How do I extract freight or shipping charges from invoices?

Direct answer

Freight or shipping charges should be extracted as separate charge fields or line-item categories so they do not get buried in totals. Lido helps identify those charges and route them into the right spreadsheet columns.

For “How do I extract freight or shipping charges from invoices?”, define the exact fields, rows, review rules, and destination before scaling automation across a larger document batch.

What the workflow should include

The workflow should detect freight, shipping, handling, delivery, and surcharge labels, map them consistently, and reconcile them against subtotal and total amounts.

For “How do I extract freight or shipping charges from invoices?”, pay special attention to layout changes, multi-page invoices, duplicate bills, missing PO data, and values that need finance review; those edge cases usually determine whether the output is usable downstream.

Before scaling “How do I extract freight or shipping charges from invoices?”, test a small set of real files and compare the extracted rows against the originals so the team can tune fields, review rules, and exports before higher-volume automation begins.

How Lido helps

For teams trying to extract freight or shipping charges from invoices, Lido combines AI document extraction with spreadsheet-style review, validation, and automation for AP and finance teams.

That lets teams answer “How do I extract freight or shipping charges from invoices?” with a reusable process that can be tested, corrected, and connected to spreadsheets, AP import files, QuickBooks, or ERPs.

Example workflow

1. Collect invoice PDFs from email, shared folders, uploads, or another intake path.
2. Define the target fields or table columns: shipping charges, freight lines, fees, subtotal, tax, and total.
3. Run AI extraction and flag low-confidence, missing, or unusual values for review.
4. Export approved results to Excel, Google Sheets, QuickBooks, or an ERP-ready file and monitor exceptions over time.