Ways to Customize Invoice Header Fields

Is it possible to add or modify invoice header fields in Dooap? How can header fields be customized?

In Dooap, invoice header fields can be customized in two ways:

Additional Header Fields – to add up to three extra fields where the data is picked up from the invoice's XML file.
Customize Header Fields With AI – to use custom AI Action for adding intelligent behavior to invoice headers.

If you are interested in either option, please contact Dooap Support at support@dooap.com.

There are three available additional header fields, where data can be fetched from a specific XML element during import.

The custom data can be transferred to a free D365 field when transferring the invoice to from Dooap to D365.
- In this case, a free invoice header field should be provided for both NPO and PO invoices.
- This can be a standard or custom field.
Depending on your import process, adding new elements to OCR/scanning may result in additional processing costs.

Custom AI Actions make it possible to add intelligent behavior to invoice headers.

AI Actions can automatically calculate or modify header data.
Typical use cases include:
- Creating due date or cash discount date calculations that differ from vendor master data.
- Performing tailored logic or validation at header level.

A vendor sends invoices for different delivery addresses or references.
- Mapping can be added to fetch data from XML and show it in the header field.
An invoice is linked to a certain project or department.
- Information can be added manually to a custom field and sent to D365 for analytics or payment use.
An invoice is received through scanning, vendor portal, e-invoice, or manually.
- The origin can be fetched from XML and transferred to D365 in the background.
A company wants to automatically calculate cash discount or due dates using AI.
- A Custom AI Action can perform the calculation and deliver the results to D365.