Extract structured fields from customer invoice documents.
Scanned 9/10/2026
Install to Claude Code
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---
name: extract-customer-invoice-data
description: Extract structured fields from customer invoice documents.
---
# Extract Customer Invoice Data
Finance teams use this recipe to extract Customer Invoice fields into structured JSON for accounts receivable, accounts payable, tax, and ERP workflows.
## APIs Used
Document Extraction (1 credit per page)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "customer-invoice.pdf",
"url": "https://example.com/documents/customer-invoice-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "seller_name",
"type": "TEXT",
"description": "Seller, supplier, or issuer name"
},
{
"name": "buyer_name",
"type": "TEXT",
"description": "Buyer, customer, or recipient name"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Invoice or fiscal document number"
},
{
"name": "issue_date",
"type": "DATE",
"description": "Issue date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Line items, services, or taxable supplies",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Item or service description"
},
{
"name": "quantity",
"type": "DECIMAL",
"description": "Quantity"
},
{
"name": "unit_price",
"type": "CURRENCY_AMOUNT",
"description": "Unit price"
},
{
"name": "line_total",
"type": "CURRENCY_AMOUNT",
"description": "Line total"
}
]
},
{
"name": "tax_amount",
"type": "CURRENCY_AMOUNT",
"description": "Tax amount"
},
{
"name": "total_amount",
"type": "CURRENCY_AMOUNT",
"description": "Total payable amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "customer-invoice.pdf",
"url": "https://example.com/documents/customer-invoice-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "seller_name",
"type": "TEXT",
"description": "Seller, supplier, or issuer name"
},
{
"name": "buyer_name",
"type": "TEXT",
"description": "Buyer, customer, or recipient name"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Invoice or fiscal document number"
},
{
"name": "issue_date",
"type": "DATE",
"description": "Issue date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Line items, services, or taxable supplies",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Item or service description"
},
{
"name": "quantity",
"type": "DECIMAL",
"description": "Quantity"
},
{
"name": "unit_price",
"type": "CURRENCY_AMOUNT",
"description": "Unit price"
},
{
"name": "line_total",
"type": "CURRENCY_AMOUNT",
"description": "Line total"
}
]
},
{
"name": "tax_amount",
"type": "CURRENCY_AMOUNT",
"description": "Tax amount"
},
{
"name": "total_amount",
"type": "CURRENCY_AMOUNT",
"description": "Total payable amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "customer-invoice.pdf",
"url": "https://example.com/documents/customer-invoice-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "seller_name",
"type": "TEXT",
"description": "Seller, supplier, or issuer name"
},
{
"name": "buyer_name",
"type": "TEXT",
"description": "Buyer, customer, or recipient name"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Invoice or fiscal document number"
},
{
"name": "issue_date",
"type": "DATE",
"description": "Issue date"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Line items, services, or taxable supplies",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Item or service description"
},
{
"name": "quantity",
"type": "DECIMAL",
"description": "Quantity"
},
{
"name": "unit_price",
"type": "CURRENCY_AMOUNT",
"description": "Unit price"
},
{
"name": "line_total",
"type": "CURRENCY_AMOUNT",
"description": "Line total"
}
]
},
{
"name": "tax_amount",
"type": "CURRENCY_AMOUNT",
"description": "Tax amount"
},
{
"name": "total_amount",
"type": "CURRENCY_AMOUNT",
"description": "Total payable amount"
},
{
"name": "currency",
"type": "CURRENCY_CODE",
"description": "Currency code"
}
]
}
})
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "customer-invoice.pdf",
Url: "https://example.com/documents/customer-invoice-sample.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "seller_name",
Type: "TEXT",
Description: "Seller, supplier, or issuer name",
},
il.TextFieldConfig{
Name: "buyer_name",
Type: "TEXT",
Description: "Buyer, customer, or recipient name",
},
il.TextFieldConfig{
Name: "document_number",
Type: "TEXT",
Description: "Invoice or fiscal document number",
},
il.DateFieldConfig{
Name: "issue_date",
Type: "DATE",
Description: "Issue date",
},
il.ArrayFieldConfig{
Name: "line_items",
Type: "ARRAY",
Description: "Line items, services, or taxable supplies",
Fields: []any{
il.TextFieldConfig{
Name: "description",
Type: "TEXT",
Description: "Item or service description",
},
il.DecimalFieldConfig{
Name: "quantity",
Type: "DECIMAL",
Description: "Quantity",
},
il.CurrencyAmountFieldConfig{
Name: "unit_price",
Type: "CURRENCY_AMOUNT",
Description: "Unit price",
},
il.CurrencyAmountFieldConfig{
Name: "line_total",
Type: "CURRENCY_AMOUNT",
Description: "Line total",
},
},
},
il.CurrencyAmountFieldConfig{
Name: "tax_amount",
Type: "CURRENCY_AMOUNT",
Description: "Tax amount",
},
il.CurrencyAmountFieldConfig{
Name: "total_amount",
Type: "CURRENCY_AMOUNT",
Description: "Total payable amount",
},
il.CurrencyCodeFieldConfig{
Name: "currency",
Type: "CURRENCY_CODE",
Description: "Currency code",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract Customer Invoice Data",
"nodes": [
{
"parameters": {
"content": "## Extract Customer Invoice Data\n\nFinance teams use this recipe to extract Customer Invoice fields into structured JSON for accounts receivable, accounts payable, tax, and ERP workflows.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "extract-customer-invoice-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-customer-invoice-data-trigger",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\n \"fields\": [\n {\n \"name\": \"seller_name\",\n \"type\": \"TEXT\",\n \"description\": \"Seller, supplier, or issuer name\"\n },\n {\n \"name\": \"buyer_name\",\n \"type\": \"TEXT\",\n \"description\": \"Buyer, customer, or recipient name\"\n },\n {\n \"name\": \"document_number\",\n \"type\": \"TEXT\",\n \"description\": \"Invoice or fiscal document number\"\n },\n {\n \"name\": \"issue_date\",\n \"type\": \"DATE\",\n \"description\": \"Issue date\"\n },\n {\n \"name\": \"line_items\",\n \"type\": \"ARRAY\",\n \"description\": \"Line items, services, or taxable supplies\",\n \"fields\": [\n {\n \"name\": \"description\",\n \"type\": \"TEXT\",\n \"description\": \"Item or service description\"\n },\n {\n \"name\": \"quantity\",\n \"type\": \"DECIMAL\",\n \"description\": \"Quantity\"\n },\n {\n \"name\": \"unit_price\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Unit price\"\n },\n {\n \"name\": \"line_total\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Line total\"\n }\n ]\n },\n {\n \"name\": \"tax_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Tax amount\"\n },\n {\n \"name\": \"total_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Total payable amount\"\n },\n {\n \"name\": \"currency\",\n \"type\": \"CURRENCY_CODE\",\n \"description\": \"Currency code\"\n }\n ]\n}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "customer-invoice.pdf",
"fileUrl": "https://example.com/documents/customer-invoice-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-customer-invoice-data-extract",
"name": "Extract Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract customer invoice data from the file at [file URL]. Use the extract_document tool with these fields:
- seller_name (TEXT): Seller, supplier, or issuer name
- buyer_name (TEXT): Buyer, customer, or recipient name
- document_number (TEXT): Invoice or fiscal document number
- issue_date (DATE): Issue date
- line_items (ARRAY): Each with description (TEXT), quantity (DECIMAL), unit_price (CURRENCY_AMOUNT), line_total (CURRENCY_AMOUNT)
- tax_amount (CURRENCY_AMOUNT): Tax amount
- total_amount (CURRENCY_AMOUNT): Total payable amount
- currency (CURRENCY_CODE): Currency code
```
### Response
```json
{
"success": true,
"data": {
"seller_name": {
"value": "Seller Name",
"confidence": 0.97,
"citations": [
"SELLER NAME"
]
},
"buyer_name": {
"value": "Buyer Name",
"confidence": 0.97,
"citations": [
"BUYER NAME"
]
},
"document_number": {
"value": "BL-2026-00418",
"confidence": 0.97,
"citations": [
"DOCUMENT NUMBER"
]
},
"issue_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"line_items": {
"value": [
{
"description": {
"value": "Description",
"confidence": 0.96,
"citations": [
"DESCRIPTION"
]
},
"quantity": {
"value": 12.5,
"confidence": 0.96,
"citations": [
"QUANTITY"
]
},
"unit_price": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
},
"line_total": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.96,
"citations": [
"EUR 1,234.56"
]
}
}
],
"confidence": 0.97,
"citations": [
"LINE ITEMS"
]
},
"tax_amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"total_amount": {
"value": {
"amount": "1234.56",
"currency": "EUR"
},
"confidence": 0.97,
"citations": [
"EUR 1,234.56"
]
},
"currency": {
"value": "EUR",
"confidence": 0.97,
"citations": [
"CURRENCY"
]
}
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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