pdftract/profiles/builtin/invoice

INVOICE Profile

Commercial invoice with line items, vendor/customer, and totals

Match Criteria Summary

Documents matching this profile typically contain:

• Strong text signals: Words like "invoice", "bill to", "invoice #", "tax invoice", "due date", "purchase order"
• Structural signals: Presence of a line item table (detected as the largest table or in the bottom half of the first page)
• Page count: Usually 1-5 pages (invoices are rarely longer)
• Layout patterns: Vendor information at top, billing details, line items table, and totals at bottom

The classifier looks for invoice-specific terminology combined with tabular data structures. Documents with both "invoice" terminology AND monetary tables match with highest confidence.

Extracted Fields

Field	Type	Description	Example Value	Source Hint
invoice_number	string	Unique invoice identifier	"INV-2024-0154"	Regex patterns: invoice\s*[#:]?\s*([A-Z0-9-]+)
vendor	string	Company issuing the invoice	"Acme Supplies Inc."	Regex patterns: vendor/supplier/company fields
customer	string	Company billed to	"Global Tech Corp."	Regex patterns: "bill to" section
invoice_date	date	Date invoice was issued	2024-01-15	Regex patterns: "invoice date" field
due_date	date	Payment deadline	2024-02-14	Regex patterns: "due date" or "payment due" fields
total	decimal	Total amount due	1250.00	Regex patterns: "total" or "amount due" fields
subtotal	decimal	Amount before tax	1000.00	Regex patterns: "subtotal" field
tax	decimal	Tax amount	250.00	Regex patterns: "tax", "vat", "gst" fields
line_items	array	Array of line item objects	[{description: "Widget", quantity: 10, unit_price: 100.00, amount: 1000.00}]	Table extraction from largest table

Known Limitations

• Multi-currency invoices: May extract the wrong total if currency symbols appear in multiple places; the profile matches the first currency symbol near "total"
• Complex line items: Line items spanning multiple rows (e.g., multi-line descriptions) may be split incorrectly; table extraction assumes single-row items
• Handwritten or scanned invoices: OCR errors can cause missed fields; the profile relies on clean text extraction
• Non-standard layouts: Invoices with line items on multiple pages may only extract items from the first page
• Multiple invoices in one PDF: Only the first invoice-like structure is extracted
• Discount handling: Discounts are not explicitly extracted; they may appear as negative line items or be missed entirely
• Invoice variations: Non-English invoices (e.g., "factura", "rechnung") may not match if the pattern list isn't localized

Sample Input

Example fixtures demonstrating this profile are available in tests/fixtures/classifier/invoice/.

The corpus includes 50 invoice documents covering various formats and layouts.

Configuration Tips

To override this profile for custom invoice formats:

pdftract profiles export invoice > my-invoice.yaml
# Edit my-invoice.yaml to customize match criteria, fields, or extraction patterns
pdftract extract --profile my-invoice.yaml document.pdf

Common customizations:

• Add company-specific invoice number patterns to invoice_number.extraction.patterns
• Adjust line_items.extraction.table_region if invoices use non-standard table placement
• Add localized patterns for non-English invoices

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This README documents the built-in invoice profile. See docs/research/document-classification-and-zone-labeling.md for classifier theory.