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How to extract invoice details using Form Extraction

How to use Form Extraction to automatically extract data from invoices and receipts at scale, export results to Excel, and save templates for reuse.

Use DataSnipper's Form Extraction to automatically extract data from invoices and receipts at scale, then work with the resulting data table in Excel.

Video tutorial

What the video covers

How to set up Form Extraction for invoices, add extractions for each field, export the results to Excel, and save a template for future use.

Prerequisites

  • Relevant invoices or receipts

  • DataSnipper Professional or Elevate package

Steps

  1. Create a table in Excel with a structure matching the information you want to extract from your invoices or receipts.

    Table in Excel structured to match the information to be extracted from invoices

  2. Import your documents into DataSnipper and run OCR if needed.

  3. Click Document Extraction in the DataSnipper ribbon and select Form Extraction.

  4. Click Start new form extraction, choose your relevant documents, then click Add extraction to snip each piece of information you want to extract.

    Adding an extraction and snipping a piece of information from an invoice in Form Extraction

  5. Click Export to Excel. DataSnipper generates a new tab with all extracted data.

  6. Copy the extracted data into your original table. From there, apply pivot tables, formulas, or any additional procedures as needed.

    Copying the extracted data from the generated Excel tab into the original table

Saving a template

If you regularly process documents with the same layout, click Save as template after setting up your extractions. The template is stored in the My templates tab within Form Extraction and can be reused without reconfiguring the snips.

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