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Traitement des factures dans C#; : Générer, extraire et automatiser les factures PDF avec .NET

Curtis Chau
Curtis Chau
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Traitement des factures en C# .NET avec IronPDF couvre l'ensemble du cycle de vie des documents : génération de factures PDF professionnelles à partir de modèles HTML, conformité aux normes de facturation électronique ZUGFeRD et Factur-X, extraction de données structurées à partir des factures reçues à l'aide de l'analyse de texte et du traitement alimenté par l'IA, et construction de pipelines d'automatisation par lots qui s'intègrent à des systèmes de comptabilité tels que QuickBooks, Xero et SAP.

TL;DR : Quickstart Guide

Ce tutoriel couvre la génération, l'extraction et l'automatisation des factures PDF en C# .NET, y compris la conformité à la facturation électronique, l'analyse syntaxique alimentée par l'IA et l'intégration du système comptable.

  • À qui s'adresse ce document: Les développeurs .NET qui conçoivent des modules de facturation, d'automatisation des comptes fournisseurs ou de conformité à la facturation électronique.
  • Ce que vous allez construire: Génération de factures au format HTML avec postes et calculs de taxes, codes QR pour les liens de paiement, sortie PDF/A-3 conforme à ZUGFeRD/Factur-X, extraction de texte avec regex, analyse des factures par l'IA et traitement par lots avec intégration du système de comptabilité.
  • <Où ça marche: .NET 10, .NET 8 LTS, .NET Framework 4.6.2+, et .NET Standard 2.0. Pas de dépendances de services externes.
  • Quand utiliser cette approche: Lorsque vous devez générer des PDF de factures, répondre aux exigences de l'UE en matière de facturation électronique ou extraire des données de factures de fournisseurs pour les comptes fournisseurs.
  • Pourquoi c'est important techniquement : IronPDF rend HTML vers PDF avec une précision au pixel près, prend en charge PDF/A-3 pour le XML intégré et fournit des API d'extraction de texte qui s'associent à des regex ou à l'IA pour transformer les factures non structurées en données structurées.

Générez votre première facture PDF avec seulement quelques lignes de code :

Nuget IconCommencez dès maintenant à créer des PDF avec NuGet :

  1. Installez IronPDF avec le gestionnaire de packages NuGet

    PM > Install-Package IronPdf

  2. Copiez et exécutez cet extrait de code.

    var renderer = new IronPdf.ChromePdfRenderer();
var pdf = renderer.RenderHtmlAsPdf("<h1>Invoice #1001</h1><p>Total: $500.00</p>");
pdf.SaveAs("invoice.pdf");

  3. Déployez pour tester sur votre environnement de production.

    Commencez à utiliser IronPDF dans votre projet dès aujourd'hui grâce à un essai gratuit.
    arrow pointer

Après avoir acheté ou vous être inscrit à une version d'essai de 30 jours d'IronPDF, ajoutez votre clé de licence au début de votre application.

IronPdf.License.LicenseKey = "KEY";
IronPdf.License.LicenseKey = "KEY";
Imports IronPdf

IronPdf.License.LicenseKey = "KEY"
$vbLabelText   $csharpLabel

Commencez à utiliser IronPDF dans votre projet aujourd'hui avec un essai gratuit.

Première étape :
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NuGet Installer avec NuGet

PM >  Install-Package IronPdf

Consultez IronPDF sur NuGet pour une installation rapide. Avec plus de 10 millions de téléchargements, il transforme le développement PDF avec C#. Vous pouvez également télécharger le DLL ou l'installateur Windows.

Table des matières

NuGet Installer avec NuGet

PM >  Install-Package IronPdf

Consultez IronPDF sur NuGet pour une installation rapide. Avec plus de 10 millions de téléchargements, il transforme le développement PDF avec C#. Vous pouvez également télécharger le DLL ou l'installateur Windows.

Qu'est-ce que le cycle de vie d'une facture et pourquoi le format PDF reste-t-il la norme ?

Avant de plonger dans le code, il est utile de comprendre le parcours complet d'une facture dans un système d'entreprise moderne. Le cycle de vie d'une facture comprend cinq phases distinctes : la génération, la distribution, la réception, l'extraction des données et l'intégration comptable.

Le processus de facturation commence par la génération. Une entreprise crée une facture qui comprend des postes, des prix, des calculs de taxes, des conditions de paiement et une image de marque. La facture doit avoir une apparence professionnelle et répondre à toutes les exigences légales. Vient ensuite la distribution, où la facture est envoyée au client par courrier électronique, par l'intermédiaire d'un portail client ou par courrier traditionnel. Lorsque le client reçoit le document, l'équipe chargée des comptes fournisseurs le saisit et le prépare pour le traitement. L'extraction de données permet d'extraire des informations clés de la facture, telles que les coordonnées du fournisseur, les postes, les totaux et les dates d'échéance, afin de les vérifier et de les comparer aux bons de commande. Enfin, l'intégration comptable transfère ces données dans des systèmes financiers tels que QuickBooks, Xero ou SAP à des fins de paiement et d'archivage.

Pourquoi le format PDF reste-t-il le plus utilisé après tant d'années ? Il s'agit d'une combinaison unique d'avantages. Les PDF assurent la cohérence du formatage de vos factures, quel que soit l'appareil ou le système d'exploitation que vous utilisez. Qu'une personne ouvre votre facture sous Windows, Mac ou sur son téléphone, elle se présente exactement comme vous l'avez conçue. Les PDF sont également difficiles à modifier par erreur et protègent donc mieux l'intégrité de vos documents que des formats tels que Word ou Excel. Vous pouvez ajouter des signatures numériques pour l'authenticité et utiliser le cryptage pour la sécurité. Plus important encore, les PDF sont devenus une norme universelle que tous les systèmes d'entreprise reconnaissent et prennent en charge.

Bien sûr, il y a un défi à relever. Les PDF sont conçus pour être faciles à lire par les gens, et non pour être traités par les ordinateurs. Au lieu de stocker les informations dans des données structurées, un PDF enregistre le texte, les lignes, les formes et les images en fonction de leur emplacement sur la page. C'est pourquoi des outils comme IronPDF sont si utiles, ils permettent de transformer des documents adaptés aux humains en données avec lesquelles les logiciels peuvent travailler.

Comment générer des factures PDF professionnelles en C#;

La génération de factures par programme nécessite la transformation de données structurées, telles que des informations sur les clients, des postes et des calculs, en un document PDF impeccable. IronPDF rend cette tâche remarquablement simple en s'appuyant sur HTML et CSS, des technologies que la plupart des développeurs connaissent déjà bien.

Dans ce didacticiel, nous examinerons les scénarios probables que vous rencontrerez dans le monde réel. Vous pouvez également télécharger le projet ci-dessous ici.

Comment créer un modèle de facture HTML

La base de la génération de factures avec IronPDF est le HTML. Plutôt que de vous débattre avec des commandes de dessin PDF de bas niveau, vous concevez votre facture à l'aide de HTML et CSS standard, puis vous laissez le moteur de rendu d'IronPDF basé sur Chrome la convertir en un PDF parfait au pixel près.

Voici un modèle de facture de base qui illustre l'approche :

:path=/static-assets/pdf/content-code-examples/tutorials/csharp-invoice-processing/basic-invoice-template.cs
using IronPdf;

// Define the HTML template for a basic invoice
// Uses inline CSS for styling headers, tables, and totals
string invoiceHtml = @"
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial, sans-serif; padding: 40px; }
        .header { text-align: right; margin-bottom: 40px; }
        .company-name { font-size: 24px; font-weight: bold; color: #333; }
        .invoice-title { font-size: 32px; margin: 20px 0; }
        .bill-to { margin: 20px 0; }
        table { width: 100%; border-collapse: collapse; margin: 20px 0; }
        th { background-color: #2A95D5; color: white; padding: 10px; text-align: left; }
        td { padding: 10px; border-bottom: 1px solid #ddd; }
        .total { text-align: right; font-size: 20px; font-weight: bold; margin-top: 20px; }
    </style>
</head>
<body>
    <div class='header'>
        <div class='company-name'>Your Company Name</div>
        <div>123 Business Street</div>
        <div>City, State 12345</div>
    </div>

    <div class='invoice-title'>INVOICE</div>

    <div class='bill-to'>
        <strong>Bill To:</strong><br>
        Customer Name<br>
        456 Customer Avenue<br>
        City, State 67890
    </div>

    <table>
        <tr>
            <th>Description</th>
            <th>Quantity</th>
            <th>Price</th>
            <th>Total</th>
        </tr>
        <tr>
            <td>Web Development Services</td>
            <td>10 hours</td>
            <td>$100.00</td>
            <td>$1,000.00</td>
        </tr>
        <tr>
            <td>Consulting</td>
            <td>5 hours</td>
            <td>$150.00</td>
            <td>$750.00</td>
        </tr>
    </table>

    <div class='total'>Total: $1,750.00</div>
</body>
</html>";

// Initialize the Chrome-based PDF renderer
var renderer = new ChromePdfRenderer();

// Convert the HTML string to a PDF document
var pdf = renderer.RenderHtmlAsPdf(invoiceHtml);

// Save the generated PDF to disk
pdf.SaveAs("basic-invoice.pdf");

Imports IronPdf

' Define the HTML template for a basic invoice
' Uses inline CSS for styling headers, tables, and totals
Dim invoiceHtml As String = "
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial, sans-serif; padding: 40px; }
        .header { text-align: right; margin-bottom: 40px; }
        .company-name { font-size: 24px; font-weight: bold; color: #333; }
        .invoice-title { font-size: 32px; margin: 20px 0; }
        .bill-to { margin: 20px 0; }
        table { width: 100%; border-collapse: collapse; margin: 20px 0; }
        th { background-color: #2A95D5; color: white; padding: 10px; text-align: left; }
        td { padding: 10px; border-bottom: 1px solid #ddd; }
        .total { text-align: right; font-size: 20px; font-weight: bold; margin-top: 20px; }
    </style>
</head>
<body>
    <div class='header'>
        <div class='company-name'>Your Company Name</div>
        <div>123 Business Street</div>
        <div>City, State 12345</div>
    </div>

    <div class='invoice-title'>INVOICE</div>

    <div class='bill-to'>
        <strong>Bill To:</strong><br>
        Customer Name<br>
        456 Customer Avenue<br>
        City, State 67890
    </div>

    <table>
        <tr>
            <th>Description</th>
            <th>Quantity</th>
            <th>Price</th>
            <th>Total</th>
        </tr>
        <tr>
            <td>Web Development Services</td>
            <td>10 hours</td>
            <td>$100.00</td>
            <td>$1,000.00</td>
        </tr>
        <tr>
            <td>Consulting</td>
            <td>5 hours</td>
            <td>$150.00</td>
            <td>$750.00</td>
        </tr>
    </table>

    <div class='total'>Total: $1,750.00</div>
</body>
</html>"

' Initialize the Chrome-based PDF renderer
Dim renderer As New ChromePdfRenderer()

' Convert the HTML string to a PDF document
Dim pdf = renderer.RenderHtmlAsPdf(invoiceHtml)

' Save the generated PDF to disk
pdf.SaveAs("basic-invoice.pdf")
$vbLabelText   $csharpLabel

Exemple de résultat

Cette approche offre une grande flexibilité. Tout CSS qui fonctionne dans Chrome fonctionnera dans votre PDF, y compris les fonctionnalités modernes telles que flexbox, les mises en page en grille et les polices personnalisées. Vous pouvez même utiliser des feuilles de style et des images externes en faisant référence à des URL ou à des chemins d'accès à des fichiers locaux.

Comment ajouter des postes dynamiques et calculer les totaux

Les factures réelles ont rarement un contenu statique. Vous devez remplir des postes à partir d'une base de données, calculer des sous-totaux, appliquer des taux de taxe et formater des valeurs monétaires. L'exemple suivant présente un modèle prêt à la production pour la génération dynamique de factures :

using IronPdf;
using System;
using System.Collections.Generic;
using System.Linq;

// Represents a single line item on an invoice
public class InvoiceLineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }

    // Auto-calculates line total from quantity and unit price
    public decimal Total => Quantity * UnitPrice;
}

// Represents a complete invoice with customer details and line items
public class Invoice
{
    public string InvoiceNumber { get; set; }
    public DateTime InvoiceDate { get; set; }
    public string CustomerName { get; set; }
    public string CustomerAddress { get; set; }
    public List<InvoiceLineItem> LineItems { get; set; }

    // Computed properties for invoice totals
    public decimal Subtotal => LineItems.Sum(item => item.Total);
    public decimal TaxRate { get; set; } = 0.08m;  // Default 8% tax rate
    public decimal Tax => Subtotal * TaxRate;
    public decimal Total => Subtotal + Tax;
}

// Generates PDF invoices from Invoice objects using HTML templates
public class InvoiceGenerator
{
    public PdfDocument GenerateInvoice(Invoice invoice)
    {
        // Build HTML table rows dynamically from line items
        string lineItemsHtml = string.Join("", invoice.LineItems.Select(item => $@"
            <tr>
                <td>{item.Description}</td>
                <td>{item.Quantity}</td>
                <td>${item.UnitPrice:F2}</td>
                <td>${item.Total:F2}</td>
            </tr>
        "));

        // Build the complete HTML invoice using string interpolation
        // All invoice data is injected into the template dynamically
        string invoiceHtml = $@"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        .header {{ text-align: right; margin-bottom: 40px; }}
        .company-name {{ font-size: 24px; font-weight: bold; color: #333; }}
        .invoice-details {{ margin: 20px 0; }}
        table {{ width: 100%; border-collapse: collapse; margin: 20px 0; }}
        th {{ background-color: #2A95D5; color: white; padding: 10px; text-align: left; }}
        td {{ padding: 10px; border-bottom: 1px solid #ddd; }}
        .totals {{ text-align: right; margin-top: 20px; }}
        .totals div {{ margin: 5px 0; }}
        .grand-total {{ font-size: 20px; font-weight: bold; color: #2A95D5; }}
    </style>
</head>
<body>
    <div class='header'>
        <div class='company-name'>Your Company Name</div>
    </div>

    <h1>INVOICE</h1>

    <div class='invoice-details'>
        <strong>Invoice Number:</strong> {invoice.InvoiceNumber}<br>
        <strong>Date:</strong> {invoice.InvoiceDate:MMM dd, yyyy}<br>
        <strong>Bill To:</strong> {invoice.CustomerName}<br>
        {invoice.CustomerAddress}
    </div>

    <table>
        <tr>
            <th>Description</th>
            <th>Quantity</th>
            <th>Unit Price</th>
            <th>Total</th>
        </tr>
        {lineItemsHtml}
    </table>

    <div class='totals'>
        <div>Subtotal: ${invoice.Subtotal:F2}</div>
        <div>Tax ({invoice.TaxRate:P0}): ${invoice.Tax:F2}</div>
        <div class='grand-total'>Total: ${invoice.Total:F2}</div>
    </div>
</body>
</html>";

        // Render HTML to PDF and return the document
        var renderer = new ChromePdfRenderer();
        return renderer.RenderHtmlAsPdf(invoiceHtml);
    }
}
using IronPdf;
using System;
using System.Collections.Generic;
using System.Linq;

// Represents a single line item on an invoice
public class InvoiceLineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }

    // Auto-calculates line total from quantity and unit price
    public decimal Total => Quantity * UnitPrice;
}

// Represents a complete invoice with customer details and line items
public class Invoice
{
    public string InvoiceNumber { get; set; }
    public DateTime InvoiceDate { get; set; }
    public string CustomerName { get; set; }
    public string CustomerAddress { get; set; }
    public List<InvoiceLineItem> LineItems { get; set; }

    // Computed properties for invoice totals
    public decimal Subtotal => LineItems.Sum(item => item.Total);
    public decimal TaxRate { get; set; } = 0.08m;  // Default 8% tax rate
    public decimal Tax => Subtotal * TaxRate;
    public decimal Total => Subtotal + Tax;
}

// Generates PDF invoices from Invoice objects using HTML templates
public class InvoiceGenerator
{
    public PdfDocument GenerateInvoice(Invoice invoice)
    {
        // Build HTML table rows dynamically from line items
        string lineItemsHtml = string.Join("", invoice.LineItems.Select(item => $@"
            <tr>
                <td>{item.Description}</td>
                <td>{item.Quantity}</td>
                <td>${item.UnitPrice:F2}</td>
                <td>${item.Total:F2}</td>
            </tr>
        "));

        // Build the complete HTML invoice using string interpolation
        // All invoice data is injected into the template dynamically
        string invoiceHtml = $@"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        .header {{ text-align: right; margin-bottom: 40px; }}
        .company-name {{ font-size: 24px; font-weight: bold; color: #333; }}
        .invoice-details {{ margin: 20px 0; }}
        table {{ width: 100%; border-collapse: collapse; margin: 20px 0; }}
        th {{ background-color: #2A95D5; color: white; padding: 10px; text-align: left; }}
        td {{ padding: 10px; border-bottom: 1px solid #ddd; }}
        .totals {{ text-align: right; margin-top: 20px; }}
        .totals div {{ margin: 5px 0; }}
        .grand-total {{ font-size: 20px; font-weight: bold; color: #2A95D5; }}
    </style>
</head>
<body>
    <div class='header'>
        <div class='company-name'>Your Company Name</div>
    </div>

    <h1>INVOICE</h1>

    <div class='invoice-details'>
        <strong>Invoice Number:</strong> {invoice.InvoiceNumber}<br>
        <strong>Date:</strong> {invoice.InvoiceDate:MMM dd, yyyy}<br>
        <strong>Bill To:</strong> {invoice.CustomerName}<br>
        {invoice.CustomerAddress}
    </div>

    <table>
        <tr>
            <th>Description</th>
            <th>Quantity</th>
            <th>Unit Price</th>
            <th>Total</th>
        </tr>
        {lineItemsHtml}
    </table>

    <div class='totals'>
        <div>Subtotal: ${invoice.Subtotal:F2}</div>
        <div>Tax ({invoice.TaxRate:P0}): ${invoice.Tax:F2}</div>
        <div class='grand-total'>Total: ${invoice.Total:F2}</div>
    </div>
</body>
</html>";

        // Render HTML to PDF and return the document
        var renderer = new ChromePdfRenderer();
        return renderer.RenderHtmlAsPdf(invoiceHtml);
    }
}
Imports IronPdf
Imports System
Imports System.Collections.Generic
Imports System.Linq

' Represents a single line item on an invoice
Public Class InvoiceLineItem
    Public Property Description As String
    Public Property Quantity As Decimal
    Public Property UnitPrice As Decimal

    ' Auto-calculates line total from quantity and unit price
    Public ReadOnly Property Total As Decimal
        Get
            Return Quantity * UnitPrice
        End Get
    End Property
End Class

' Represents a complete invoice with customer details and line items
Public Class Invoice
    Public Property InvoiceNumber As String
    Public Property InvoiceDate As DateTime
    Public Property CustomerName As String
    Public Property CustomerAddress As String
    Public Property LineItems As List(Of InvoiceLineItem)

    ' Computed properties for invoice totals
    Public ReadOnly Property Subtotal As Decimal
        Get
            Return LineItems.Sum(Function(item) item.Total)
        End Get
    End Property

    Public Property TaxRate As Decimal = 0.08D ' Default 8% tax rate

    Public ReadOnly Property Tax As Decimal
        Get
            Return Subtotal * TaxRate
        End Get
    End Property

    Public ReadOnly Property Total As Decimal
        Get
            Return Subtotal + Tax
        End Get
    End Property
End Class

' Generates PDF invoices from Invoice objects using HTML templates
Public Class InvoiceGenerator
    Public Function GenerateInvoice(invoice As Invoice) As PdfDocument
        ' Build HTML table rows dynamically from line items
        Dim lineItemsHtml As String = String.Join("", invoice.LineItems.Select(Function(item) $"
            <tr>
                <td>{item.Description}</td>
                <td>{item.Quantity}</td>
                <td>${item.UnitPrice:F2}</td>
                <td>${item.Total:F2}</td>
            </tr>
        "))

        ' Build the complete HTML invoice using string interpolation
        ' All invoice data is injected into the template dynamically
        Dim invoiceHtml As String = $"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        .header {{ text-align: right; margin-bottom: 40px; }}
        .company-name {{ font-size: 24px; font-weight: bold; color: #333; }}
        .invoice-details {{ margin: 20px 0; }}
        table {{ width: 100%; border-collapse: collapse; margin: 20px 0; }}
        th {{ background-color: #2A95D5; color: white; padding: 10px; text-align: left; }}
        td {{ padding: 10px; border-bottom: 1px solid #ddd; }}
        .totals {{ text-align: right; margin-top: 20px; }}
        .totals div {{ margin: 5px 0; }}
        .grand-total {{ font-size: 20px; font-weight: bold; color: #2A95D5; }}
    </style>
</head>
<body>
    <div class='header'>
        <div class='company-name'>Your Company Name</div>
    </div>

    <h1>INVOICE</h1>

    <div class='invoice-details'>
        <strong>Invoice Number:</strong> {invoice.InvoiceNumber}<br>
        <strong>Date:</strong> {invoice.InvoiceDate:MMM dd, yyyy}<br>
        <strong>Bill To:</strong> {invoice.CustomerName}<br>
        {invoice.CustomerAddress}
    </div>

    <table>
        <tr>
            <th>Description</th>
            <th>Quantity</th>
            <th>Unit Price</th>
            <th>Total</th>
        </tr>
        {lineItemsHtml}
    </table>

    <div class='totals'>
        <div>Subtotal: ${invoice.Subtotal:F2}</div>
        <div>Tax ({invoice.TaxRate:P0}): ${invoice.Tax:F2}</div>
        <div class='grand-total'>Total: ${invoice.Total:F2}</div>
    </div>
</body>
</html>"

        ' Render HTML to PDF and return the document
        Dim renderer As New ChromePdfRenderer()
        Return renderer.RenderHtmlAsPdf(invoiceHtml)
    End Function
End Class
$vbLabelText   $csharpLabel

Exemple de résultat

La classe Invoice encapsule toutes les données de la facture avec des propriétés calculées pour le sous-total, la taxe et le total. Le générateur transforme ces données en HTML à l'aide d'une interpolation de chaînes de caractères, puis les rend au format PDF. Cette séparation des préoccupations permet au code d'être maintenable et testable.

Comment ajouter la marque de l'entreprise et des filigranes aux factures

Les factures professionnelles ont besoin d'éléments de marque tels que des logos et, dans certains cas, des filigranes pour indiquer le statut du paiement. IronPDF prend en charge à la fois les images intégrées dans HTML et le filigrane programmatique après le rendu.

:path=/static-assets/pdf/content-code-examples/tutorials/csharp-invoice-processing/branding-watermarks.cs
using IronPdf;
using IronPdf;

var renderer = new ChromePdfRenderer();

// Invoice HTML template with company logo embedded via URL
// Logo can also be Base64-encoded or a local file path
string htmlWithLogo = @"
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial, sans-serif; padding: 40px; }
        .logo { width: 200px; margin-bottom: 20px; }
    </style>
</head>
<body>
    <div style='text-align: center;'>
        <img src='https://yourcompany.com/logo.png' alt='Company Logo' class='logo' />
    </div>
    <h1>INVOICE</h1>
    <p><strong>Invoice Number:</strong> INV-2024-001</p>
    <p><strong>Total:</strong> $1,250.00</p>
</body>
</html>";

// Render the HTML to PDF
var pdf = renderer.RenderHtmlAsPdf(htmlWithLogo);

// Apply a diagonal "UNPAID" watermark to mark invoice status
// 30% opacity keeps the content readable while the watermark is visible
pdf.ApplyWatermark("<h1 style='color: red;'>UNPAID</h1>",
    opacity: 30,
    rotation: 45,
    verticalAlignment: IronPdf.Editing.VerticalAlignment.Middle);

pdf.SaveAs("invoice-with-watermark.pdf");

using IronPdf;
Imports IronPdf

Dim renderer As New ChromePdfRenderer()

' Invoice HTML template with company logo embedded via URL
' Logo can also be Base64-encoded or a local file path
Dim htmlWithLogo As String = "
<!DOCTYPE html>
<html>
<head>
    <style>
        body { font-family: Arial, sans-serif; padding: 40px; }
        .logo { width: 200px; margin-bottom: 20px; }
    </style>
</head>
<body>
    <div style='text-align: center;'>
        <img src='https://yourcompany.com/logo.png' alt='Company Logo' class='logo' />
    </div>
    <h1>INVOICE</h1>
    <p><strong>Invoice Number:</strong> INV-2024-001</p>
    <p><strong>Total:</strong> $1,250.00</p>
</body>
</html>"

' Render the HTML to PDF
Dim pdf = renderer.RenderHtmlAsPdf(htmlWithLogo)

' Apply a diagonal "UNPAID" watermark to mark invoice status
' 30% opacity keeps the content readable while the watermark is visible
pdf.ApplyWatermark("<h1 style='color: red;'>UNPAID</h1>",
                   opacity:=30,
                   rotation:=45,
                   verticalAlignment:=IronPdf.Editing.VerticalAlignment.Middle)

pdf.SaveAs("invoice-with-watermark.pdf")
$vbLabelText   $csharpLabel

Exemple de résultat

La méthode ApplyWatermark accepte le contenu HTML, ce qui vous permet de contrôler entièrement l'apparence du filigrane. Vous pouvez ajuster l'opacité, la rotation et le positionnement pour obtenir exactement l'aspect dont vous avez besoin. Cette traduction est particulièrement utile pour marquer les factures comme "PAID", "DRAFT" ou "CANCELLED" sans avoir à régénérer l'ensemble du document.

Comment intégrer des codes QR pour les liens de paiement

Les factures modernes comprennent souvent des codes QR que les clients peuvent scanner pour effectuer des paiements rapidement. Bien qu'IronPDF se concentre sur la génération de PDF, il fonctionne de manière transparente avec IronQR pour la création de codes-barres :

:path=/static-assets/pdf/content-code-examples/tutorials/csharp-invoice-processing/qr-code-payment.cs
using IronPdf;
using IronQr;
using IronSoftware.Drawing;

// Generates PDF invoices with embedded QR codes for quick mobile payment
public class InvoiceWithQRGenerator
{
    public void GenerateInvoiceWithQR(string invoiceNumber, decimal amount)
    {
        // Create a payment URL with invoice details as query parameters
        string paymentUrl = $"https://yourcompany.com/pay?invoice={invoiceNumber}&amount={amount}";

        // Generate QR code from the payment URL using IronQR
        QrCode qrCode = QrWriter.Write(paymentUrl);
        AnyBitmap qrImage = qrCode.Save();
        qrImage.SaveAs("payment-qr.png", AnyBitmap.ImageFormat.Png);

        // Build invoice HTML with the QR code image embedded
        // Customers can scan the QR to pay directly from their phone
        string invoiceHtml = $@"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        .payment-section {{ margin-top: 40px; text-align: center;
                           border-top: 2px solid #eee; padding-top: 20px; }}
        .qr-code {{ width: 150px; height: 150px; }}
    </style>
</head>
<body>
    <h1>INVOICE {invoiceNumber}</h1>
    <p><strong>Amount Due:</strong> ${amount:F2}</p>

    <div class='payment-section'>
        <p><strong>Scan to Pay Instantly:</strong></p>
        <img src='payment-qr.png' alt='Payment QR Code' class='qr-code' />
        <p style='font-size: 12px; color: #666;'>
            Or visit: {paymentUrl}
        </p>
    </div>
</body>
</html>";

        // Convert HTML to PDF and save
        var renderer = new ChromePdfRenderer();
        var pdf = renderer.RenderHtmlAsPdf(invoiceHtml);
        pdf.SaveAs($"invoice-{invoiceNumber}.pdf");
    }
}

Imports IronPdf
Imports IronQr
Imports IronSoftware.Drawing

' Generates PDF invoices with embedded QR codes for quick mobile payment
Public Class InvoiceWithQRGenerator
    Public Sub GenerateInvoiceWithQR(invoiceNumber As String, amount As Decimal)
        ' Create a payment URL with invoice details as query parameters
        Dim paymentUrl As String = $"https://yourcompany.com/pay?invoice={invoiceNumber}&amount={amount}"

        ' Generate QR code from the payment URL using IronQR
        Dim qrCode As QrCode = QrWriter.Write(paymentUrl)
        Dim qrImage As AnyBitmap = qrCode.Save()
        qrImage.SaveAs("payment-qr.png", AnyBitmap.ImageFormat.Png)

        ' Build invoice HTML with the QR code image embedded
        ' Customers can scan the QR to pay directly from their phone
        Dim invoiceHtml As String = $"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        .payment-section {{ margin-top: 40px; text-align: center;
                           border-top: 2px solid #eee; padding-top: 20px; }}
        .qr-code {{ width: 150px; height: 150px; }}
    </style>
</head>
<body>
    <h1>INVOICE {invoiceNumber}</h1>
    <p><strong>Amount Due:</strong> ${amount:F2}</p>

    <div class='payment-section'>
        <p><strong>Scan to Pay Instantly:</strong></p>
        <img src='payment-qr.png' alt='Payment QR Code' class='qr-code' />
        <p style='font-size: 12px; color: #666;'>
            Or visit: {paymentUrl}
        </p>
    </div>
</body>
</html>"

        ' Convert HTML to PDF and save
        Dim renderer = New ChromePdfRenderer()
        Dim pdf = renderer.RenderHtmlAsPdf(invoiceHtml)
        pdf.SaveAs($"invoice-{invoiceNumber}.pdf")
    End Sub
End Class
$vbLabelText   $csharpLabel

Exemple de résultat

Le code QR renvoie directement à une page de paiement, ce qui réduit les frictions pour les clients et accélère votre trésorerie. Ce modèle fonctionne avec n'importe quel fournisseur de paiement qui prend en charge l'initiation de paiement par URL.

Comment se conformer aux normes de facturation électronique ZUGFeRD et Factur-X dans Cnum;

La facturation électronique devient rapidement obligatoire dans toute l'Europe. L'Allemagne a ouvert la voie avec ZUGFeRD, et la France a suivi avec Factur-X. Ces normes intègrent des données XML lisibles par machine dans les factures PDF, ce qui permet un traitement automatisé tout en conservant des documents lisibles par l'homme. La compréhension et la mise en œuvre de ces normes sont de plus en plus essentielles pour les entreprises opérant sur les marchés européens.

Qu'est-ce que ZUGFeRD et comment fonctionne-t-il ?

ZUGFeRD (Zentraler User Guide des Forums elektronische Rechnung Deutschland) est une norme allemande de facturation électronique qui intègre les données de la facture en tant que fichier XML joint à un document conforme à la norme PDF/A-3. Le XML intégré permet l'extraction automatique des données sans OCR ni analyse.

La norme définit trois niveaux de conformité, chacun offrant des données progressivement plus structurées :

  • Basic: Contient des données de base sur les factures qui se prêtent à un traitement automatisé simple
  • Confort: Ajoute des informations détaillées permettant un traitement entièrement automatisé des factures
  • Extended: Inclut des données complètes pour des scénarios commerciaux complexes dans tous les secteurs d'activité

Le XML suit le schéma UN/CEFACT Cross-Industry Invoice (CII), qui est devenu la base de la normalisation européenne en matière de facturation électronique.

Qu'est-ce que Factur-X et en quoi diffère-t-il de ZUGFeRD?

Factur-X est l'implémentation française de la même norme sous-jacente. ZUGFeRD 2.0 et Factur-X sont techniquement identiques. Ils partagent le même schéma XML et les mêmes profils de conformité basés sur la norme européenne EN 16931. La différence est purement régionale : une facture créée selon les spécifications de ZUGFeRD sera valide sous Factur-X, et vice versa.

Comment incorporer des données XML dans des factures PDF/A-3

IronPDF fournit les capacités d'attachement nécessaires à la création de factures électroniques conformes. Le processus consiste à générer le PDF de votre facture, à créer les données XML conformément au schéma CII et à intégrer le XML en tant que pièce jointe en respectant les conventions d'appellation correctes :

using System;
using System.Xml.Linq;

// Generates ZUGFeRD-compliant invoices by embedding structured XML data
// ZUGFeRD allows automated processing while keeping a human-readable PDF
public class ZUGFeRDInvoiceGenerator
{
    public void GenerateZUGFeRDInvoice(Invoice invoice)
    {
        // First, create the visual PDF that humans will read
        var renderer = new ChromePdfRenderer();
        string invoiceHtml = BuildInvoiceHtml(invoice);
        var pdf = renderer.RenderHtmlAsPdf(invoiceHtml);

        // Define the UN/CEFACT namespaces required by the ZUGFeRD standard
        // These are mandatory for compliance with European e-invoicing regulations
        XNamespace rsm = "urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100";
        XNamespace ram = "urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100";
        XNamespace udt = "urn:un:unece:uncefact:data:standard:UnqualifiedDataType:100";

        // Build the ZUGFeRD XML structure following the Cross-Industry Invoice schema
        var zugferdXml = new XDocument(
            new XDeclaration("1.0", "UTF-8", null),
            new XElement(rsm + "CrossIndustryInvoice",
                new XAttribute(XNamespace.Xmlns + "rsm", rsm.NamespaceName),
                new XAttribute(XNamespace.Xmlns + "ram", ram.NamespaceName),
                new XAttribute(XNamespace.Xmlns + "udt", udt.NamespaceName),

                // Document context identifies which e-invoicing guideline is being followed
                new XElement(rsm + "ExchangedDocumentContext",
                    new XElement(ram + "GuidelineSpecifiedDocumentContextParameter",
                        new XElement(ram + "ID", "urn:cen.eu:en16931:2017")
                    )
                ),

                // Core document identification: invoice number, type, and date
                new XElement(rsm + "ExchangedDocument",
                    new XElement(ram + "ID", invoice.InvoiceNumber),
                    new XElement(ram + "TypeCode", "380"), // 380 = Commercial Invoice per UN/CEFACT
                    new XElement(ram + "IssueDateTime",
                        new XElement(udt + "DateTimeString",
                            new XAttribute("format", "102"),
                            invoice.InvoiceDate.ToString("yyyyMMdd")
                        )
                    )
                ),

                // A complete implementation would include additional sections:
                // - Seller information (ram:SellerTradeParty)
                // - Buyer information (ram:BuyerTradeParty)
                // - Line items (ram:IncludedSupplyChainTradeLineItem)
                // - Payment terms (ram:SpecifiedTradePaymentTerms)
                // - Tax summaries (ram:ApplicableTradeTax)

                // Financial summary with all monetary totals
                new XElement(rsm + "SupplyChainTradeTransaction",
                    new XElement(ram + "ApplicableHeaderTradeSettlement",
                        new XElement(ram + "InvoiceCurrencyCode", "EUR"),
                        new XElement(ram + "SpecifiedTradeSettlementHeaderMonetarySummation",
                            new XElement(ram + "TaxBasisTotalAmount", invoice.Subtotal),
                            new XElement(ram + "TaxTotalAmount",
                                new XAttribute("currencyID", "EUR"),
                                invoice.Tax),
                            new XElement(ram + "GrandTotalAmount", invoice.Total),
                            new XElement(ram + "DuePayableAmount", invoice.Total)
                        )
                    )
                )
            )
        );

        // Save the XML to a temp file for embedding
        string xmlPath = $"zugferd-{invoice.InvoiceNumber}.xml";
        zugferdXml.Save(xmlPath);

        // Attach the XML to the PDF - filename must follow ZUGFeRD conventions
        pdf.Attachments.AddFile(xmlPath, "zugferd-invoice.xml", "ZUGFeRD Invoice Data");

        // Final PDF contains both visual invoice and machine-readable XML
        pdf.SaveAs($"invoice-{invoice.InvoiceNumber}-zugferd.pdf");
    }

    // Generates simple HTML for the visual portion of the invoice
    private string BuildInvoiceHtml(Invoice invoice)
    {
        return $@"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        h1 {{ color: #333; }}
        .zugferd-notice {{ 
            margin-top: 30px; padding: 10px; 
            background: #f0f0f0; font-size: 11px; 
        }}
    </style>
</head>
<body>
    <h1>RECHNUNG / INVOICE</h1>
    <p><strong>Rechnungsnummer:</strong> {invoice.InvoiceNumber}</p>
    <p><strong>Datum:</strong> {invoice.InvoiceDate:dd.MM.yyyy}</p>
    <p><strong>Betrag:</strong> €{invoice.Total:F2}</p>

    <div class='zugferd-notice'>
        This invoice contains embedded ZUGFeRD data for automated processing.
    </div>
</body>
</html>";
    }
}
using System;
using System.Xml.Linq;

// Generates ZUGFeRD-compliant invoices by embedding structured XML data
// ZUGFeRD allows automated processing while keeping a human-readable PDF
public class ZUGFeRDInvoiceGenerator
{
    public void GenerateZUGFeRDInvoice(Invoice invoice)
    {
        // First, create the visual PDF that humans will read
        var renderer = new ChromePdfRenderer();
        string invoiceHtml = BuildInvoiceHtml(invoice);
        var pdf = renderer.RenderHtmlAsPdf(invoiceHtml);

        // Define the UN/CEFACT namespaces required by the ZUGFeRD standard
        // These are mandatory for compliance with European e-invoicing regulations
        XNamespace rsm = "urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100";
        XNamespace ram = "urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100";
        XNamespace udt = "urn:un:unece:uncefact:data:standard:UnqualifiedDataType:100";

        // Build the ZUGFeRD XML structure following the Cross-Industry Invoice schema
        var zugferdXml = new XDocument(
            new XDeclaration("1.0", "UTF-8", null),
            new XElement(rsm + "CrossIndustryInvoice",
                new XAttribute(XNamespace.Xmlns + "rsm", rsm.NamespaceName),
                new XAttribute(XNamespace.Xmlns + "ram", ram.NamespaceName),
                new XAttribute(XNamespace.Xmlns + "udt", udt.NamespaceName),

                // Document context identifies which e-invoicing guideline is being followed
                new XElement(rsm + "ExchangedDocumentContext",
                    new XElement(ram + "GuidelineSpecifiedDocumentContextParameter",
                        new XElement(ram + "ID", "urn:cen.eu:en16931:2017")
                    )
                ),

                // Core document identification: invoice number, type, and date
                new XElement(rsm + "ExchangedDocument",
                    new XElement(ram + "ID", invoice.InvoiceNumber),
                    new XElement(ram + "TypeCode", "380"), // 380 = Commercial Invoice per UN/CEFACT
                    new XElement(ram + "IssueDateTime",
                        new XElement(udt + "DateTimeString",
                            new XAttribute("format", "102"),
                            invoice.InvoiceDate.ToString("yyyyMMdd")
                        )
                    )
                ),

                // A complete implementation would include additional sections:
                // - Seller information (ram:SellerTradeParty)
                // - Buyer information (ram:BuyerTradeParty)
                // - Line items (ram:IncludedSupplyChainTradeLineItem)
                // - Payment terms (ram:SpecifiedTradePaymentTerms)
                // - Tax summaries (ram:ApplicableTradeTax)

                // Financial summary with all monetary totals
                new XElement(rsm + "SupplyChainTradeTransaction",
                    new XElement(ram + "ApplicableHeaderTradeSettlement",
                        new XElement(ram + "InvoiceCurrencyCode", "EUR"),
                        new XElement(ram + "SpecifiedTradeSettlementHeaderMonetarySummation",
                            new XElement(ram + "TaxBasisTotalAmount", invoice.Subtotal),
                            new XElement(ram + "TaxTotalAmount",
                                new XAttribute("currencyID", "EUR"),
                                invoice.Tax),
                            new XElement(ram + "GrandTotalAmount", invoice.Total),
                            new XElement(ram + "DuePayableAmount", invoice.Total)
                        )
                    )
                )
            )
        );

        // Save the XML to a temp file for embedding
        string xmlPath = $"zugferd-{invoice.InvoiceNumber}.xml";
        zugferdXml.Save(xmlPath);

        // Attach the XML to the PDF - filename must follow ZUGFeRD conventions
        pdf.Attachments.AddFile(xmlPath, "zugferd-invoice.xml", "ZUGFeRD Invoice Data");

        // Final PDF contains both visual invoice and machine-readable XML
        pdf.SaveAs($"invoice-{invoice.InvoiceNumber}-zugferd.pdf");
    }

    // Generates simple HTML for the visual portion of the invoice
    private string BuildInvoiceHtml(Invoice invoice)
    {
        return $@"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        h1 {{ color: #333; }}
        .zugferd-notice {{ 
            margin-top: 30px; padding: 10px; 
            background: #f0f0f0; font-size: 11px; 
        }}
    </style>
</head>
<body>
    <h1>RECHNUNG / INVOICE</h1>
    <p><strong>Rechnungsnummer:</strong> {invoice.InvoiceNumber}</p>
    <p><strong>Datum:</strong> {invoice.InvoiceDate:dd.MM.yyyy}</p>
    <p><strong>Betrag:</strong> €{invoice.Total:F2}</p>

    <div class='zugferd-notice'>
        This invoice contains embedded ZUGFeRD data for automated processing.
    </div>
</body>
</html>";
    }
}
Imports System
Imports System.Xml.Linq

' Generates ZUGFeRD-compliant invoices by embedding structured XML data
' ZUGFeRD allows automated processing while keeping a human-readable PDF
Public Class ZUGFeRDInvoiceGenerator
    Public Sub GenerateZUGFeRDInvoice(invoice As Invoice)
        ' First, create the visual PDF that humans will read
        Dim renderer = New ChromePdfRenderer()
        Dim invoiceHtml As String = BuildInvoiceHtml(invoice)
        Dim pdf = renderer.RenderHtmlAsPdf(invoiceHtml)

        ' Define the UN/CEFACT namespaces required by the ZUGFeRD standard
        ' These are mandatory for compliance with European e-invoicing regulations
        Dim rsm As XNamespace = "urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100"
        Dim ram As XNamespace = "urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100"
        Dim udt As XNamespace = "urn:un:unece:uncefact:data:standard:UnqualifiedDataType:100"

        ' Build the ZUGFeRD XML structure following the Cross-Industry Invoice schema
        Dim zugferdXml = New XDocument(
            New XDeclaration("1.0", "UTF-8", Nothing),
            New XElement(rsm + "CrossIndustryInvoice",
                New XAttribute(XNamespace.Xmlns + "rsm", rsm.NamespaceName),
                New XAttribute(XNamespace.Xmlns + "ram", ram.NamespaceName),
                New XAttribute(XNamespace.Xmlns + "udt", udt.NamespaceName),

                ' Document context identifies which e-invoicing guideline is being followed
                New XElement(rsm + "ExchangedDocumentContext",
                    New XElement(ram + "GuidelineSpecifiedDocumentContextParameter",
                        New XElement(ram + "ID", "urn:cen.eu:en16931:2017")
                    )
                ),

                ' Core document identification: invoice number, type, and date
                New XElement(rsm + "ExchangedDocument",
                    New XElement(ram + "ID", invoice.InvoiceNumber),
                    New XElement(ram + "TypeCode", "380"), ' 380 = Commercial Invoice per UN/CEFACT
                    New XElement(ram + "IssueDateTime",
                        New XElement(udt + "DateTimeString",
                            New XAttribute("format", "102"),
                            invoice.InvoiceDate.ToString("yyyyMMdd")
                        )
                    )
                ),

                ' A complete implementation would include additional sections:
                ' - Seller information (ram:SellerTradeParty)
                ' - Buyer information (ram:BuyerTradeParty)
                ' - Line items (ram:IncludedSupplyChainTradeLineItem)
                ' - Payment terms (ram:SpecifiedTradePaymentTerms)
                ' - Tax summaries (ram:ApplicableTradeTax)

                ' Financial summary with all monetary totals
                New XElement(rsm + "SupplyChainTradeTransaction",
                    New XElement(ram + "ApplicableHeaderTradeSettlement",
                        New XElement(ram + "InvoiceCurrencyCode", "EUR"),
                        New XElement(ram + "SpecifiedTradeSettlementHeaderMonetarySummation",
                            New XElement(ram + "TaxBasisTotalAmount", invoice.Subtotal),
                            New XElement(ram + "TaxTotalAmount",
                                New XAttribute("currencyID", "EUR"),
                                invoice.Tax),
                            New XElement(ram + "GrandTotalAmount", invoice.Total),
                            New XElement(ram + "DuePayableAmount", invoice.Total)
                        )
                    )
                )
            )
        )

        ' Save the XML to a temp file for embedding
        Dim xmlPath As String = $"zugferd-{invoice.InvoiceNumber}.xml"
        zugferdXml.Save(xmlPath)

        ' Attach the XML to the PDF - filename must follow ZUGFeRD conventions
        pdf.Attachments.AddFile(xmlPath, "zugferd-invoice.xml", "ZUGFeRD Invoice Data")

        ' Final PDF contains both visual invoice and machine-readable XML
        pdf.SaveAs($"invoice-{invoice.InvoiceNumber}-zugferd.pdf")
    End Sub

    ' Generates simple HTML for the visual portion of the invoice
    Private Function BuildInvoiceHtml(invoice As Invoice) As String
        Return $"
<!DOCTYPE html>
<html>
<head>
    <style>
        body {{ font-family: Arial, sans-serif; padding: 40px; }}
        h1 {{ color: #333; }}
        .zugferd-notice {{ 
            margin-top: 30px; padding: 10px; 
            background: #f0f0f0; font-size: 11px; 
        }}
    </style>
</head>
<body>
    <h1>RECHNUNG / INVOICE</h1>
    <p><strong>Rechnungsnummer:</strong> {invoice.InvoiceNumber}</p>
    <p><strong>Datum:</strong> {invoice.InvoiceDate:dd.MM.yyyy}</p>
    <p><strong>Betrag:</strong> €{invoice.Total:F2}</p>

    <div class='zugferd-notice'>
        This invoice contains embedded ZUGFeRD data for automated processing.
    </div>
</body>
</html>"
    End Function
End Class
$vbLabelText   $csharpLabel

Exemple de résultat

Les aspects clés de la conformité sont l'utilisation des espaces de noms XML corrects, le respect de la structure du schéma CII et l'incorporation du XML avec un nom de fichier approprié. Le code de type "380" identifie spécifiquement le document comme une facture commerciale dans le cadre de la norme du CEFACT-ONU.

Comment assurer la pérennité des factures pour les mandats de l'UE

L'Union européenne impose progressivement la facturation électronique dans tous les États membres. L'Italie l'exige déjà pour les transactions interentreprises, la France l'impose progressivement jusqu'en 2026 et l'Allemagne a annoncé que la facturation électronique interentreprises serait obligatoire à partir de 2025. En prenant en charge ZUGFeRD/Factur-X, vous préparez votre système à répondre à ces exigences réglementaires.

Voici un modèle de générateur de factures tenant compte de la conformité et pouvant cibler différentes normes :

using IronPdf;
using System;

// Enum representing supported European e-invoicing standards
public enum InvoiceStandard
{
    None,
    ZUGFeRD,    // German standard - uses CII XML format
    FacturX,    // French standard - technically identical to ZUGFeRD 2.0
    Peppol      // Pan-European standard - uses UBL XML format
}

// Factory class that generates invoices compliant with different e-invoicing standards
// Allows switching between standards without changing core invoice generation logic
public class CompliantInvoiceGenerator
{
    public PdfDocument GenerateCompliantInvoice(Invoice invoice, InvoiceStandard standard)
    {
        // Generate the base PDF from HTML
        var renderer = new ChromePdfRenderer();
        string html = BuildInvoiceHtml(invoice);
        var pdf = renderer.RenderHtmlAsPdf(html);

        // Attach the appropriate XML format based on target market/regulation
        switch (standard)
        {
            case InvoiceStandard.ZUGFeRD:
            case InvoiceStandard.FacturX:
                // Both use Cross-Industry Invoice format, just different filenames
                EmbedCIIXmlData(pdf, invoice, standard);
                break;
            case InvoiceStandard.Peppol:
                // Peppol uses Universal Business Language format
                EmbedUBLXmlData(pdf, invoice);
                break;
        }

        return pdf;
    }

    // Creates and embeds CII-format XML (used by ZUGFeRD and Factur-X)
    private void EmbedCIIXmlData(PdfDocument pdf, Invoice invoice, InvoiceStandard standard)
    {
        string xml = GenerateCIIXml(invoice);

        // Filename convention differs between German and French standards
        string filename = standard == InvoiceStandard.ZUGFeRD
            ? "zugferd-invoice.xml"
            : "factur-x.xml";

        System.IO.File.WriteAllText("temp-invoice.xml", xml);
        pdf.Attachments.AddFile("temp-invoice.xml", filename, $"{standard} Invoice Data");
    }

    // Creates and embeds UBL-format XML for Peppol network compliance
    private void EmbedUBLXmlData(PdfDocument pdf, Invoice invoice)
    {
        // UBL (Universal Business Language) is the Peppol standard format
        string xml = $@"<?xml version='1.0' encoding='UTF-8'?>
<Invoice xmlns='urn:oasis:names:specification:ubl:schema:xsd:Invoice-2'>
    <ID>{invoice.InvoiceNumber}</ID>
    <IssueDate>{invoice.InvoiceDate:yyyy-MM-dd}</IssueDate>
    <DocumentCurrencyCode>EUR</DocumentCurrencyCode>
    <LegalMonetaryTotal>
        <PayableAmount currencyID='EUR'>{invoice.Total}</PayableAmount>
    </LegalMonetaryTotal>
</Invoice>";

        System.IO.File.WriteAllText("peppol-invoice.xml", xml);
        pdf.Attachments.AddFile("peppol-invoice.xml", "invoice.xml", "Peppol UBL Invoice");
    }

    // Generates minimal CII XML structure for demonstration
    private string GenerateCIIXml(Invoice invoice)
    {
        return $@"<?xml version='1.0' encoding='UTF-8'?>
<rsm:CrossIndustryInvoice
    xmlns:rsm='urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100'
    xmlns:ram='urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100'>
    <rsm:ExchangedDocument>
        <ram:ID>{invoice.InvoiceNumber}</ram:ID>
        <ram:TypeCode>380</ram:TypeCode>
    </rsm:ExchangedDocument>
</rsm:CrossIndustryInvoice>";
    }

    private string BuildInvoiceHtml(Invoice invoice)
    {
        return $"<html><body><h1>Invoice {invoice.InvoiceNumber}</h1></body></html>";
    }
}
using IronPdf;
using System;

// Enum representing supported European e-invoicing standards
public enum InvoiceStandard
{
    None,
    ZUGFeRD,    // German standard - uses CII XML format
    FacturX,    // French standard - technically identical to ZUGFeRD 2.0
    Peppol      // Pan-European standard - uses UBL XML format
}

// Factory class that generates invoices compliant with different e-invoicing standards
// Allows switching between standards without changing core invoice generation logic
public class CompliantInvoiceGenerator
{
    public PdfDocument GenerateCompliantInvoice(Invoice invoice, InvoiceStandard standard)
    {
        // Generate the base PDF from HTML
        var renderer = new ChromePdfRenderer();
        string html = BuildInvoiceHtml(invoice);
        var pdf = renderer.RenderHtmlAsPdf(html);

        // Attach the appropriate XML format based on target market/regulation
        switch (standard)
        {
            case InvoiceStandard.ZUGFeRD:
            case InvoiceStandard.FacturX:
                // Both use Cross-Industry Invoice format, just different filenames
                EmbedCIIXmlData(pdf, invoice, standard);
                break;
            case InvoiceStandard.Peppol:
                // Peppol uses Universal Business Language format
                EmbedUBLXmlData(pdf, invoice);
                break;
        }

        return pdf;
    }

    // Creates and embeds CII-format XML (used by ZUGFeRD and Factur-X)
    private void EmbedCIIXmlData(PdfDocument pdf, Invoice invoice, InvoiceStandard standard)
    {
        string xml = GenerateCIIXml(invoice);

        // Filename convention differs between German and French standards
        string filename = standard == InvoiceStandard.ZUGFeRD
            ? "zugferd-invoice.xml"
            : "factur-x.xml";

        System.IO.File.WriteAllText("temp-invoice.xml", xml);
        pdf.Attachments.AddFile("temp-invoice.xml", filename, $"{standard} Invoice Data");
    }

    // Creates and embeds UBL-format XML for Peppol network compliance
    private void EmbedUBLXmlData(PdfDocument pdf, Invoice invoice)
    {
        // UBL (Universal Business Language) is the Peppol standard format
        string xml = $@"<?xml version='1.0' encoding='UTF-8'?>
<Invoice xmlns='urn:oasis:names:specification:ubl:schema:xsd:Invoice-2'>
    <ID>{invoice.InvoiceNumber}</ID>
    <IssueDate>{invoice.InvoiceDate:yyyy-MM-dd}</IssueDate>
    <DocumentCurrencyCode>EUR</DocumentCurrencyCode>
    <LegalMonetaryTotal>
        <PayableAmount currencyID='EUR'>{invoice.Total}</PayableAmount>
    </LegalMonetaryTotal>
</Invoice>";

        System.IO.File.WriteAllText("peppol-invoice.xml", xml);
        pdf.Attachments.AddFile("peppol-invoice.xml", "invoice.xml", "Peppol UBL Invoice");
    }

    // Generates minimal CII XML structure for demonstration
    private string GenerateCIIXml(Invoice invoice)
    {
        return $@"<?xml version='1.0' encoding='UTF-8'?>
<rsm:CrossIndustryInvoice
    xmlns:rsm='urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100'
    xmlns:ram='urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100'>
    <rsm:ExchangedDocument>
        <ram:ID>{invoice.InvoiceNumber}</ram:ID>
        <ram:TypeCode>380</ram:TypeCode>
    </rsm:ExchangedDocument>
</rsm:CrossIndustryInvoice>";
    }

    private string BuildInvoiceHtml(Invoice invoice)
    {
        return $"<html><body><h1>Invoice {invoice.InvoiceNumber}</h1></body></html>";
    }
}
Imports IronPdf
Imports System

' Enum representing supported European e-invoicing standards
Public Enum InvoiceStandard
    None
    ZUGFeRD    ' German standard - uses CII XML format
    FacturX    ' French standard - technically identical to ZUGFeRD 2.0
    Peppol     ' Pan-European standard - uses UBL XML format
End Enum

' Factory class that generates invoices compliant with different e-invoicing standards
' Allows switching between standards without changing core invoice generation logic
Public Class CompliantInvoiceGenerator
    Public Function GenerateCompliantInvoice(invoice As Invoice, standard As InvoiceStandard) As PdfDocument
        ' Generate the base PDF from HTML
        Dim renderer As New ChromePdfRenderer()
        Dim html As String = BuildInvoiceHtml(invoice)
        Dim pdf As PdfDocument = renderer.RenderHtmlAsPdf(html)

        ' Attach the appropriate XML format based on target market/regulation
        Select Case standard
            Case InvoiceStandard.ZUGFeRD, InvoiceStandard.FacturX
                ' Both use Cross-Industry Invoice format, just different filenames
                EmbedCIIXmlData(pdf, invoice, standard)
            Case InvoiceStandard.Peppol
                ' Peppol uses Universal Business Language format
                EmbedUBLXmlData(pdf, invoice)
        End Select

        Return pdf
    End Function

    ' Creates and embeds CII-format XML (used by ZUGFeRD and Factur-X)
    Private Sub EmbedCIIXmlData(pdf As PdfDocument, invoice As Invoice, standard As InvoiceStandard)
        Dim xml As String = GenerateCIIXml(invoice)

        ' Filename convention differs between German and French standards
        Dim filename As String = If(standard = InvoiceStandard.ZUGFeRD, "zugferd-invoice.xml", "factur_x.xml")

        System.IO.File.WriteAllText("temp-invoice.xml", xml)
        pdf.Attachments.AddFile("temp-invoice.xml", filename, $"{standard} Invoice Data")
    End Sub

    ' Creates and embeds UBL-format XML for Peppol network compliance
    Private Sub EmbedUBLXmlData(pdf As PdfDocument, invoice As Invoice)
        ' UBL (Universal Business Language) is the Peppol standard format
        Dim xml As String = $"<?xml version='1.0' encoding='UTF-8'?>
<Invoice xmlns='urn:oasis:names:specification:ubl:schema:xsd:Invoice-2'>
    <ID>{invoice.InvoiceNumber}</ID>
    <IssueDate>{invoice.InvoiceDate:yyyy-MM-dd}</IssueDate>
    <DocumentCurrencyCode>EUR</DocumentCurrencyCode>
    <LegalMonetaryTotal>
        <PayableAmount currencyID='EUR'>{invoice.Total}</PayableAmount>
    </LegalMonetaryTotal>
</Invoice>"

        System.IO.File.WriteAllText("peppol-invoice.xml", xml)
        pdf.Attachments.AddFile("peppol-invoice.xml", "invoice.xml", "Peppol UBL Invoice")
    End Sub

    ' Generates minimal CII XML structure for demonstration
    Private Function GenerateCIIXml(invoice As Invoice) As String
        Return $"<?xml version='1.0' encoding='UTF-8'?>
<rsm:CrossIndustryInvoice
    xmlns:rsm='urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100'
    xmlns:ram='urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100'>
    <rsm:ExchangedDocument>
        <ram:ID>{invoice.InvoiceNumber}</ram:ID>
        <ram:TypeCode>380</ram:TypeCode>
    </rsm:ExchangedDocument>
</rsm:CrossIndustryInvoice>"
    End Function

    Private Function BuildInvoiceHtml(invoice As Invoice) As String
        Return $"<html><body><h1>Invoice {invoice.InvoiceNumber}</h1></body></html>"
    End Function
End Class
$vbLabelText   $csharpLabel

Cette architecture vous permet d'ajouter de nouvelles normes au fur et à mesure qu'elles apparaissent sans avoir à restructurer votre logique principale de génération de factures. L'approche basée sur les énumérations permet aux utilisateurs ou à la configuration de déterminer facilement le mode de conformité à utiliser.

Comment extraire des données de factures PDF dans C#;

La génération de factures n'est que la moitié de l'équation. La plupart des entreprises reçoivent également des factures de leurs fournisseurs et doivent en extraire les données pour les traiter. IronPDF offre de puissantes fonctionnalités d'extraction de texte qui constituent la base de la capture des données de facturation.

Comment extraire du texte d'une facture au format PDF

L'opération d'extraction la plus fondamentale permet de récupérer tout le contenu textuel d'un PDF. La méthode ExtractAllText d'IronPDF gère la complexité du codage et du positionnement du texte PDF :

using IronPdf;
using System;

// Extracts raw text content from PDF invoices for further processing
public class InvoiceTextExtractor
{
    // Extracts all text from a PDF in one operation
    // Best for single-page invoices or when you need the complete content
    public string ExtractInvoiceText(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);

        // IronPDF handles the complexity of PDF text encoding and positioning
        string allText = pdf.ExtractAllText();
        Console.WriteLine("Full invoice text:");
        Console.WriteLine(allText);

        return allText;
    }

    // Extracts text page by page - useful for multi-page invoices
    // Allows you to process header info separately from line items
    public void ExtractTextByPage(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);

        // Iterate through each page (0-indexed)
        for (int i = 0; i < pdf.PageCount; i++)
        {
            string pageText = pdf.ExtractTextFromPage(i);
            Console.WriteLine($"\n--- Page {i + 1} ---");
            Console.WriteLine(pageText);
        }
    }
}
using IronPdf;
using System;

// Extracts raw text content from PDF invoices for further processing
public class InvoiceTextExtractor
{
    // Extracts all text from a PDF in one operation
    // Best for single-page invoices or when you need the complete content
    public string ExtractInvoiceText(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);

        // IronPDF handles the complexity of PDF text encoding and positioning
        string allText = pdf.ExtractAllText();
        Console.WriteLine("Full invoice text:");
        Console.WriteLine(allText);

        return allText;
    }

    // Extracts text page by page - useful for multi-page invoices
    // Allows you to process header info separately from line items
    public void ExtractTextByPage(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);

        // Iterate through each page (0-indexed)
        for (int i = 0; i < pdf.PageCount; i++)
        {
            string pageText = pdf.ExtractTextFromPage(i);
            Console.WriteLine($"\n--- Page {i + 1} ---");
            Console.WriteLine(pageText);
        }
    }
}
Imports IronPdf
Imports System

' Extracts raw text content from PDF invoices for further processing
Public Class InvoiceTextExtractor
    ' Extracts all text from a PDF in one operation
    ' Best for single-page invoices or when you need the complete content
    Public Function ExtractInvoiceText(pdfPath As String) As String
        Dim pdf = PdfDocument.FromFile(pdfPath)

        ' IronPDF handles the complexity of PDF text encoding and positioning
        Dim allText As String = pdf.ExtractAllText()
        Console.WriteLine("Full invoice text:")
        Console.WriteLine(allText)

        Return allText
    End Function

    ' Extracts text page by page - useful for multi-page invoices
    ' Allows you to process header info separately from line items
    Public Sub ExtractTextByPage(pdfPath As String)
        Dim pdf = PdfDocument.FromFile(pdfPath)

        ' Iterate through each page (0-indexed)
        For i As Integer = 0 To pdf.PageCount - 1
            Dim pageText As String = pdf.ExtractTextFromPage(i)
            Console.WriteLine(vbCrLf & "--- Page " & (i + 1).ToString() & " ---")
            Console.WriteLine(pageText)
        Next
    End Sub
End Class
$vbLabelText   $csharpLabel

L'extraction page par page est particulièrement utile pour les factures de plusieurs pages lorsque vous devez localiser des sections spécifiques, par exemple pour trouver des lignes qui s'étendent sur plusieurs pages alors que les informations d'en-tête n'apparaissent que sur la première page.

Comment extraire des données de tableau pour les postes

Les lignes de la facture sont généralement présentées sous forme de tableaux. Les PDF n'ont pas de structure de tableau native, mais vous pouvez extraire du texte et l'analyser pour reconstruire les données du tableau :

using IronPdf;
using System;
using System.Collections.Generic;

// Data model for a single invoice line item
public class InvoiceLineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }
    public decimal Total { get; set; }
}

// Extracts tabular line item data from PDF invoices
// Note: PDFs don't have native table structure, so this uses text parsing
public class InvoiceTableExtractor
{
    public List<InvoiceLineItem> ExtractLineItems(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        var lineItems = new List<InvoiceLineItem>();
        string[] lines = text.Split('\n');

        foreach (string line in lines)
        {
            // Currency symbols indicate potential line items with amounts
            if (line.Contains("$") || line.Contains("€"))
            {
                Console.WriteLine($"Potential line item: {line.Trim()}");

                // Split on whitespace to separate columns
                // Actual parsing logic depends on your invoice format
                string[] parts = line.Split(new[] { '\t', ' ' },
                    StringSplitOptions.RemoveEmptyEntries);

                // Try to find numeric values that could be amounts
                foreach (string part in parts)
                {
                    string cleaned = part.Replace("$", "").Replace("€", "").Replace(",", "");
                    if (decimal.TryParse(cleaned, out decimal amount))
                    {
                        Console.WriteLine($"  Found amount: {amount:C}");
                    }
                }
            }
        }

        return lineItems;
    }
}
using IronPdf;
using System;
using System.Collections.Generic;

// Data model for a single invoice line item
public class InvoiceLineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }
    public decimal Total { get; set; }
}

// Extracts tabular line item data from PDF invoices
// Note: PDFs don't have native table structure, so this uses text parsing
public class InvoiceTableExtractor
{
    public List<InvoiceLineItem> ExtractLineItems(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        var lineItems = new List<InvoiceLineItem>();
        string[] lines = text.Split('\n');

        foreach (string line in lines)
        {
            // Currency symbols indicate potential line items with amounts
            if (line.Contains("$") || line.Contains("€"))
            {
                Console.WriteLine($"Potential line item: {line.Trim()}");

                // Split on whitespace to separate columns
                // Actual parsing logic depends on your invoice format
                string[] parts = line.Split(new[] { '\t', ' ' },
                    StringSplitOptions.RemoveEmptyEntries);

                // Try to find numeric values that could be amounts
                foreach (string part in parts)
                {
                    string cleaned = part.Replace("$", "").Replace("€", "").Replace(",", "");
                    if (decimal.TryParse(cleaned, out decimal amount))
                    {
                        Console.WriteLine($"  Found amount: {amount:C}");
                    }
                }
            }
        }

        return lineItems;
    }
}
Imports IronPdf
Imports System
Imports System.Collections.Generic

' Data model for a single invoice line item
Public Class InvoiceLineItem
    Public Property Description As String
    Public Property Quantity As Decimal
    Public Property UnitPrice As Decimal
    Public Property Total As Decimal
End Class

' Extracts tabular line item data from PDF invoices
' Note: PDFs don't have native table structure, so this uses text parsing
Public Class InvoiceTableExtractor
    Public Function ExtractLineItems(pdfPath As String) As List(Of InvoiceLineItem)
        Dim pdf = PdfDocument.FromFile(pdfPath)
        Dim text As String = pdf.ExtractAllText()

        Dim lineItems As New List(Of InvoiceLineItem)()
        Dim lines() As String = text.Split(ControlChars.Lf)

        For Each line As String In lines
            ' Currency symbols indicate potential line items with amounts
            If line.Contains("$") OrElse line.Contains("€") Then
                Console.WriteLine($"Potential line item: {line.Trim()}")

                ' Split on whitespace to separate columns
                ' Actual parsing logic depends on your invoice format
                Dim parts() As String = line.Split(New Char() {ControlChars.Tab, " "c}, StringSplitOptions.RemoveEmptyEntries)

                ' Try to find numeric values that could be amounts
                For Each part As String In parts
                    Dim cleaned As String = part.Replace("$", "").Replace("€", "").Replace(",", "")
                    Dim amount As Decimal
                    If Decimal.TryParse(cleaned, amount) Then
                        Console.WriteLine($"  Found amount: {amount:C}")
                    End If
                Next
            End If
        Next

        Return lineItems
    End Function
End Class
$vbLabelText   $csharpLabel

La logique d'analyse varie en fonction du format de vos factures. Pour les factures dont la mise en page est cohérente et qui proviennent de fournisseurs connus, vous pouvez créer des analyseurs spécifiques au format. Pour des formats variés, envisagez l'extraction assistée par ordinateur (AI) dont il est question plus loin dans cet article.

Comment utiliser la correspondance de motifs pour les numéros de factures, les dates et les totaux

Les expressions régulières sont très utiles pour extraire des données spécifiques d'un texte de facture. Les champs clés tels que les numéros de facture, les dates et les totaux suivent souvent des modèles reconnaissables :

using IronPdf;
using System;
using System.Text.RegularExpressions;

// Data model for extracted invoice information
public class InvoiceData
{
    public string InvoiceNumber { get; set; }
    public string InvoiceDate { get; set; }
    public decimal TotalAmount { get; set; }
    public string VendorName { get; set; }
}

// Extracts key invoice fields using regex pattern matching
// Multiple patterns handle variations across different vendors
public class InvoiceParser
{
    public InvoiceData ParseInvoice(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        var invoiceData = new InvoiceData();

        // Try multiple patterns to find invoice number
        // Handles: "Invoice #123", "INV-123", "Invoice Number: 123", German "Rechnungsnummer"
        string[] invoiceNumberPatterns = new[]
        {
            @"Invoice\s*#?\s*:?\s*([A-Z0-9-]+)",
            @"INV[-\s]?(\d+)",
            @"Invoice\s+Number\s*:?\s*([A-Z0-9-]+)",
            @"Rechnungsnummer\s*:?\s*([A-Z0-9-]+)"
        };

        foreach (string pattern in invoiceNumberPatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                invoiceData.InvoiceNumber = match.Groups[1].Value;
                Console.WriteLine($"Found Invoice Number: {invoiceData.InvoiceNumber}");
                break;
            }
        }

        // Date patterns for US, European, and written formats
        string[] datePatterns = new[]
        {
            @"Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            @"Invoice\s+Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            @"(\d{1,2}\.\d{1,2}\.\d{4})",  // European: DD.MM.YYYY
            @"(\w+\s+\d{1,2},?\s+\d{4})"   // Written: January 15, 2024
        };

        foreach (string pattern in datePatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                invoiceData.InvoiceDate = match.Groups[1].Value;
                Console.WriteLine($"Found Date: {invoiceData.InvoiceDate}");
                break;
            }
        }

        // Look for total amount with various labels
        string[] totalPatterns = new[]
        {
            @"Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Amount\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Grand\s+Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Balance\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})"
        };

        foreach (string pattern in totalPatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                // Remove commas before parsing
                string amountStr = match.Groups[1].Value.Replace(",", "");
                if (decimal.TryParse(amountStr, out decimal amount))
                {
                    invoiceData.TotalAmount = amount;
                    Console.WriteLine($"Found Total: ${invoiceData.TotalAmount:F2}");
                    break;
                }
            }
        }

        return invoiceData;
    }
}
using IronPdf;
using System;
using System.Text.RegularExpressions;

// Data model for extracted invoice information
public class InvoiceData
{
    public string InvoiceNumber { get; set; }
    public string InvoiceDate { get; set; }
    public decimal TotalAmount { get; set; }
    public string VendorName { get; set; }
}

// Extracts key invoice fields using regex pattern matching
// Multiple patterns handle variations across different vendors
public class InvoiceParser
{
    public InvoiceData ParseInvoice(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        var invoiceData = new InvoiceData();

        // Try multiple patterns to find invoice number
        // Handles: "Invoice #123", "INV-123", "Invoice Number: 123", German "Rechnungsnummer"
        string[] invoiceNumberPatterns = new[]
        {
            @"Invoice\s*#?\s*:?\s*([A-Z0-9-]+)",
            @"INV[-\s]?(\d+)",
            @"Invoice\s+Number\s*:?\s*([A-Z0-9-]+)",
            @"Rechnungsnummer\s*:?\s*([A-Z0-9-]+)"
        };

        foreach (string pattern in invoiceNumberPatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                invoiceData.InvoiceNumber = match.Groups[1].Value;
                Console.WriteLine($"Found Invoice Number: {invoiceData.InvoiceNumber}");
                break;
            }
        }

        // Date patterns for US, European, and written formats
        string[] datePatterns = new[]
        {
            @"Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            @"Invoice\s+Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            @"(\d{1,2}\.\d{1,2}\.\d{4})",  // European: DD.MM.YYYY
            @"(\w+\s+\d{1,2},?\s+\d{4})"   // Written: January 15, 2024
        };

        foreach (string pattern in datePatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                invoiceData.InvoiceDate = match.Groups[1].Value;
                Console.WriteLine($"Found Date: {invoiceData.InvoiceDate}");
                break;
            }
        }

        // Look for total amount with various labels
        string[] totalPatterns = new[]
        {
            @"Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Amount\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Grand\s+Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            @"Balance\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})"
        };

        foreach (string pattern in totalPatterns)
        {
            var match = Regex.Match(text, pattern, RegexOptions.IgnoreCase);
            if (match.Success)
            {
                // Remove commas before parsing
                string amountStr = match.Groups[1].Value.Replace(",", "");
                if (decimal.TryParse(amountStr, out decimal amount))
                {
                    invoiceData.TotalAmount = amount;
                    Console.WriteLine($"Found Total: ${invoiceData.TotalAmount:F2}");
                    break;
                }
            }
        }

        return invoiceData;
    }
}
Imports IronPdf
Imports System
Imports System.Text.RegularExpressions

' Data model for extracted invoice information
Public Class InvoiceData
    Public Property InvoiceNumber As String
    Public Property InvoiceDate As String
    Public Property TotalAmount As Decimal
    Public Property VendorName As String
End Class

' Extracts key invoice fields using regex pattern matching
' Multiple patterns handle variations across different vendors
Public Class InvoiceParser
    Public Function ParseInvoice(pdfPath As String) As InvoiceData
        Dim pdf = PdfDocument.FromFile(pdfPath)
        Dim text As String = pdf.ExtractAllText()

        Dim invoiceData As New InvoiceData()

        ' Try multiple patterns to find invoice number
        ' Handles: "Invoice #123", "INV-123", "Invoice Number: 123", German "Rechnungsnummer"
        Dim invoiceNumberPatterns As String() = {
            "Invoice\s*#?\s*:?\s*([A-Z0-9-]+)",
            "INV[-\s]?(\d+)",
            "Invoice\s+Number\s*:?\s*([A-Z0-9-]+)",
            "Rechnungsnummer\s*:?\s*([A-Z0-9-]+)"
        }

        For Each pattern As String In invoiceNumberPatterns
            Dim match = Regex.Match(text, pattern, RegexOptions.IgnoreCase)
            If match.Success Then
                invoiceData.InvoiceNumber = match.Groups(1).Value
                Console.WriteLine($"Found Invoice Number: {invoiceData.InvoiceNumber}")
                Exit For
            End If
        Next

        ' Date patterns for US, European, and written formats
        Dim datePatterns As String() = {
            "Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            "Invoice\s+Date\s*:?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})",
            "(\d{1,2}\.\d{1,2}\.\d{4})",  ' European: DD.MM.YYYY
            "(\w+\s+\d{1,2},?\s+\d{4})"   ' Written: January 15, 2024
        }

        For Each pattern As String In datePatterns
            Dim match = Regex.Match(text, pattern, RegexOptions.IgnoreCase)
            If match.Success Then
                invoiceData.InvoiceDate = match.Groups(1).Value
                Console.WriteLine($"Found Date: {invoiceData.InvoiceDate}")
                Exit For
            End If
        Next

        ' Look for total amount with various labels
        Dim totalPatterns As String() = {
            "Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            "Amount\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            "Grand\s+Total\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})",
            "Balance\s+Due\s*:?\s*[\$€]?\s*([\d,]+\.\d{2})"
        }

        For Each pattern As String In totalPatterns
            Dim match = Regex.Match(text, pattern, RegexOptions.IgnoreCase)
            If match.Success Then
                ' Remove commas before parsing
                Dim amountStr As String = match.Groups(1).Value.Replace(",", "")
                Dim amount As Decimal
                If Decimal.TryParse(amountStr, amount) Then
                    invoiceData.TotalAmount = amount
                    Console.WriteLine($"Found Total: ${invoiceData.TotalAmount:F2}")
                    Exit For
                End If
            End If
        Next

        Return invoiceData
    End Function
End Class
$vbLabelText   $csharpLabel

Cette approche basée sur des modèles fonctionne bien pour les factures dont les formats sont prévisibles. Les multiples variations du modèle permettent de gérer les différences de formatage courantes entre les fournisseurs, telles que "Invoice #" et "Invoice Number :"

Qu'en est-il des factures numérisées ou basées sur des images ?

Les méthodes d'extraction de texte présentées ci-dessus fonctionnent avec des PDF contenant du texte intégré. Cependant, les documents scannés et les PDF basés sur des images n'ont pas de texte extractible. Il s'agit essentiellement d'images de factures.

Veuillez noterPour traiter les factures numérisées, vous aurez besoin de capacités OCR (reconnaissance optique de caractères). IronOCR, qui fait partie de la Iron Suite, s'intègre parfaitement à IronPDF pour ces scénarios. Visitez https://ironsoftware.com/csharp/ocr/ pour en savoir plus sur l'extraction de texte à partir de documents et d'images numérisés.

Comment utiliser l'IA pour traiter les factures en .NET

La correspondance traditionnelle des modèles fonctionne bien pour les factures standardisées, mais les services de comptabilité fournisseurs du monde réel reçoivent des documents dans d'innombrables formats. C'est là que l'extraction assistée par l'IA s'impose. Les modèles linguistiques de grande taille peuvent comprendre la sémantique des factures et extraire des données structurées, même à partir de mises en page peu familières.

Comment intégrer l'IA pour l'analyse des factures

Le modèle de traitement des factures alimenté par l'IA combine l'extraction de texte d'IronPDF avec des appels d'API LLM. Voici une implémentation générique qui fonctionne avec n'importe quelle API compatible avec OpenAI :

using IronPdf;
using System;
using System.Net.Http;
using System.Text;
using System.Text.Json;
using System.Threading.Tasks;

// Data model for extracted invoice information
public class InvoiceData
{
    public string InvoiceNumber { get; set; }
    public string InvoiceDate { get; set; }
    public string VendorName { get; set; }
    public decimal TotalAmount { get; set; }
}

// Leverages AI/LLM APIs to extract structured data from any invoice format
// Works with OpenAI or any compatible API endpoint
public class AIInvoiceParser
{
    private readonly HttpClient _httpClient;
    private readonly string _apiKey;
    private readonly string _apiUrl;

    public AIInvoiceParser(string apiKey, string apiUrl = "https://api.openai.com/v1/chat/completions")
    {
        _apiKey = apiKey;
        _apiUrl = apiUrl;
        _httpClient = new HttpClient();
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}");
    }

    public async Task<InvoiceData> ParseInvoiceWithAI(string pdfPath)
    {
        // First extract raw text from the PDF using IronPDF
        var pdf = PdfDocument.FromFile(pdfPath);
        string invoiceText = pdf.ExtractAllText();

        // Construct a prompt that instructs the AI to return structured JSON
        // Being explicit about the format reduces parsing errors
        string prompt = $@"Extract the following information from this invoice text.
Return ONLY valid JSON with no additional text or markdown formatting.

Required fields:
- InvoiceNumber: The invoice or document number
- InvoiceDate: The invoice date in YYYY-MM-DD format
- VendorName: The company or person who sent the invoice
- TotalAmount: The total amount due as a number (no currency symbols)

Invoice text:
{invoiceText}

JSON response:";

        // Build the API request with a system prompt for context
        var requestBody = new
        {
            model = "gpt-4",
            messages = new[]
            {
                new {
                    role = "system",
                    content = "You are an invoice data extraction assistant. Extract structured data from invoices and return valid JSON only."
                },
                new { role = "user", content = prompt }
            },
            temperature = 0.1  // Low temperature ensures consistent, deterministic results
        };

        var json = JsonSerializer.Serialize(requestBody);
        var content = new StringContent(json, Encoding.UTF8, "application/json");

        var response = await _httpClient.PostAsync(_apiUrl, content);
        var responseJson = await response.Content.ReadAsStringAsync();

        // Navigate the API response structure to get the extracted content
        using var doc = JsonDocument.Parse(responseJson);
        var messageContent = doc.RootElement
            .GetProperty("choices")[0]
            .GetProperty("message")
            .GetProperty("content")
            .GetString();

        Console.WriteLine("AI Extracted Data:");
        Console.WriteLine(messageContent);

        // Deserialize the AI's JSON response into our data class
        var invoiceData = JsonSerializer.Deserialize<InvoiceData>(messageContent,
            new JsonSerializerOptions { PropertyNameCaseInsensitive = true });

        return invoiceData;
    }
}
using IronPdf;
using System;
using System.Net.Http;
using System.Text;
using System.Text.Json;
using System.Threading.Tasks;

// Data model for extracted invoice information
public class InvoiceData
{
    public string InvoiceNumber { get; set; }
    public string InvoiceDate { get; set; }
    public string VendorName { get; set; }
    public decimal TotalAmount { get; set; }
}

// Leverages AI/LLM APIs to extract structured data from any invoice format
// Works with OpenAI or any compatible API endpoint
public class AIInvoiceParser
{
    private readonly HttpClient _httpClient;
    private readonly string _apiKey;
    private readonly string _apiUrl;

    public AIInvoiceParser(string apiKey, string apiUrl = "https://api.openai.com/v1/chat/completions")
    {
        _apiKey = apiKey;
        _apiUrl = apiUrl;
        _httpClient = new HttpClient();
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}");
    }

    public async Task<InvoiceData> ParseInvoiceWithAI(string pdfPath)
    {
        // First extract raw text from the PDF using IronPDF
        var pdf = PdfDocument.FromFile(pdfPath);
        string invoiceText = pdf.ExtractAllText();

        // Construct a prompt that instructs the AI to return structured JSON
        // Being explicit about the format reduces parsing errors
        string prompt = $@"Extract the following information from this invoice text.
Return ONLY valid JSON with no additional text or markdown formatting.

Required fields:
- InvoiceNumber: The invoice or document number
- InvoiceDate: The invoice date in YYYY-MM-DD format
- VendorName: The company or person who sent the invoice
- TotalAmount: The total amount due as a number (no currency symbols)

Invoice text:
{invoiceText}

JSON response:";

        // Build the API request with a system prompt for context
        var requestBody = new
        {
            model = "gpt-4",
            messages = new[]
            {
                new {
                    role = "system",
                    content = "You are an invoice data extraction assistant. Extract structured data from invoices and return valid JSON only."
                },
                new { role = "user", content = prompt }
            },
            temperature = 0.1  // Low temperature ensures consistent, deterministic results
        };

        var json = JsonSerializer.Serialize(requestBody);
        var content = new StringContent(json, Encoding.UTF8, "application/json");

        var response = await _httpClient.PostAsync(_apiUrl, content);
        var responseJson = await response.Content.ReadAsStringAsync();

        // Navigate the API response structure to get the extracted content
        using var doc = JsonDocument.Parse(responseJson);
        var messageContent = doc.RootElement
            .GetProperty("choices")[0]
            .GetProperty("message")
            .GetProperty("content")
            .GetString();

        Console.WriteLine("AI Extracted Data:");
        Console.WriteLine(messageContent);

        // Deserialize the AI's JSON response into our data class
        var invoiceData = JsonSerializer.Deserialize<InvoiceData>(messageContent,
            new JsonSerializerOptions { PropertyNameCaseInsensitive = true });

        return invoiceData;
    }
}
Imports IronPdf
Imports System
Imports System.Net.Http
Imports System.Text
Imports System.Text.Json
Imports System.Threading.Tasks

' Data model for extracted invoice information
Public Class InvoiceData
    Public Property InvoiceNumber As String
    Public Property InvoiceDate As String
    Public Property VendorName As String
    Public Property TotalAmount As Decimal
End Class

' Leverages AI/LLM APIs to extract structured data from any invoice format
' Works with OpenAI or any compatible API endpoint
Public Class AIInvoiceParser
    Private ReadOnly _httpClient As HttpClient
    Private ReadOnly _apiKey As String
    Private ReadOnly _apiUrl As String

    Public Sub New(apiKey As String, Optional apiUrl As String = "https://api.openai.com/v1/chat/completions")
        _apiKey = apiKey
        _apiUrl = apiUrl
        _httpClient = New HttpClient()
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}")
    End Sub

    Public Async Function ParseInvoiceWithAI(pdfPath As String) As Task(Of InvoiceData)
        ' First extract raw text from the PDF using IronPDF
        Dim pdf = PdfDocument.FromFile(pdfPath)
        Dim invoiceText As String = pdf.ExtractAllText()

        ' Construct a prompt that instructs the AI to return structured JSON
        ' Being explicit about the format reduces parsing errors
        Dim prompt As String = $"Extract the following information from this invoice text.
Return ONLY valid JSON with no additional text or markdown formatting.

Required fields:
- InvoiceNumber: The invoice or document number
- InvoiceDate: The invoice date in YYYY-MM-DD format
- VendorName: The company or person who sent the invoice
- TotalAmount: The total amount due as a number (no currency symbols)

Invoice text:
{invoiceText}

JSON response:"

        ' Build the API request with a system prompt for context
        Dim requestBody = New With {
            .model = "gpt-4",
            .messages = New Object() {
                New With {
                    .role = "system",
                    .content = "You are an invoice data extraction assistant. Extract structured data from invoices and return valid JSON only."
                },
                New With {
                    .role = "user",
                    .content = prompt
                }
            },
            .temperature = 0.1  ' Low temperature ensures consistent, deterministic results
        }

        Dim json As String = JsonSerializer.Serialize(requestBody)
        Dim content As New StringContent(json, Encoding.UTF8, "application/json")

        Dim response = Await _httpClient.PostAsync(_apiUrl, content)
        Dim responseJson As String = Await response.Content.ReadAsStringAsync()

        ' Navigate the API response structure to get the extracted content
        Using doc = JsonDocument.Parse(responseJson)
            Dim messageContent As String = doc.RootElement _
                .GetProperty("choices")(0) _
                .GetProperty("message") _
                .GetProperty("content") _
                .GetString()

            Console.WriteLine("AI Extracted Data:")
            Console.WriteLine(messageContent)

            ' Deserialize the AI's JSON response into our data class
            Dim invoiceData As InvoiceData = JsonSerializer.Deserialize(Of InvoiceData)(messageContent, New JsonSerializerOptions With {.PropertyNameCaseInsensitive = True})

            Return invoiceData
        End Using
    End Function
End Class
$vbLabelText   $csharpLabel

Le réglage de température bas (0,1) favorise les sorties déterministes, ce qui est important pour les tâches d'extraction de données où vous souhaitez obtenir des résultats cohérents pour la même entrée.

Comment extraire des données JSON structurées à partir de factures

Pour les factures plus complexes comportant des postes, des détails sur les fournisseurs et des informations sur les clients, vous pouvez demander une structure JSON plus riche :

using IronPdf;
using System;
using System.Collections.Generic;
using System.Text.Json;
using System.Threading.Tasks;

// Comprehensive invoice data model with all details
public class DetailedInvoiceData
{
    public string InvoiceNumber { get; set; }
    public DateTime InvoiceDate { get; set; }
    public DateTime DueDate { get; set; }
    public VendorInfo Vendor { get; set; }
    public CustomerInfo Customer { get; set; }
    public List<LineItem> LineItems { get; set; }
    public decimal Subtotal { get; set; }
    public decimal Tax { get; set; }
    public decimal Total { get; set; }
}

public class VendorInfo
{
    public string Name { get; set; }
    public string Address { get; set; }
    public string TaxId { get; set; }
}

public class CustomerInfo
{
    public string Name { get; set; }
    public string Address { get; set; }
}

public class LineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }
    public decimal Total { get; set; }
}

// Extracts comprehensive invoice data including line items and party details
public class StructuredInvoiceExtractor
{
    private readonly AIInvoiceParser _aiParser;

    public StructuredInvoiceExtractor(string apiKey)
    {
        _aiParser = new AIInvoiceParser(apiKey);
    }

    public async Task<DetailedInvoiceData> ExtractDetailedData(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        // Define the exact JSON structure we want the AI to return
        // This schema guides the AI to extract all relevant fields
        string jsonSchema = @"{
  ""InvoiceNumber"": ""string"",
  ""InvoiceDate"": ""YYYY-MM-DD"",
  ""DueDate"": ""YYYY-MM-DD"",
  ""Vendor"": {
    ""Name"": ""string"",
    ""Address"": ""string"",
    ""TaxId"": ""string or null""
  },
  ""Customer"": {
    ""Name"": ""string"",
    ""Address"": ""string""
  },
  ""LineItems"": [
    {
      ""Description"": ""string"",
      ""Quantity"": 0.0,
      ""UnitPrice"": 0.00,
      ""Total"": 0.00
    }
  ],
  ""Subtotal"": 0.00,
  ""Tax"": 0.00,
  ""Total"": 0.00
}";

        // Prompt includes both the schema and the extracted text
        string prompt = $@"Extract all invoice data and return it in this exact JSON structure:
{jsonSchema}

Invoice text:
{text}

Return only valid JSON, no markdown formatting or additional text.";

        // Call AI API and parse response (implementation as shown above)
        // Return deserialized DetailedInvoiceData

        return new DetailedInvoiceData(); // Placeholder
    }
}
using IronPdf;
using System;
using System.Collections.Generic;
using System.Text.Json;
using System.Threading.Tasks;

// Comprehensive invoice data model with all details
public class DetailedInvoiceData
{
    public string InvoiceNumber { get; set; }
    public DateTime InvoiceDate { get; set; }
    public DateTime DueDate { get; set; }
    public VendorInfo Vendor { get; set; }
    public CustomerInfo Customer { get; set; }
    public List<LineItem> LineItems { get; set; }
    public decimal Subtotal { get; set; }
    public decimal Tax { get; set; }
    public decimal Total { get; set; }
}

public class VendorInfo
{
    public string Name { get; set; }
    public string Address { get; set; }
    public string TaxId { get; set; }
}

public class CustomerInfo
{
    public string Name { get; set; }
    public string Address { get; set; }
}

public class LineItem
{
    public string Description { get; set; }
    public decimal Quantity { get; set; }
    public decimal UnitPrice { get; set; }
    public decimal Total { get; set; }
}

// Extracts comprehensive invoice data including line items and party details
public class StructuredInvoiceExtractor
{
    private readonly AIInvoiceParser _aiParser;

    public StructuredInvoiceExtractor(string apiKey)
    {
        _aiParser = new AIInvoiceParser(apiKey);
    }

    public async Task<DetailedInvoiceData> ExtractDetailedData(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        // Define the exact JSON structure we want the AI to return
        // This schema guides the AI to extract all relevant fields
        string jsonSchema = @"{
  ""InvoiceNumber"": ""string"",
  ""InvoiceDate"": ""YYYY-MM-DD"",
  ""DueDate"": ""YYYY-MM-DD"",
  ""Vendor"": {
    ""Name"": ""string"",
    ""Address"": ""string"",
    ""TaxId"": ""string or null""
  },
  ""Customer"": {
    ""Name"": ""string"",
    ""Address"": ""string""
  },
  ""LineItems"": [
    {
      ""Description"": ""string"",
      ""Quantity"": 0.0,
      ""UnitPrice"": 0.00,
      ""Total"": 0.00
    }
  ],
  ""Subtotal"": 0.00,
  ""Tax"": 0.00,
  ""Total"": 0.00
}";

        // Prompt includes both the schema and the extracted text
        string prompt = $@"Extract all invoice data and return it in this exact JSON structure:
{jsonSchema}

Invoice text:
{text}

Return only valid JSON, no markdown formatting or additional text.";

        // Call AI API and parse response (implementation as shown above)
        // Return deserialized DetailedInvoiceData

        return new DetailedInvoiceData(); // Placeholder
    }
}
Imports IronPdf
Imports System
Imports System.Collections.Generic
Imports System.Text.Json
Imports System.Threading.Tasks

' Comprehensive invoice data model with all details
Public Class DetailedInvoiceData
    Public Property InvoiceNumber As String
    Public Property InvoiceDate As DateTime
    Public Property DueDate As DateTime
    Public Property Vendor As VendorInfo
    Public Property Customer As CustomerInfo
    Public Property LineItems As List(Of LineItem)
    Public Property Subtotal As Decimal
    Public Property Tax As Decimal
    Public Property Total As Decimal
End Class

Public Class VendorInfo
    Public Property Name As String
    Public Property Address As String
    Public Property TaxId As String
End Class

Public Class CustomerInfo
    Public Property Name As String
    Public Property Address As String
End Class

Public Class LineItem
    Public Property Description As String
    Public Property Quantity As Decimal
    Public Property UnitPrice As Decimal
    Public Property Total As Decimal
End Class

' Extracts comprehensive invoice data including line items and party details
Public Class StructuredInvoiceExtractor
    Private ReadOnly _aiParser As AIInvoiceParser

    Public Sub New(apiKey As String)
        _aiParser = New AIInvoiceParser(apiKey)
    End Sub

    Public Async Function ExtractDetailedData(pdfPath As String) As Task(Of DetailedInvoiceData)
        Dim pdf = PdfDocument.FromFile(pdfPath)
        Dim text As String = pdf.ExtractAllText()

        ' Define the exact JSON structure we want the AI to return
        ' This schema guides the AI to extract all relevant fields
        Dim jsonSchema As String = "{
  ""InvoiceNumber"": ""string"",
  ""InvoiceDate"": ""YYYY-MM-DD"",
  ""DueDate"": ""YYYY-MM-DD"",
  ""Vendor"": {
    ""Name"": ""string"",
    ""Address"": ""string"",
    ""TaxId"": ""string or null""
  },
  ""Customer"": {
    ""Name"": ""string"",
    ""Address"": ""string""
  },
  ""LineItems"": [
    {
      ""Description"": ""string"",
      ""Quantity"": 0.0,
      ""UnitPrice"": 0.00,
      ""Total"": 0.00
    }
  ],
  ""Subtotal"": 0.00,
  ""Tax"": 0.00,
  ""Total"": 0.00
}"

        ' Prompt includes both the schema and the extracted text
        Dim prompt As String = $"
Extract all invoice data and return it in this exact JSON structure:
{jsonSchema}

Invoice text:
{text}

Return only valid JSON, no markdown formatting or additional text."

        ' Call AI API and parse response (implementation as shown above)
        ' Return deserialized DetailedInvoiceData

        Return New DetailedInvoiceData() ' Placeholder
    End Function
End Class
$vbLabelText   $csharpLabel

Comment gérer des formats de facture incohérents

La véritable puissance de l'extraction de l'IA apparaît lors du traitement de factures provenant de plusieurs fournisseurs, chacun ayant un format unique. Un processeur intelligent peut tenter d'abord l'extraction basée sur les modèles (plus rapide et gratuite) et ne recourir à l'IA qu'en cas de besoin :

using IronPdf;
using System.Threading.Tasks;

// Hybrid processor that optimizes for cost and capability
// Tries fast regex patterns first, uses AI only when patterns fail
public class SmartInvoiceProcessor
{
    private readonly AIInvoiceParser _aiParser;

    public SmartInvoiceProcessor(string aiApiKey)
    {
        _aiParser = new AIInvoiceParser(aiApiKey);
    }

    public async Task<InvoiceData> ProcessAnyInvoice(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        // First attempt: regex patterns (fast and free)
        var patternParser = new InvoiceParser();
        var standardResult = patternParser.ParseInvoiceFromText(text);

        // If pattern matching found all required fields, use that result
        if (IsComplete(standardResult))
        {
            Console.WriteLine("Pattern extraction successful");
            return standardResult;
        }

        // Fallback: use AI for complex or unusual invoice formats
        // This costs money but handles any layout
        Console.WriteLine("Using AI extraction for complex invoice format");
        var aiResult = await _aiParser.ParseInvoiceWithAI(pdfPath);

        return aiResult;
    }

    // Validates that we have the minimum required fields
    private bool IsComplete(InvoiceData data)
    {
        return !string.IsNullOrEmpty(data.InvoiceNumber) &&
               !string.IsNullOrEmpty(data.InvoiceDate) &&
               data.TotalAmount > 0;
    }
}
using IronPdf;
using System.Threading.Tasks;

// Hybrid processor that optimizes for cost and capability
// Tries fast regex patterns first, uses AI only when patterns fail
public class SmartInvoiceProcessor
{
    private readonly AIInvoiceParser _aiParser;

    public SmartInvoiceProcessor(string aiApiKey)
    {
        _aiParser = new AIInvoiceParser(aiApiKey);
    }

    public async Task<InvoiceData> ProcessAnyInvoice(string pdfPath)
    {
        var pdf = PdfDocument.FromFile(pdfPath);
        string text = pdf.ExtractAllText();

        // First attempt: regex patterns (fast and free)
        var patternParser = new InvoiceParser();
        var standardResult = patternParser.ParseInvoiceFromText(text);

        // If pattern matching found all required fields, use that result
        if (IsComplete(standardResult))
        {
            Console.WriteLine("Pattern extraction successful");
            return standardResult;
        }

        // Fallback: use AI for complex or unusual invoice formats
        // This costs money but handles any layout
        Console.WriteLine("Using AI extraction for complex invoice format");
        var aiResult = await _aiParser.ParseInvoiceWithAI(pdfPath);

        return aiResult;
    }

    // Validates that we have the minimum required fields
    private bool IsComplete(InvoiceData data)
    {
        return !string.IsNullOrEmpty(data.InvoiceNumber) &&
               !string.IsNullOrEmpty(data.InvoiceDate) &&
               data.TotalAmount > 0;
    }
}
Imports IronPdf
Imports System.Threading.Tasks

' Hybrid processor that optimizes for cost and capability
' Tries fast regex patterns first, uses AI only when patterns fail
Public Class SmartInvoiceProcessor
    Private ReadOnly _aiParser As AIInvoiceParser

    Public Sub New(aiApiKey As String)
        _aiParser = New AIInvoiceParser(aiApiKey)
    End Sub

    Public Async Function ProcessAnyInvoice(pdfPath As String) As Task(Of InvoiceData)
        Dim pdf = PdfDocument.FromFile(pdfPath)
        Dim text As String = pdf.ExtractAllText()

        ' First attempt: regex patterns (fast and free)
        Dim patternParser = New InvoiceParser()
        Dim standardResult = patternParser.ParseInvoiceFromText(text)

        ' If pattern matching found all required fields, use that result
        If IsComplete(standardResult) Then
            Console.WriteLine("Pattern extraction successful")
            Return standardResult
        End If

        ' Fallback: use AI for complex or unusual invoice formats
        ' This costs money but handles any layout
        Console.WriteLine("Using AI extraction for complex invoice format")
        Dim aiResult = Await _aiParser.ParseInvoiceWithAI(pdfPath)

        Return aiResult
    End Function

    ' Validates that we have the minimum required fields
    Private Function IsComplete(data As InvoiceData) As Boolean
        Return Not String.IsNullOrEmpty(data.InvoiceNumber) AndAlso
               Not String.IsNullOrEmpty(data.InvoiceDate) AndAlso
               data.TotalAmount > 0
    End Function
End Class
$vbLabelText   $csharpLabel

Comment construire un pipeline d'automatisation de la comptabilité fournisseurs

En réunissant tous ces éléments, voici un pipeline d'automatisation complet qui traite les factures entrantes, extrait les données, les valide et les prépare pour votre système de comptabilité :

using IronPdf;
using System;
using System.IO;
using System.Threading.Tasks;
using System.Collections.Generic;
using System.Linq;

// Tracks the outcome of processing each invoice
public class ProcessingResult
{
    public string FileName { get; set; }
    public bool Success { get; set; }
    public string InvoiceNumber { get; set; }
    public string ErrorMessage { get; set; }
}

// Complete automation pipeline for accounts payable
// Watches a folder, extracts data, validates, and routes to accounting system
public class InvoiceAutomationPipeline
{
    private readonly SmartInvoiceProcessor _processor;
    private readonly string _inputFolder;
    private readonly string _processedFolder;
    private readonly string _errorFolder;

    public InvoiceAutomationPipeline(string apiKey, string inputFolder)
    {
        _processor = new SmartInvoiceProcessor(apiKey);
        _inputFolder = inputFolder;
        _processedFolder = Path.Combine(inputFolder, "processed");
        _errorFolder = Path.Combine(inputFolder, "errors");

        // Create output directories if they don't exist
        Directory.CreateDirectory(_processedFolder);
        Directory.CreateDirectory(_errorFolder);
    }

    // Main entry point - processes all PDFs in the input folder
    public async Task<List<ProcessingResult>> ProcessInvoiceBatch()
    {
        string[] invoiceFiles = Directory.GetFiles(_inputFolder, "*.pdf");
        Console.WriteLine($"Found {invoiceFiles.Length} invoices to process");

        var results = new List<ProcessingResult>();

        foreach (string invoicePath in invoiceFiles)
        {
            string fileName = Path.GetFileName(invoicePath);

            try
            {
                Console.WriteLine($"Processing: {fileName}");

                // Extract data using smart processor (patterns first, then AI)
                var invoiceData = await _processor.ProcessAnyInvoice(invoicePath);

                // Ensure we have minimum required fields before proceeding
                if (ValidateInvoiceData(invoiceData))
                {
                    // Send to accounting system (QuickBooks, Xero, etc.)
                    await SaveToAccountingSystem(invoiceData);

                    // Archive successful invoices
                    string destPath = Path.Combine(_processedFolder, fileName);
                    File.Move(invoicePath, destPath, overwrite: true);

                    results.Add(new ProcessingResult
                    {
                        FileName = fileName,
                        Success = true,
                        InvoiceNumber = invoiceData.InvoiceNumber
                    });

                    Console.WriteLine($"✓ Processed: {invoiceData.InvoiceNumber}");
                }
                else
                {
                    throw new Exception("Validation failed - missing required fields");
                }
            }
            catch (Exception ex)
            {
                Console.WriteLine($"✗ Failed: {fileName} - {ex.Message}");

                // Quarantine failed invoices for manual review
                string destPath = Path.Combine(_errorFolder, fileName);
                File.Move(invoicePath, destPath, overwrite: true);

                results.Add(new ProcessingResult
                {
                    FileName = fileName,
                    Success = false,
                    ErrorMessage = ex.Message
                });
            }
        }

        GenerateReport(results);
        return results;
    }

    // Checks for minimum required fields
    private bool ValidateInvoiceData(InvoiceData data)
    {
        return !string.IsNullOrEmpty(data.InvoiceNumber) &&
               !string.IsNullOrEmpty(data.VendorName) &&
               data.TotalAmount > 0;
    }

    // Placeholder for accounting system integration
    private async Task SaveToAccountingSystem(InvoiceData data)
    {
        // Integrate with your accounting system here
        // Examples: QuickBooks API, Xero API, SAP, or database storage
        Console.WriteLine($"  Saved invoice {data.InvoiceNumber} to accounting system");
        await Task.CompletedTask;
    }

    // Outputs a summary of the batch processing results
    private void GenerateReport(List<ProcessingResult> results)
    {
        int successful = results.Count(r => r.Success);
        int failed = results.Count(r => !r.Success);

        Console.WriteLine($"\n========== Processing Complete ==========");
        Console.WriteLine($"Total Processed: {results.Count}");
        Console.WriteLine($"Successful: {successful}");
        Console.WriteLine($"Failed: {failed}");

        if (failed > 0)
        {
            Console.WriteLine("\nFailed invoices requiring review:");
            foreach (var failure in results.Where(r => !r.Success))
            {
                Console.WriteLine($"  • {failure.FileName}: {failure.ErrorMessage}");
            }
        }
    }
}
using IronPdf;
using System;
using System.IO;
using System.Threading.Tasks;
using System.Collections.Generic;
using System.Linq;

// Tracks the outcome of processing each invoice
public class ProcessingResult
{
    public string FileName { get; set; }
    public bool Success { get; set; }
    public string InvoiceNumber { get; set; }
    public string ErrorMessage { get; set; }
}

// Complete automation pipeline for accounts payable
// Watches a folder, extracts data, validates, and routes to accounting system
public class InvoiceAutomationPipeline
{
    private readonly SmartInvoiceProcessor _processor;
    private readonly string _inputFolder;
    private readonly string _processedFolder;
    private readonly string _errorFolder;

    public InvoiceAutomationPipeline(string apiKey, string inputFolder)
    {
        _processor = new SmartInvoiceProcessor(apiKey);
        _inputFolder = inputFolder;
        _processedFolder = Path.Combine(inputFolder, "processed");
        _errorFolder = Path.Combine(inputFolder, "errors");

        // Create output directories if they don't exist
        Directory.CreateDirectory(_processedFolder);
        Directory.CreateDirectory(_errorFolder);
    }

    // Main entry point - processes all PDFs in the input folder
    public async Task<List<ProcessingResult>> ProcessInvoiceBatch()
    {
        string[] invoiceFiles = Directory.GetFiles(_inputFolder, "*.pdf");
        Console.WriteLine($"Found {invoiceFiles.Length} invoices to process");

        var results = new List<ProcessingResult>();

        foreach (string invoicePath in invoiceFiles)
        {
            string fileName = Path.GetFileName(invoicePath);

            try
            {
                Console.WriteLine($"Processing: {fileName}");

                // Extract data using smart processor (patterns first, then AI)
                var invoiceData = await _processor.ProcessAnyInvoice(invoicePath);

                // Ensure we have minimum required fields before proceeding
                if (ValidateInvoiceData(invoiceData))
                {
                    // Send to accounting system (QuickBooks, Xero, etc.)
                    await SaveToAccountingSystem(invoiceData);

                    // Archive successful invoices
                    string destPath = Path.Combine(_processedFolder, fileName);
                    File.Move(invoicePath, destPath, overwrite: true);

                    results.Add(new ProcessingResult
                    {
                        FileName = fileName,
                        Success = true,
                        InvoiceNumber = invoiceData.InvoiceNumber
                    });

                    Console.WriteLine($"✓ Processed: {invoiceData.InvoiceNumber}");
                }
                else
                {
                    throw new Exception("Validation failed - missing required fields");
                }
            }
            catch (Exception ex)
            {
                Console.WriteLine($"✗ Failed: {fileName} - {ex.Message}");

                // Quarantine failed invoices for manual review
                string destPath = Path.Combine(_errorFolder, fileName);
                File.Move(invoicePath, destPath, overwrite: true);

                results.Add(new ProcessingResult
                {
                    FileName = fileName,
                    Success = false,
                    ErrorMessage = ex.Message
                });
            }
        }

        GenerateReport(results);
        return results;
    }

    // Checks for minimum required fields
    private bool ValidateInvoiceData(InvoiceData data)
    {
        return !string.IsNullOrEmpty(data.InvoiceNumber) &&
               !string.IsNullOrEmpty(data.VendorName) &&
               data.TotalAmount > 0;
    }

    // Placeholder for accounting system integration
    private async Task SaveToAccountingSystem(InvoiceData data)
    {
        // Integrate with your accounting system here
        // Examples: QuickBooks API, Xero API, SAP, or database storage
        Console.WriteLine($"  Saved invoice {data.InvoiceNumber} to accounting system");
        await Task.CompletedTask;
    }

    // Outputs a summary of the batch processing results
    private void GenerateReport(List<ProcessingResult> results)
    {
        int successful = results.Count(r => r.Success);
        int failed = results.Count(r => !r.Success);

        Console.WriteLine($"\n========== Processing Complete ==========");
        Console.WriteLine($"Total Processed: {results.Count}");
        Console.WriteLine($"Successful: {successful}");
        Console.WriteLine($"Failed: {failed}");

        if (failed > 0)
        {
            Console.WriteLine("\nFailed invoices requiring review:");
            foreach (var failure in results.Where(r => !r.Success))
            {
                Console.WriteLine($"  • {failure.FileName}: {failure.ErrorMessage}");
            }
        }
    }
}
Imports IronPdf
Imports System
Imports System.IO
Imports System.Threading.Tasks
Imports System.Collections.Generic
Imports System.Linq

' Tracks the outcome of processing each invoice
Public Class ProcessingResult
    Public Property FileName As String
    Public Property Success As Boolean
    Public Property InvoiceNumber As String
    Public Property ErrorMessage As String
End Class

' Complete automation pipeline for accounts payable
' Watches a folder, extracts data, validates, and routes to accounting system
Public Class InvoiceAutomationPipeline
    Private ReadOnly _processor As SmartInvoiceProcessor
    Private ReadOnly _inputFolder As String
    Private ReadOnly _processedFolder As String
    Private ReadOnly _errorFolder As String

    Public Sub New(apiKey As String, inputFolder As String)
        _processor = New SmartInvoiceProcessor(apiKey)
        _inputFolder = inputFolder
        _processedFolder = Path.Combine(inputFolder, "processed")
        _errorFolder = Path.Combine(inputFolder, "errors")

        ' Create output directories if they don't exist
        Directory.CreateDirectory(_processedFolder)
        Directory.CreateDirectory(_errorFolder)
    End Sub

    ' Main entry point - processes all PDFs in the input folder
    Public Async Function ProcessInvoiceBatch() As Task(Of List(Of ProcessingResult))
        Dim invoiceFiles As String() = Directory.GetFiles(_inputFolder, "*.pdf")
        Console.WriteLine($"Found {invoiceFiles.Length} invoices to process")

        Dim results As New List(Of ProcessingResult)()

        For Each invoicePath As String In invoiceFiles
            Dim fileName As String = Path.GetFileName(invoicePath)

            Try
                Console.WriteLine($"Processing: {fileName}")

                ' Extract data using smart processor (patterns first, then AI)
                Dim invoiceData = Await _processor.ProcessAnyInvoice(invoicePath)

                ' Ensure we have minimum required fields before proceeding
                If ValidateInvoiceData(invoiceData) Then
                    ' Send to accounting system (QuickBooks, Xero, etc.)
                    Await SaveToAccountingSystem(invoiceData)

                    ' Archive successful invoices
                    Dim destPath As String = Path.Combine(_processedFolder, fileName)
                    File.Move(invoicePath, destPath, overwrite:=True)

                    results.Add(New ProcessingResult With {
                        .FileName = fileName,
                        .Success = True,
                        .InvoiceNumber = invoiceData.InvoiceNumber
                    })

                    Console.WriteLine($"✓ Processed: {invoiceData.InvoiceNumber}")
                Else
                    Throw New Exception("Validation failed - missing required fields")
                End If
            Catch ex As Exception
                Console.WriteLine($"✗ Failed: {fileName} - {ex.Message}")

                ' Quarantine failed invoices for manual review
                Dim destPath As String = Path.Combine(_errorFolder, fileName)
                File.Move(invoicePath, destPath, overwrite:=True)

                results.Add(New ProcessingResult With {
                    .FileName = fileName,
                    .Success = False,
                    .ErrorMessage = ex.Message
                })
            End Try
        Next

        GenerateReport(results)
        Return results
    End Function

    ' Checks for minimum required fields
    Private Function ValidateInvoiceData(data As InvoiceData) As Boolean
        Return Not String.IsNullOrEmpty(data.InvoiceNumber) AndAlso
               Not String.IsNullOrEmpty(data.VendorName) AndAlso
               data.TotalAmount > 0
    End Function

    ' Placeholder for accounting system integration
    Private Async Function SaveToAccountingSystem(data As InvoiceData) As Task
        ' Integrate with your accounting system here
        ' Examples: QuickBooks API, Xero API, SAP, or database storage
        Console.WriteLine($"  Saved invoice {data.InvoiceNumber} to accounting system")
        Await Task.CompletedTask
    End Function

    ' Outputs a summary of the batch processing results
    Private Sub GenerateReport(results As List(Of ProcessingResult))
        Dim successful As Integer = results.Count(Function(r) r.Success)
        Dim failed As Integer = results.Count(Function(r) Not r.Success)

        Console.WriteLine(vbCrLf & "========== Processing Complete ==========")
        Console.WriteLine($"Total Processed: {results.Count}")
        Console.WriteLine($"Successful: {successful}")
        Console.WriteLine($"Failed: {failed}")

        If failed > 0 Then
            Console.WriteLine(vbCrLf & "Failed invoices requiring review:")
            For Each failure In results.Where(Function(r) Not r.Success)
                Console.WriteLine($"  • {failure.FileName}: {failure.ErrorMessage}")
            Next
        End If
    End Sub
End Class
$vbLabelText   $csharpLabel

Ce pipeline met en œuvre un flux de travail complet : il scanne un dossier à la recherche de PDF entrants, traite chacun d'entre eux, valide les données extraites, achemine les extractions réussies vers votre système de comptabilité et met en quarantaine les échecs en vue d'un examen manuel. Le rapport de synthèse donne une visibilité sur les résultats du traitement.

Comment intégrer C# ; le traitement des factures avec les systèmes de comptabilité

Les données extraites des factures doivent finalement être transférées dans les systèmes de comptabilité pour le paiement et l'archivage. Les spécificités varient selon les plateformes, mais les modèles d'intégration sont cohérents.

Quels sont les modèles d'intégration communs à QuickBooks, Xero et SAP ?

La plupart des plateformes de comptabilité proposent des API REST pour créer des factures de manière programmatique. Voici un modèle général que vous pouvez adapter à votre plateforme spécifique :

using System;
using System.Net.Http;
using System.Text;
using System.Text.Json;
using System.Threading.Tasks;

// Generic integration layer for pushing invoice data to accounting systems
// Adapt the API calls based on your specific platform
public class AccountingSystemIntegration
{
    private readonly HttpClient _httpClient;
    private readonly string _apiKey;
    private readonly string _baseUrl;

    public AccountingSystemIntegration(string apiKey, string baseUrl)
    {
        _apiKey = apiKey;
        _baseUrl = baseUrl;
        _httpClient = new HttpClient();
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}");
    }

    // Creates a Bill in QuickBooks (vendor invoices are called "Bills")
    public async Task SendToQuickBooks(InvoiceData invoice)
    {
        // QuickBooks Bill structure - see their API docs for full schema
        var bill = new
        {
            VendorRef = new { name = invoice.VendorName },
            TxnDate = invoice.InvoiceDate,
            DocNumber = invoice.InvoiceNumber,
            TotalAmt = invoice.TotalAmount,
            Line = new[]
            {
                new
                {
                    Amount = invoice.TotalAmount,
                    DetailType = "AccountBasedExpenseLineDetail",
                    AccountBasedExpenseLineDetail = new
                    {
                        AccountRef = new { name = "Accounts Payable" }
                    }
                }
            }
        };

        await PostToApi("/v3/company/{companyId}/bill", bill);
    }

    // Creates an accounts payable invoice in Xero
    public async Task SendToXero(InvoiceData invoice)
    {
        // ACCPAY type indicates this is a bill to pay (not a sales invoice)
        var bill = new
        {
            Type = "ACCPAY",
            Contact = new { Name = invoice.VendorName },
            Date = invoice.InvoiceDate,
            InvoiceNumber = invoice.InvoiceNumber,
            Total = invoice.TotalAmount
        };

        await PostToApi("/api.xro/2.0/Invoices", bill);
    }

    // Generic POST helper with error handling
    private async Task PostToApi(string endpoint, object payload)
    {
        string json = JsonSerializer.Serialize(payload);
        var content = new StringContent(json, Encoding.UTF8, "application/json");

        var response = await _httpClient.PostAsync($"{_baseUrl}{endpoint}", content);

        if (!response.IsSuccessStatusCode)
        {
            string error = await response.Content.ReadAsStringAsync();
            throw new Exception($"API Error: {response.StatusCode} - {error}");
        }

        Console.WriteLine($"Successfully posted to {endpoint}");
    }
}
using System;
using System.Net.Http;
using System.Text;
using System.Text.Json;
using System.Threading.Tasks;

// Generic integration layer for pushing invoice data to accounting systems
// Adapt the API calls based on your specific platform
public class AccountingSystemIntegration
{
    private readonly HttpClient _httpClient;
    private readonly string _apiKey;
    private readonly string _baseUrl;

    public AccountingSystemIntegration(string apiKey, string baseUrl)
    {
        _apiKey = apiKey;
        _baseUrl = baseUrl;
        _httpClient = new HttpClient();
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}");
    }

    // Creates a Bill in QuickBooks (vendor invoices are called "Bills")
    public async Task SendToQuickBooks(InvoiceData invoice)
    {
        // QuickBooks Bill structure - see their API docs for full schema
        var bill = new
        {
            VendorRef = new { name = invoice.VendorName },
            TxnDate = invoice.InvoiceDate,
            DocNumber = invoice.InvoiceNumber,
            TotalAmt = invoice.TotalAmount,
            Line = new[]
            {
                new
                {
                    Amount = invoice.TotalAmount,
                    DetailType = "AccountBasedExpenseLineDetail",
                    AccountBasedExpenseLineDetail = new
                    {
                        AccountRef = new { name = "Accounts Payable" }
                    }
                }
            }
        };

        await PostToApi("/v3/company/{companyId}/bill", bill);
    }

    // Creates an accounts payable invoice in Xero
    public async Task SendToXero(InvoiceData invoice)
    {
        // ACCPAY type indicates this is a bill to pay (not a sales invoice)
        var bill = new
        {
            Type = "ACCPAY",
            Contact = new { Name = invoice.VendorName },
            Date = invoice.InvoiceDate,
            InvoiceNumber = invoice.InvoiceNumber,
            Total = invoice.TotalAmount
        };

        await PostToApi("/api.xro/2.0/Invoices", bill);
    }

    // Generic POST helper with error handling
    private async Task PostToApi(string endpoint, object payload)
    {
        string json = JsonSerializer.Serialize(payload);
        var content = new StringContent(json, Encoding.UTF8, "application/json");

        var response = await _httpClient.PostAsync($"{_baseUrl}{endpoint}", content);

        if (!response.IsSuccessStatusCode)
        {
            string error = await response.Content.ReadAsStringAsync();
            throw new Exception($"API Error: {response.StatusCode} - {error}");
        }

        Console.WriteLine($"Successfully posted to {endpoint}");
    }
}
Imports System
Imports System.Net.Http
Imports System.Text
Imports System.Text.Json
Imports System.Threading.Tasks

' Generic integration layer for pushing invoice data to accounting systems
' Adapt the API calls based on your specific platform
Public Class AccountingSystemIntegration
    Private ReadOnly _httpClient As HttpClient
    Private ReadOnly _apiKey As String
    Private ReadOnly _baseUrl As String

    Public Sub New(apiKey As String, baseUrl As String)
        _apiKey = apiKey
        _baseUrl = baseUrl
        _httpClient = New HttpClient()
        _httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_apiKey}")
    End Sub

    ' Creates a Bill in QuickBooks (vendor invoices are called "Bills")
    Public Async Function SendToQuickBooks(invoice As InvoiceData) As Task
        ' QuickBooks Bill structure - see their API docs for full schema
        Dim bill = New With {
            .VendorRef = New With {.name = invoice.VendorName},
            .TxnDate = invoice.InvoiceDate,
            .DocNumber = invoice.InvoiceNumber,
            .TotalAmt = invoice.TotalAmount,
            .Line = New Object() {
                New With {
                    .Amount = invoice.TotalAmount,
                    .DetailType = "AccountBasedExpenseLineDetail",
                    .AccountBasedExpenseLineDetail = New With {
                        .AccountRef = New With {.name = "Accounts Payable"}
                    }
                }
            }
        }

        Await PostToApi("/v3/company/{companyId}/bill", bill)
    End Function

    ' Creates an accounts payable invoice in Xero
    Public Async Function SendToXero(invoice As InvoiceData) As Task
        ' ACCPAY type indicates this is a bill to pay (not a sales invoice)
        Dim bill = New With {
            .Type = "ACCPAY",
            .Contact = New With {.Name = invoice.VendorName},
            .Date = invoice.InvoiceDate,
            .InvoiceNumber = invoice.InvoiceNumber,
            .Total = invoice.TotalAmount
        }

        Await PostToApi("/api.xro/2.0/Invoices", bill)
    End Function

    ' Generic POST helper with error handling
    Private Async Function PostToApi(endpoint As String, payload As Object) As Task
        Dim json As String = JsonSerializer.Serialize(payload)
        Dim content = New StringContent(json, Encoding.UTF8, "application/json")

        Dim response = Await _httpClient.PostAsync($"{_baseUrl}{endpoint}", content)

        If Not response.IsSuccessStatusCode Then
            Dim error As String = Await response.Content.ReadAsStringAsync()
            Throw New Exception($"API Error: {response.StatusCode} - {error}")
        End If

        Console.WriteLine($"Successfully posted to {endpoint}")
    End Function
End Class
$vbLabelText   $csharpLabel

Chaque plateforme possède son propre mécanisme d'authentification (OAuth pour QuickBooks et Xero, diverses méthodes pour SAP), ses champs obligatoires et ses conventions API. Consultez la documentation de votre plateforme cible pour plus de détails, mais le modèle de transformation des données de facturation extraites en charges utiles d'API reste cohérent.

Comment traiter des centaines de factures par lots

Le traitement d'un grand nombre de factures nécessite une attention particulière à la gestion de la concurrence et des ressources. Voici un modèle qui utilise le traitement parallèle avec une concurrence contrôlée :

using System;
using System.Collections.Concurrent;
using System.Collections.Generic;
using System.Linq;
using System.Threading;
using System.Threading.Tasks;

// Tracks the result of processing a single invoice in a batch
public class BatchResult
{
    public string FilePath { get; set; }
    public bool Success { get; set; }
    public string InvoiceNumber { get; set; }
    public string Error { get; set; }
}

// High-volume invoice processor with controlled parallelism
// Prevents overwhelming APIs while maximizing throughput
public class BatchInvoiceProcessor
{
    private readonly SmartInvoiceProcessor _invoiceProcessor;
    private readonly AccountingSystemIntegration _accountingIntegration;
    private readonly int _maxConcurrency;

    public BatchInvoiceProcessor(string aiApiKey, string accountingApiKey,
        string accountingUrl, int maxConcurrency = 5)
    {
        _invoiceProcessor = new SmartInvoiceProcessor(aiApiKey);
        _accountingIntegration = new AccountingSystemIntegration(accountingApiKey, accountingUrl);
        _maxConcurrency = maxConcurrency;  // Adjust based on API rate limits
    }

    // Processes multiple invoices in parallel with controlled concurrency
    public async Task<List<BatchResult>> ProcessInvoiceBatch(List<string> invoicePaths)
    {
        // Thread-safe collection for gathering results from parallel tasks
        var results = new ConcurrentBag<BatchResult>();

        // Semaphore limits how many invoices process simultaneously
        var semaphore = new SemaphoreSlim(_maxConcurrency);

        // Create a task for each invoice
        var tasks = invoicePaths.Select(async path =>
        {
            // Wait for a slot to become available
            await semaphore.WaitAsync();
            try
            {
                var result = await ProcessSingleInvoice(path);
                results.Add(result);
            }
            finally
            {
                // Release slot for next invoice
                semaphore.Release();
            }
        });

        // Wait for all invoices to complete
        await Task.WhenAll(tasks);

        // Output summary statistics
        var resultList = results.ToList();
        int successful = resultList.Count(r => r.Success);
        int failed = resultList.Count(r => !r.Success);

        Console.WriteLine($"\nBatch Processing Complete:");
        Console.WriteLine($"  Total: {resultList.Count}");
        Console.WriteLine($"  Successful: {successful}");
        Console.WriteLine($"  Failed: {failed}");

        return resultList;
    }

    // Processes one invoice: extract data and send to accounting system
    private async Task<BatchResult> ProcessSingleInvoice(string pdfPath)
    {
        try
        {
            Console.WriteLine($"Processing: {pdfPath}");

            var invoiceData = await _invoiceProcessor.ProcessAnyInvoice(pdfPath);
            await _accountingIntegration.SendToQuickBooks(invoiceData);

            Console.WriteLine($"✓ Completed: {invoiceData.InvoiceNumber}");

            return new BatchResult
            {
                FilePath = pdfPath,
                Success = true,
                InvoiceNumber = invoiceData.InvoiceNumber
            };
        }
        catch (Exception ex)
        {
            Console.WriteLine($"✗ Failed: {pdfPath}");

            return new BatchResult
            {
                FilePath = pdfPath,
                Success = false,
                Error = ex.Message
            };
        }
    }
}
using System;
using System.Collections.Concurrent;
using System.Collections.Generic;
using System.Linq;
using System.Threading;
using System.Threading.Tasks;

// Tracks the result of processing a single invoice in a batch
public class BatchResult
{
    public string FilePath { get; set; }
    public bool Success { get; set; }
    public string InvoiceNumber { get; set; }
    public string Error { get; set; }
}

// High-volume invoice processor with controlled parallelism
// Prevents overwhelming APIs while maximizing throughput
public class BatchInvoiceProcessor
{
    private readonly SmartInvoiceProcessor _invoiceProcessor;
    private readonly AccountingSystemIntegration _accountingIntegration;
    private readonly int _maxConcurrency;

    public BatchInvoiceProcessor(string aiApiKey, string accountingApiKey,
        string accountingUrl, int maxConcurrency = 5)
    {
        _invoiceProcessor = new SmartInvoiceProcessor(aiApiKey);
        _accountingIntegration = new AccountingSystemIntegration(accountingApiKey, accountingUrl);
        _maxConcurrency = maxConcurrency;  // Adjust based on API rate limits
    }

    // Processes multiple invoices in parallel with controlled concurrency
    public async Task<List<BatchResult>> ProcessInvoiceBatch(List<string> invoicePaths)
    {
        // Thread-safe collection for gathering results from parallel tasks
        var results = new ConcurrentBag<BatchResult>();

        // Semaphore limits how many invoices process simultaneously
        var semaphore = new SemaphoreSlim(_maxConcurrency);

        // Create a task for each invoice
        var tasks = invoicePaths.Select(async path =>
        {
            // Wait for a slot to become available
            await semaphore.WaitAsync();
            try
            {
                var result = await ProcessSingleInvoice(path);
                results.Add(result);
            }
            finally
            {
                // Release slot for next invoice
                semaphore.Release();
            }
        });

        // Wait for all invoices to complete
        await Task.WhenAll(tasks);

        // Output summary statistics
        var resultList = results.ToList();
        int successful = resultList.Count(r => r.Success);
        int failed = resultList.Count(r => !r.Success);

        Console.WriteLine($"\nBatch Processing Complete:");
        Console.WriteLine($"  Total: {resultList.Count}");
        Console.WriteLine($"  Successful: {successful}");
        Console.WriteLine($"  Failed: {failed}");

        return resultList;
    }

    // Processes one invoice: extract data and send to accounting system
    private async Task<BatchResult> ProcessSingleInvoice(string pdfPath)
    {
        try
        {
            Console.WriteLine($"Processing: {pdfPath}");

            var invoiceData = await _invoiceProcessor.ProcessAnyInvoice(pdfPath);
            await _accountingIntegration.SendToQuickBooks(invoiceData);

            Console.WriteLine($"✓ Completed: {invoiceData.InvoiceNumber}");

            return new BatchResult
            {
                FilePath = pdfPath,
                Success = true,
                InvoiceNumber = invoiceData.InvoiceNumber
            };
        }
        catch (Exception ex)
        {
            Console.WriteLine($"✗ Failed: {pdfPath}");

            return new BatchResult
            {
                FilePath = pdfPath,
                Success = false,
                Error = ex.Message
            };
        }
    }
}
Imports System
Imports System.Collections.Concurrent
Imports System.Collections.Generic
Imports System.Linq
Imports System.Threading
Imports System.Threading.Tasks

' Tracks the result of processing a single invoice in a batch
Public Class BatchResult
    Public Property FilePath As String
    Public Property Success As Boolean
    Public Property InvoiceNumber As String
    Public Property Error As String
End Class

' High-volume invoice processor with controlled parallelism
' Prevents overwhelming APIs while maximizing throughput
Public Class BatchInvoiceProcessor
    Private ReadOnly _invoiceProcessor As SmartInvoiceProcessor
    Private ReadOnly _accountingIntegration As AccountingSystemIntegration
    Private ReadOnly _maxConcurrency As Integer

    Public Sub New(aiApiKey As String, accountingApiKey As String, accountingUrl As String, Optional maxConcurrency As Integer = 5)
        _invoiceProcessor = New SmartInvoiceProcessor(aiApiKey)
        _accountingIntegration = New AccountingSystemIntegration(accountingApiKey, accountingUrl)
        _maxConcurrency = maxConcurrency ' Adjust based on API rate limits
    End Sub

    ' Processes multiple invoices in parallel with controlled concurrency
    Public Async Function ProcessInvoiceBatch(invoicePaths As List(Of String)) As Task(Of List(Of BatchResult))
        ' Thread-safe collection for gathering results from parallel tasks
        Dim results = New ConcurrentBag(Of BatchResult)()

        ' Semaphore limits how many invoices process simultaneously
        Dim semaphore = New SemaphoreSlim(_maxConcurrency)

        ' Create a task for each invoice
        Dim tasks = invoicePaths.Select(Async Function(path)
                                            ' Wait for a slot to become available
                                            Await semaphore.WaitAsync()
                                            Try
                                                Dim result = Await ProcessSingleInvoice(path)
                                                results.Add(result)
                                            Finally
                                                ' Release slot for next invoice
                                                semaphore.Release()
                                            End Try
                                        End Function)

        ' Wait for all invoices to complete
        Await Task.WhenAll(tasks)

        ' Output summary statistics
        Dim resultList = results.ToList()
        Dim successful = resultList.Count(Function(r) r.Success)
        Dim failed = resultList.Count(Function(r) Not r.Success)

        Console.WriteLine(vbCrLf & "Batch Processing Complete:")
        Console.WriteLine($"  Total: {resultList.Count}")
        Console.WriteLine($"  Successful: {successful}")
        Console.WriteLine($"  Failed: {failed}")

        Return resultList
    End Function

    ' Processes one invoice: extract data and send to accounting system
    Private Async Function ProcessSingleInvoice(pdfPath As String) As Task(Of BatchResult)
        Try
            Console.WriteLine($"Processing: {pdfPath}")

            Dim invoiceData = Await _invoiceProcessor.ProcessAnyInvoice(pdfPath)
            Await _accountingIntegration.SendToQuickBooks(invoiceData)

            Console.WriteLine($"✓ Completed: {invoiceData.InvoiceNumber}")

            Return New BatchResult With {
                .FilePath = pdfPath,
                .Success = True,
                .InvoiceNumber = invoiceData.InvoiceNumber
            }
        Catch ex As Exception
            Console.WriteLine($"✗ Failed: {pdfPath}")

            Return New BatchResult With {
                .FilePath = pdfPath,
                .Success = False,
                .Error = ex.Message
            }
        End Try
    End Function
End Class
$vbLabelText   $csharpLabel

Le SemaphoreSlim garantit que vous ne submergez pas les API externes et que vous n'épuisez pas les ressources du système. Ajustez _maxConcurrency en fonction des limites de débit de votre API et de la capacité de votre serveur. Le ConcurrentBag recueille en toute sécurité les résultats des opérations parallèles.

Prochaines étapes

L'automatisation des factures représente une opportunité importante de réduire le travail manuel, de minimiser les erreurs et d'accélérer les processus d'entreprise. Ce guide vous accompagne tout au long du cycle de vie : la génération de factures professionnelles à partir de modèles HTML, en respectant les normes de ZUGFeRD et Factur-X en matière de facturation électronique, extraire des données des factures reçues en utilisant à la fois le filtrage et AI-powered processing, et en construisant des pipelines d'automatisation évolutifs.

IronPDF sert de base à ces capacités, en fournissant un rendu HTML vers PDF robuste, une extraction de texte fiable, et les fonctionnalités d'attachement nécessaires pour la conformité de la facturation électronique au format PDF/A-3. Son moteur de rendu basé sur Chrome garantit que vos factures se présentent exactement comme prévu, tandis que ses méthodes d'extraction gèrent automatiquement la complexité de l'encodage des textes PDF.

Les modèles présentés ici sont des points de départ. Les mises en œuvre réelles devront être adaptées à vos formats de factures, systèmes comptables et règles commerciales spécifiques. Pour les scénarios à fort volume, le tutoriel sur le traitement par lots couvre l'exécution parallèle avec une concurrence contrôlée et la récupération des erreurs.

Prêt à commencer la construction ? Téléchargez IronPDF et essayez-le avec une version d'essai gratuite. La bibliothèque comprend une licence de développement gratuite qui vous permet d'évaluer pleinement la génération de factures, l'extraction de données et les capacités de rapport PDF avant de vous engager dans une licence de production. Si vous avez des questions sur l'automatisation des factures ou l'intégration de systèmes comptables, prenez contact avec notre équipe d'assistance technique.

Questions Fréquemment Posées

À quoi sert IronPDF dans le traitement des factures en C# ?

IronPDF est utilisé dans le traitement des factures en C# pour générer des factures PDF professionnelles, extraire des données structurées et automatiser les flux de travail des factures tout en garantissant la conformité avec des normes telles que ZUGFeRD et Factur-X.

Comment générer une facture au format PDF à l'aide d'IronPDF en C# ?

Vous pouvez générer une facture PDF à l'aide d'IronPDF en C# en tirant parti de son API pour créer et personnaliser des documents PDF de manière programmatique. Cela inclut l'ajout d'éléments tels que du texte, des tableaux et des images qui constituent une facture.

Que sont ZUGFeRD et Factur-X, et comment IronPDF les prend-il en charge ?

ZUGFeRD et Factur-X sont des normes de facturation électronique qui garantissent que les factures sont à la fois lisibles par l'homme et par la machine. IronPDF soutient ces normes en vous permettant de générer des factures PDF conformes à ces spécifications.

Comment IronPDF peut-il contribuer à l'automatisation des processus de comptabilité fournisseurs ?

IronPDF peut automatiser les processus de comptabilité fournisseurs en extrayant des données structurées des factures et en s'intégrant aux pipelines d'automatisation, réduisant ainsi la saisie manuelle des données et améliorant l'efficacité.

IronPDF peut-il extraire des données de factures PDF existantes ?

Oui, IronPDF peut extraire des données structurées à partir de factures PDF existantes, ce qui facilite le traitement et l'analyse automatique des informations relatives aux factures.

Quels sont les avantages de l'utilisation d'IronPDF pour le traitement des factures en C# ?

Les avantages de l'utilisation d'IronPDF pour le traitement des factures en C# sont notamment la rationalisation de la génération des factures, la conformité aux normes internationales de facturation, l'extraction efficace des données et l'amélioration des capacités d'automatisation.

Est-il possible de personnaliser l'apparence d'une facture PDF avec IronPDF ?

Oui, IronPDF vous permet de personnaliser l'apparence d'une facture PDF en ajoutant divers éléments de conception tels que des logos, le formatage du texte et des ajustements de mise en page pour répondre aux exigences de la marque.

Quelles sont les étapes typiques pour automatiser le traitement des factures à l'aide d'IronPdf ?

Pour automatiser le traitement des factures à l'aide d'IronPDF, il faut généralement générer la facture, extraire les données nécessaires et l'intégrer à d'autres systèmes ou outils d'automatisation afin de rationaliser les flux de travail.

Comment IronPDF gère-t-il les différents formats de factures ?

IronPDF peut gérer différents formats de factures en fournissant des outils pour générer, manipuler et lire des documents PDF, garantissant ainsi la compatibilité avec les normes courantes de facturation électronique.

Curtis Chau
Curtis Chau
  Discutez maintenant avec l'équipe d'ingénierie
Rédacteur technique

Curtis Chau détient un baccalauréat en informatique (Université de Carleton) et se spécialise dans le développement front-end avec expertise en Node.js, TypeScript, JavaScript et React. Passionné par la création d'interfaces utilisateur intuitives et esthétiquement plaisantes, Curtis aime travailler avec des frameworks modernes ...

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