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FeatureFree planBasic editionProfessional editionDedicated edition
Smart Invoice5 times/organization100 times/organization100 times/organization100 times/organization
Note: This entitlement must be claimed manually. Click here to claim it.
Smart Invoice deeply integrates the invoice management capabilities of DingTalk Smart Finance with YiDA components. With simple drag-and-drop actions, you can enable invoice recognition, duplicate detection, authenticity verification, and compliance checks directly within a YiDA form. This helps finance staff and general employees streamline expense reimbursement.
  • Recognizes multiple invoice types: Automatically extracts reimbursement information without manual entry. For supported invoice types, see the Invoice types section below.
  • Automatic authenticity verification: Syncs the input invoice pool and uploads invoices with a single click. Integrated with the tax bureau interface, it automatically verifies invoice authenticity, aggregates invoices into the pool, and completes selection for authentication.
  • The Smart Invoice component does not currently support uploading invoices from a browser.
  • You can select up to 10 invoices per upload. Multiple batches are supported, and there is no total limit on the number of invoices. (Recognizing and verifying the same invoice multiple times counts as multiple uses.)
  • Billing and add-on purchases: When the free entitlement is used up, contact your service provider to purchase more.
  • Only one Smart Invoice component can be added per form page.

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Component Attributes

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Steps

Follow these steps to use the Smart Invoice component.
  1. Sign in to the YiDA workbench and open the Form editor page of your app.
  2. In the left navigation pane, click Components, select the Premium category, and drag the Smart Invoice component to the canvas.
  3. In the right-hand attribute panel, set the Component name.
  4. Select Component fields, then click Configure component fields.
  5. In the dialog box, configure the settings and click Confirm.
  6. After configuration, upload an invoice on the Access page to preview the result.
The final configured result looks similar to the following:
  1. Click Add invoice, choose an upload method, and complete the verification.
  • Ensure invoice images are clear, with no shadows or obstructions.
  • Mixed invoice images are supported, but recognition accuracy decreases when too many invoices are placed together.
The following invoice upload methods are supported:
  1. This example uses a local invoice file. The verification result is shown below.
The final display in the form is as follows:

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Supported Invoice Types

The Smart Invoice component currently supports the following invoices.

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FAQ

  • Q: The component has been added to the canvas. Why does it not work as expected?
A: Check whether the internal relationships between the page components have been broken. Once added to the form, the component, the Add invoice button, and the invoice details subform are internally linked. To delete them, remove all three first and then add them again.
  • Q: Why can’t I upload invoices directly when opening the form in a browser?
A: The Smart Invoice component does not currently support adding invoices from a browser-based form. A prompt appears offering to switch to the DingTalk client, where you can open the form, add invoices, and use all related features.
  • Q: Can I upload images that contain multiple invoices?
A: Yes. Multiple invoices can be recognized, but each invoice must be clear, with no shadows or obstructions.
  • Q: When I verify an invoice with the Smart Invoice component, I get an error saying the verification quota is insufficient and the invoice was not verified. What causes this?
A: This error indicates that your invoice verification quota has been used up.
  • Q: When I verify an invoice with the Smart Invoice component, I get an error saying smart recognition failed and I need to edit the information manually. What causes this?
A: This error indicates that your invoice recognition quota has been used up.
  • Q: If a single PDF contains multiple invoices, does it count as one recognition or multiple? A: Multiple. Recognition is counted per invoice, so each invoice counts as one use.
  • Q: If a form is not submitted after recognition, does it still count against the quota? A: Yes. Any recognition is counted toward the quota.

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Contact Us

If you encounter issues while using the Smart Invoice component, contact official technical support for assistance. For details, see Contact us.