iterationlayer Invoice to PDF Report
Finance teams and invoice processing platforms use this recipe to automate the extract-to-report pipeline. Upload an invoice, extract structured data with confidence scores, and generate a branded PDF summary — all through two API calls.
APIs Used
Document Extraction (1 credit per page), Document Generation (1 credits/request)
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
# Step 1: Extract invoice data
EXTRACTION=$(curl -s -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": "invoice-2026-0412.pdf",
"url": "https://example.com/invoices/invoice-2026-0412.pdf"
}
],
"schema": {
"fields": [
{ "name": "invoice_number", "type": "TEXT", "description": "Invoice number or identifier" },
{ "name": "vendor_name", "type": "TEXT", "description": "Name of the vendor or supplier" },
{ "name": "invoice_date", "type": "DATE", "description": "Date the invoice was issued" },
{ "name": "total_amount", "type": "CURRENCY_AMOUNT", "description": "Total amount due on the invoice" },
{
"name": "line_items",
"type": "ARRAY",
"description": "Individual line items on the invoice",
"fields": [
{ "name": "item_description", "type": "TEXT", "description": "Description of the item or service" },
{ "name": "amount", "type": "CURRENCY_AMOUNT", "description": "Amount for this line item" }
]
}
]
}
}')
# Step 2: Generate a PDF report from the extracted invoice data
curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "pdf",
"document": {
"metadata": {
"title": "Invoice Summary — INV-2026-0412",
"author": "Accounts Payable"
},
"page": {
"size": { "preset": "A4" },
"margins": {
"top_in_pt": 54,
"right_in_pt": 54,
"bottom_in_pt": 54,
"left_in_pt": 54
}
},
"content": [
{ "type": "headline", "level": "h1", "text": "Invoice Summary — INV-2026-0412" },
{
"type": "paragraph",
"runs": [
{ "text": "Vendor: ", "font_weight": "bold" },
{ "text": "Pinnacle Office Supplies Ltd.\n" },
{ "text": "Invoice Date: ", "font_weight": "bold" },
{ "text": "2026-03-28" }
]
},
{ "type": "separator" },
{ "type": "headline", "level": "h2", "text": "Line Items" },
{
"type": "table",
"headers": [
{ "text": "Description" },
{ "text": "Amount" }
],
"rows": [
[
{ "text": "A4 Copy Paper (10 reams)" },
{ "text": "$84.50" }
],
[
{ "text": "Black Ink Cartridges (6-pack)" },
{ "text": "$137.94" }
],
[
{ "text": "Ergonomic Desk Chair" },
{ "text": "$449.00" }
],
[
{ "text": "Monitor Riser Stand" },
{ "text": "$62.00" }
]
]
},
{ "type": "separator" },
{
"type": "paragraph",
"runs": [
{ "text": "Total Amount Due: $733.44", "font_weight": "bold" }
]
}
]
}
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
// Step 1: Extract invoice data
const extraction = await client.extractDocument({
files: [
{
type: "url",
name: "invoice-2026-0412.pdf",
url: "https://example.com/invoices/invoice-2026-0412.pdf",
},
],
schema: {
fields: [
{
name: "invoice_number",
type: "TEXT",
description: "Invoice number or identifier",
},
{
name: "vendor_name",
type: "TEXT",
description: "Name of the vendor or supplier",
},
{
name: "invoice_date",
type: "DATE",
description: "Date the invoice was issued",
},
{
name: "total_amount",
type: "CURRENCY_AMOUNT",
description: "Total amount due on the invoice",
},
{
name: "line_items",
type: "ARRAY",
description: "Individual line items on the invoice",
fields: [
{
name: "item_description",
type: "TEXT",
description: "Description of the item or service",
},
{
name: "amount",
type: "CURRENCY_AMOUNT",
description: "Amount for this line item",
},
],
},
],
},
});
const invoiceNumber = String(extraction["invoice_number"].value);
const vendorName = String(extraction["vendor_name"].value);
const invoiceDate = String(extraction["invoice_date"].value);
const totalAmount = String(extraction["total_amount"].value);
const lineItems = extraction["line_items"].value as Array<
Record<string, { value: unknown }>
>;
// Step 2: Generate a PDF report from the extracted invoice data
const report = await client.generateDocument({
format: "pdf",
document: {
metadata: {
title: `Invoice Summary — ${invoiceNumber}`,
author: "Accounts Payable",
},
page: {
size: { preset: "A4" },
margins: {
top_in_pt: 54,
right_in_pt: 54,
bottom_in_pt: 54,
left_in_pt: 54,
},
},
content: [
{
type: "headline",
level: "h1",
text: `Invoice Summary — ${invoiceNumber}`,
},
{
type: "paragraph",
runs: [
{ text: "Vendor: ", font_weight: "bold" },
{ text: `${vendorName}\n` },
{ text: "Invoice Date: ", font_weight: "bold" },
{ text: invoiceDate },
],
},
{ type: "separator" },
{ type: "headline", level: "h2", text: "Line Items" },
{
type: "table",
headers: [{ text: "Description" }, { text: "Amount" }],
rows: lineItems.map((item) => [
{ text: String(item["item_description"].value) },
{ text: String(item["amount"].value) },
]),
},
{ type: "separator" },
{
type: "paragraph",
runs: [
{ text: `Total Amount Due: ${totalAmount}`, font_weight: "bold" },
],
},
],
},
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
# Step 1: Extract invoice data
extraction = client.extract_document(
files=[
{
"type": "url",
"name": "invoice-2026-0412.pdf",
"url": "https://example.com/invoices/invoice-2026-0412.pdf",
}
],
schema={
"fields": [
{"name": "invoice_number", "type": "TEXT", "description": "Invoice number or identifier"},
{"name": "vendor_name", "type": "TEXT", "description": "Name of the vendor or supplier"},
{"name": "invoice_date", "type": "DATE", "description": "Date the invoice was issued"},
{"name": "total_amount", "type": "CURRENCY_AMOUNT", "description": "Total amount due on the invoice"},
{
"name": "line_items",
"type": "ARRAY",
"description": "Individual line items on the invoice",
"fields": [
{"name": "item_description", "type": "TEXT", "description": "Description of the item or service"},
{"name": "amount", "type": "CURRENCY_AMOUNT", "description": "Amount for this line item"},
],
},
]
},
)
invoice_number = extraction["invoice_number"]["value"]
vendor_name = extraction["vendor_name"]["value"]
invoice_date = extraction["invoice_date"]["value"]
total_amount = extraction["total_amount"]["value"]
line_items = extraction["line_items"]["value"]
# Step 2: Generate a PDF report from the extracted invoice data
report = client.generate_document(
format="pdf",
document={
"metadata": {
"title": f"Invoice Summary — {invoice_number}",
"author": "Accounts Payable",
},
"page": {
"size": {"preset": "A4"},
"margins": {
"top_in_pt": 54,
"right_in_pt": 54,
"bottom_in_pt": 54,
"left_in_pt": 54,
},
},
"content": [
{"type": "headline", "level": "h1", "text": f"Invoice Summary — {invoice_number}"},
{
"type": "paragraph",
"runs": [
{"text": "Vendor: ", "font_weight": "bold"},
{"text": f"{vendor_name}\n"},
{"text": "Invoice Date: ", "font_weight": "bold"},
{"text": invoice_date},
],
},
{"type": "separator"},
{"type": "headline", "level": "h2", "text": "Line Items"},
{
"type": "table",
"headers": [
{"text": "Description"},
{"text": "Amount"},
],
"rows": [
[
{"text": item["item_description"]["value"]},
{"text": str(item["amount"]["value"])},
]
for item in line_items
],
},
{"type": "separator"},
{
"type": "paragraph",
"runs": [{"text": f"Total Amount Due: {total_amount}", "font_weight": "bold"}],
},
],
},
)
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: "invoice-2026-0412.pdf",
Url: "https://example.com/invoices/invoice-2026-0412.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "invoice_number",
Type: "TEXT",
Description: "Invoice number or identifier",
},
il.TextFieldConfig{
Name: "vendor_name",
Type: "TEXT",
Description: "Name of the vendor or supplier",
},
il.DateFieldConfig{
Name: "invoice_date",
Type: "DATE",
Description: "Date the invoice was issued",
},
il.CurrencyAmountFieldConfig{
Name: "total_amount",
Type: "CURRENCY_AMOUNT",
Description: "Total amount due on the invoice",
},
il.ArrayFieldConfig{
Name: "line_items",
Type: "ARRAY",
Description: "Individual line items on the invoice",
Fields: []any{
il.TextFieldConfig{
Name: "item_description",
Type: "TEXT",
Description: "Description of the item or service",
},
il.CurrencyAmountFieldConfig{
Name: "amount",
Type: "CURRENCY_AMOUNT",
Description: "Amount for this line item",
},
},
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
{
"name": "Invoice to PDF Report",
"nodes": [
{
"parameters": {
"content": "## Invoice to PDF Report\n\nFinance teams and invoice processing platforms use this recipe to automate the extract-to-report pipeline. Upload an invoice, extract structured data with confidence scores, and generate a branded PDF summary \u2014 all through two API calls.\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": "cb1571ce-e625-45bf-9316-2617d43d6880",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Extract Invoice Data\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
475,
100
],
"id": "f226bc1b-1ad5-4dad-9e7f-d4245823f4d4",
"name": "Step 1 Note"
},
{
"parameters": {
"content": "### Step 2: Generate PDF Report\nResource: **Document Generation**\n\nConfigure the Document Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
725,
100
],
"id": "b2f28ece-0a45-4498-86de-232f2763fce4",
"name": "Step 2 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "[\n {\n \"name\": \"invoice_number\",\n \"type\": \"TEXT\",\n \"description\": \"The unique invoice identifier\"\n },\n {\n \"name\": \"vendor_name\",\n \"type\": \"TEXT\",\n \"description\": \"Name of the vendor or supplier\"\n },\n {\n \"name\": \"invoice_date\",\n \"type\": \"DATE\",\n \"description\": \"Date the invoice was issued\"\n },\n {\n \"name\": \"line_items\",\n \"type\": \"ARRAY\",\n \"description\": \"List of line items on the invoice\",\n \"children\": [\n {\n \"name\": \"item_description\",\n \"type\": \"TEXT\",\n \"description\": \"Description of the line item\"\n },\n {\n \"name\": \"amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Amount for this line item\"\n }\n ]\n },\n {\n \"name\": \"total_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Total invoice amount\"\n }\n]",
"files": {
"fileValues": [
{
"inputMode": "url",
"fileUrl": "https://example.com/invoices/2026-001.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "b2c3d4e5-f6a7-8901-bcde-f23456789012",
"name": "Extract Invoice Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
},
{
"parameters": {
"resource": "documentGeneration",
"format": "pdf",
"documentJson": "{\n \"pages\": [\n {\n \"width_in_pt\": 595,\n \"height_in_pt\": 842,\n \"blocks\": [\n {\n \"type\": \"paragraph\",\n \"text\": \"Invoice Report\",\n \"font_size_in_pt\": 28,\n \"font_weight\": \"bold\",\n \"color\": \"#1a1a1a\",\n \"margin_top_in_pt\": 60,\n \"margin_left_in_pt\": 50,\n \"margin_right_in_pt\": 50\n },\n {\n \"type\": \"paragraph\",\n \"text\": \"Invoice #{{ $json.invoice_number }} \u2014 {{ $json.vendor_name }}\",\n \"font_size_in_pt\": 14,\n \"color\": \"#444444\",\n \"margin_top_in_pt\": 20,\n \"margin_left_in_pt\": 50,\n \"margin_right_in_pt\": 50\n },\n {\n \"type\": \"paragraph\",\n \"text\": \"Date: {{ $json.invoice_date }}\",\n \"font_size_in_pt\": 12,\n \"color\": \"#666666\",\n \"margin_top_in_pt\": 8,\n \"margin_left_in_pt\": 50,\n \"margin_right_in_pt\": 50\n },\n {\n \"type\": \"table\",\n \"margin_top_in_pt\": 30,\n \"margin_left_in_pt\": 50,\n \"margin_right_in_pt\": 50,\n \"columns\": [\n {\n \"header\": \"Description\",\n \"width_fraction\": 0.7\n },\n {\n \"header\": \"Amount\",\n \"width_fraction\": 0.3,\n \"align\": \"right\"\n }\n ],\n \"rows\": \"{{ $json.line_items }}\"\n },\n {\n \"type\": \"paragraph\",\n \"text\": \"Total: {{ $json.total_amount }}\",\n \"font_size_in_pt\": 16,\n \"font_weight\": \"bold\",\n \"color\": \"#1a1a1a\",\n \"margin_top_in_pt\": 20,\n \"margin_left_in_pt\": 50,\n \"margin_right_in_pt\": 50,\n \"text_align\": \"right\"\n }\n ]\n }\n ]\n}"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
750,
300
],
"id": "c3d4e5f6-a7b8-9012-cdef-345678901234",
"name": "Generate PDF Report",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Invoice Data",
"type": "main",
"index": 0
}
]
]
},
"Extract Invoice Data": {
"main": [
[
{
"node": "Generate PDF Report",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
Extract data from the invoice at [file URL] using extract_document with fields for vendor name, invoice number, date, due date, line items (description, quantity, unit price, amount), subtotal, tax, and total. Then generate a formatted PDF summary using generate_document with the extracted data, including a header, invoice details, line items table, and totals.
Response
{
"success": true,
"data": {
"buffer": "JVBERi0xLjQK...",
"mime_type": "application/pdf"
}
}