Invoice Document Type Skill
This skill creates a complete invoice document type with all necessary fields for invoice processing and data extraction.
Fields Definition
The following fields will be created for the Invoice document type:
Required Fields
- •invoice_number (text): Unique invoice identifier
- •invoice_date (date): Date of invoice issuance
- •vendor_name (text): Name of the vendor/supplier
- •total_amount (number): Total invoice amount
Optional Fields
- •due_date (date): Payment due date
- •vendor_address (address): Vendor address
- •tax_amount (number): Tax amount
- •currency (text): Currency code (e.g., USD, EUR, CNY)
- •payment_terms (text): Payment terms and conditions
- •line_items (text): Invoice line items details
Usage
When this skill is selected:
- •A new document type named "Invoice" (or custom name) will be created
- •All fields listed above will be automatically added to the document type
- •The document type will be ready for document upload and AI extraction
Field Configuration
json
{
"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:
- •Upload invoice documents (PDF, images)
- •Use AI extraction to automatically extract all field values
- •Review and validate extracted data
- •Export or integrate with your accounting system