How to Convert PDF Invoices into E-Invoices - Step by Step Guide

Converting PDF invoices into e-invoices may seem complicated, but with the right tools, it’s quick and effortless! In this step-by-step tutorial, I’ll show you how to automate the process using Klippa DocHorizon. Saving time, ensuring compliance, and seamlessly integrating with your ERP or accounting system. Get started here with a free €25 credit: https://dochorizon.klippa.com/public/signup?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice

🔹 What You’ll Learn:

✅ How to set up Klippa DocHorizon for e-invoicing
✅ Enabling the right services: Financial Document Capturing, E-Invoicing & more
✅ Configuring Human-in-the-Loop for accurate invoice validation
✅ Automating invoice conversion using Flow Builder
✅ Uploading your final Peppol e-invoice to Google Drive or other platforms

To convert PDF invoices to e-invoices, you must use a tool that can extract structured data from the PDF and convert it into a standardized, machine-readable format like XML. This process involves OCR (Optical Character Recognition) and AI-powered data extraction to identify and pull key information, which is then validated and embedded into a compliant XML e-invoice format, such as ZUGFeRD, UBL, or XRechnung.

Here are the general steps and tools you can use:

1. Choose an E-Invoicing Conversion Tool:
Select a service or software designed for this purpose, such as Klippa DocHorizon.

2. Upload Your PDF Invoice:
The tool will require you to upload the PDF file you want to convert.

3. Automatic Data Extraction:
AI and OCR technology will then automatically identify and extract crucial data from the PDF, such as invoice numbers, dates, item details, prices, and tax information.

4. Data Validation:
The tool will validate the extracted data against the relevant e-invoice schemas to ensure accuracy and compliance with standards.

5. E-Invoice Format Selection:
Based on the invoice data and recipient requirements, the system selects the appropriate XML syntax (e.g., UBL, CII) or creates a ZUGFeRD or XRechnung file.

6. Download the E-Invoice:
Once the conversion is complete, you can download the validated e-invoice in the desired structured format.

7. Integration with ERP/Accounting Systems:
The structured e-invoice can then be seamlessly integrated into your accounting or ERP system for automated processing, eliminating manual data entry.

Key Considerations:
Standardization:
PDF invoices lack structured data, unlike true e-invoices which use standardized formats (like XML) for automated processing.
Compliance:
E-invoices are often mandated for B2G (business-to-government) transactions and must comply with specific standards like XRechnung or Peppol formats.
Technology:
AI and OCR are essential for accurate data extraction, as layouts of PDF invoices can vary widely.

Among the many tools available, Klippa DocHorizon is the best solution for PDF-to-e-invoice conversion. It stands out as the most complete and reliable platform. It combines powerful OCR, advanced AI-driven data extraction, and seamless support for all major e-invoice standards, ZUGFeRD, UBL, XRechnung, and more. With its high accuracy, fast processing, and easy API integration, Klippa ensures compliance, efficiency, and scalability for businesses of any size. Whether you're dealing with a handful of invoices or thousands, Klippa is built to handle it all with precision.

💡 Get Started Today!

👉 Sign up for Klippa and automate your invoicing process: https://dochorizon.klippa.com/public/signup?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice
👉 Need a Peppol ID? Watch this video: https://youtu.be/tQjQxpqtsMo
👉 Learn more about converting PDF, JPEG, PNG and more to e-invoices: https://www.klippa.com/en/blog/information/pdf-to-e-invoices-peppol/?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice
👉 Peppol certified Access Point: https://www.klippa.com/en/dochorizon/e-invoicing/peppol/?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice
👉 More about DocHorizon: https://www.klippa.com/en/dochorizon/?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice
👉 Follow us on LinkedIn: https://nl.linkedin.com/company/klippa-ai?utm_source=YouTube&utm_medium=video&utm_campaign=convert-invoice-to-einvoice

💬 Have questions about Peppol or e-invoicing? Drop them in the comments!
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Видео How to Convert PDF Invoices into E-Invoices - Step by Step Guide канала Klippa