Rowvia template

Invoice PDF extraction template

Extract payment and accounting review fields from invoice documents into a table.

What this template is for

Invoices need quick checks before payment or handoff. This template captures the core values without making accounting decisions for the user.

How to use the template

Upload invoices, choose the Invoice template, run processing, and review values before export.

Open invoice demo Open the app

The demo uses sample data. You will see how primary sources become rows by default, how related attachments can stay with them, how a template prepares columns, and how to review the result before export.

Table preview for the Invoices template
Business, procurement, administration

Columns prepared by the template

The Invoices template prepares columns such as Supplier, Customer, Invoice number, Issue date, Due date. You can adjust the fields or add custom questions.

SupplierCustomerInvoice numberIssue dateDue dateTotal excl. VATTotal incl. VATVAT rateBank accountVariable symbol
Customization

Start from the template, then adjust it

After sign-in, copy the template to your own templates, rename columns, adjust instructions, and add custom questions. Test it on a few typical sources before using it repeatedly.

Template ID: invoice Sources: PDF, DOCX, TXT 10 output columns

The ID is the stable built-in template identifier in the app. For API or MCP workflows, first prepare the table with the right columns in the app, then add sources to the existing table.

Prompts

Example column instructions

Each output column has its own instruction. The examples below are shortened, but they come from the actual built-in template.

Supplier

Find the supplier or issuer name.

Customer

Find the customer or buyer name.

Invoice number

Extract the invoice number exactly.

Inputs

Typical input sources

The template works well for adding several similar documents or text sources in a batch. Each primary source becomes one table row by default, and related attachments can stay with it.

  • cloud-services-invoice.pdf
  • office-equipment-invoice.pdf
  • maintenance-invoice.pdf
Output sample

What the processed table can look like

The sample values are synthetic. Always check important values against the original source.

Sample output table. Rows show primary sources and the values are synthetic.
SourceSupplierCustomerInvoice numberIssue dateDue date
cloud-services-invoice.pdfAlpha Ltdstated in sourcestated in source2026-06-142026-06-14
office-equipment-invoice.pdfBeta GmbHvalue to verifyvalue to verify2026-06-212026-06-21
maintenance-invoice.pdfGamma LLCfill after reviewfill after review2026-07-022026-07-02
Use case

Related use case

Invoices and purchase documents to a review table Turn invoices and purchase documents into a table for checking payment details, due dates, and tax totals.
FAQ

Template FAQ

What is the Invoices template for?

It is a starting setup for processing similar documents or text sources into a table. Rowvia prepares one row per primary source by default, keeps related attachments with it when useful, and creates columns based on this template.

Can I add custom columns?

Yes. The template is only a starting point. You can edit, remove, or add columns with your own questions for the fields you need.

Which data does the template usually extract?

Typical fields include Supplier, Customer, Invoice number, Issue date. Important values should be checked against the original source before use.

Does the template replace expert review?

No. The output is a working table for review and export. Accounting, legal, insurance, public-sector, or technical decisions still require checking important values in the original document.

Use this template

Open the app, run the demo, or review the workflow this template supports.

Open invoice demoInvoicesTemplates