pattern in the text
Invoice date	Date	Yes	label "Invoice date", "Date of issue", "Tax point"
Supplier	Text		label "Supplier", "From", "Vendor"
VAT number	Text		pattern in the text
Net amount	Amount		label "Subtotal", "Net amount", "Net total"	at least 0
Total amount	Amount	Yes	label "Total due", "Amount due", "Invoice total"	at least 0
Currency	Choice		default "GBP"	one of: GBP, EUR, USD

Credit note

Recognised by words such as "credit note".

Field	Type	Required	Found by	Checks
Invoice number	Text	Yes	pattern in the text
Invoice date	Date	Yes	label "Invoice date", "Date of issue", "Tax point"
Supplier	Text		label "Supplier", "From", "Vendor"
VAT number	Text		pattern in the text
Net amount	Amount		label "Subtotal", "Net amount", "Net total"	at least 0
Total amount	Amount	Yes	label "Total due", "Amount due", "Invoice total"	at least 0
Currency	Choice		default "GBP"	one of: GBP, EUR, USD

Adapt it to your documents

Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
Improve document type recognition: Document classes and classification, Samples and classifier training.
Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
Arrange the data entry screen: Screen designer.

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