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Invoice Template for AI File Renaming

This template names every invoice by what is printed on it: the vendor, the invoice date, the invoice number, and optionally the amount. It works on born-digital PDFs and on scanner output — image-only scans are read with AI vision.

Naming pattern

Section titled “Naming pattern”
{Detected Date} – {Vendor} – {Invoice Number} – {Amount}
BlockSourceExample
Detected DateThe invoice date printed in the document (not the file date)2026-06-12
VendorThe issuing company, normalized to one spellingAcme Supply
Invoice NumberExactly as printed, prefix includedINV-10234
AmountTotal with currency code — optional but useful for reconciliation1,204 USD

Before and after

Section titled “Before and after”
BeforeAfter
download (7).pdf2026-06-12 – Acme Supply – INV-10234 – 1,204 USD.pdf
Scan0001.pdf2026-06-03 – Cloudflare – CF-88112 – 96 USD.pdf
invoice_copy.pdf2026-05-28 – Rippling – RIP-2026-1180 – 4,830 USD.pdf

Build it

Section titled “Build it”
  1. Open Templates in the sidebar and create a new Template named “Invoices”.
  2. In the naming pattern, add the Detected Date, Vendor, Invoice Number, and Amount Naming Blocks; set the date format to YYYY-MM-DD.
  3. Optional: add a Custom AI Block for an expense category — describe your category list (“Software, Travel, Meals, Hardware”) and the AI assigns one per invoice.
  4. Run a test batch of 10–20 mixed invoices, review the preview, and adjust block order or separators.
  5. Assign the Template to folder monitoring on the folder where invoices land.
Section titled “Related”