iterationlayer Extract Proforma Invoice Data
Finance teams use this recipe to extract Proforma 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 during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
Implementation
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": "proforma-invoice.pdf",
"url": "https://example.com/documents/proforma-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"
}
]
}
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "proforma-invoice.pdf",
"url": "https://example.com/documents/proforma-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"
}
]
}
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "proforma-invoice.pdf",
"url": "https://example.com/documents/proforma-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"
}
]
}
})
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: "proforma-invoice.pdf",
Url: "https://example.com/documents/proforma-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
}
{
"name": "Extract Proforma Invoice Data",
"nodes": [
{
"parameters": {
"content": "## Extract Proforma Invoice Data\n\nFinance teams use this recipe to extract Proforma 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-proforma-invoice-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-proforma-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": "proforma-invoice.pdf",
"fileUrl": "https://example.com/documents/proforma-invoice-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-proforma-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"
}
}
Extract proforma 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
{
"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"
]
}
}
}