How to extract invoice fields from a readable webpage
Invoice extraction helps prepare a consistent record from a readable invoice view. It is useful for administration when the invoice number, parties, dates and amounts need to move into a spreadsheet.
Start with the right material.
- What you provide
- an invoice displayed as readable HTML, excluding scanned PDFs.
- The intended result
- Export invoice number, vendor, issue date, due date, currency and stated total.
How the workflow works.
Keep document-level fields separate from individual charges. Preserve the stated currency and distinguish the invoice date, due date and any payment date instead of placing them in one generic date column.
What to check in the result.
Compare the extracted values with the original invoice. A readable HTML view is the source for this recipe; an inaccessible scan or attachment needs a separate way to supply its contents.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Invoice number, Vendor, Issue date, Due date, Currency, Stated total. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.