Guide to Using Invoice Recognition Feature in Forms

Feature Summary

Invoice recognition is used to identify invoice and ticket information uploaded by respondents. It supports features such as setting ticket types, invoice type restrictions, recognition information fields, manual entry, invoice duplicate checking, number of uploaded images, naming methods, and folder classification.

Feature Description

Feature Dimension	Description
Membership Restrictions	No membership restrictions
Version Restrictions	No version restrictions

Operation Steps

Adding an Invoice Recognition Question

Feature Entry
「Edit」 tab → 「Advanced Question Types」 → 「Invoice Recognition」 button

1. Click the top 「Edit」 tab
2. Expand the 「Advanced Question Types」 area in the left panel
3. Click the 「Invoice Recognition」 button to add an invoice recognition question to the form

Setting the Ticket Types to Recognize

Feature Entry
Invoice Recognition → 「Recognition Settings」 → 「Ticket Types to Recognize」 dropdown menu

1. Click the added invoice recognition question
2. In the right 「Recognition Settings」 panel, click the 「Ticket Types to Recognize」 dropdown menu
3. Select the ticket type: 「Invoice」 or 「Ticket」

Setting Invoice Type Restrictions

Feature Entry
Invoice Recognition → 「Recognition Settings」 → 「Invoice Type Restrictions」 dropdown menu

1. Click the added invoice recognition question
2. In the right 「Recognition Settings」 panel, click the 「Invoice Type Restrictions」 dropdown menu
3. Select the invoice type: 「No Restriction」, 「VAT Special Invoice」, 「VAT General Invoice」, 「VAT Electronic General Invoice」, 「VAT General Invoice (Roll)」, or 「Machine-printed Invoice」
4. After setting, only invoices of the corresponding type can be uploaded by respondents

Setting Information to Recognize

Feature Entry
Invoice Recognition → 「Recognition Settings」 → 「Information to Recognize」 area

1. Click the added invoice recognition question
2. In the right 「Recognition Settings」 panel, view the 「Information to Recognize」 area
3. Recognizable information includes: invoice type, invoice date, total price and tax, invoice code, invoice number, verification code, machine number, invoice consumption type, buyer name, buyer taxpayer identification number, etc.

Setting Allow Manual Entry

Feature Entry
Invoice Recognition → 「Recognition Settings」 → 「Allow Manual Entry」 toggle

1. Click the added invoice recognition question
2. In the right 「Recognition Settings」 panel, enable the 「Allow Manual Entry」 toggle
3. After enabling, respondents can manually supplement and modify the recognized information

Setting Invoice Duplicate Checking

Feature Entry
Invoice Recognition → 「Recognition Settings」 → 「Invoice Duplicate Checking」 toggle

1. Click the added invoice recognition question
2. In the right 「Recognition Settings」 panel, enable the 「Invoice Duplicate Checking」 toggle
3. After enabling, duplicate checking will be performed on the currently uploaded invoice and historically submitted invoices, preventing respondents from submitting duplicate invoices

Setting Maximum Number of Uploaded Images

Feature Entry
Invoice Recognition → 「Upload Image Settings」 → 「Maximum Number of Uploaded Images」 dropdown menu

1. Click the added invoice recognition question
2. In the right 「Upload Image Settings」 panel, click the 「Maximum Number of Uploaded Images」 dropdown menu
3. Select the number of images allowed to be uploaded

Set Save Uploaded Images

Feature Entry
Invoice Recognition → "Upload Image Settings" → "Save Uploaded Images" toggle

1. Click the added invoice recognition question
2. In the "Upload Image Settings" panel on the right, enable the "Save Uploaded Images" toggle
3. Once enabled, the images uploaded and recognized by respondents will be saved and can be viewed on the data statistics page

Set Image Naming Method

Feature Entry
Invoice Recognition → "Upload Image Settings" → "Image Naming Method" dropdown menu

1. Click the added invoice recognition question
2. In the "Upload Image Settings" panel on the right, click the "Image Naming Method" dropdown menu
3. Select a naming method: "Original File Name" or "Add custom Fixed Naming"
4. Once enabled, collected invoices will be automatically named according to the set naming method

Set Create Category Folders

Feature Entry
Invoice Recognition → "Upload Image Settings" → "Create Category Folders" toggle

1. Click the added invoice recognition question
2. In the "Upload Image Settings" panel on the right, enable the "Create Category Folders" toggle
3. Once enabled, folders will be automatically created according to the folder naming method, and collected invoices will be categorized and summarized

FAQ

Q1: What invoice types does Invoice Recognition support?

• Solution: Invoice Recognition supports two types: invoices and tickets. You can select from the "Invoice Types to Recognize" dropdown menu.

Q2: How to prevent respondents from submitting duplicate invoices?

• Solution: Enable the "Invoice Duplicate Check" toggle in the "Recognition Settings" panel. Once enabled, the system will check the currently uploaded invoice against historically submitted invoices and prevent respondents from submitting duplicate invoices.

Q3: What invoice information can Invoice Recognition identify?

• Solution: Recognizable information includes invoice type, invoice date, total price and tax, invoice code, invoice number, check code, machine number, invoice consumption type, buyer name, buyer taxpayer identification number, etc.

Notes

• The Invoice Type Restriction feature helps you standardize the invoice types uploaded by respondents
• The Allow Manual Entry feature allows respondents to manually supplement and modify the recognized information
• Once the Save Uploaded Images feature is enabled, you can view the original images uploaded by respondents on the data statistics page