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GUIDE 01INVOICE CAPTURE

Capturing Invoices

CoreBack's in-browser OCR reads your parts invoices — PDF, scanned image, or forwarded email — and automatically extracts core lines, vendors, and due dates. No DMS login required.

How it works

CoreBack uses a local OCR pipeline (your files never leave your browser session) to scan invoice text. It searches for part-number patterns, dollar amounts that look like core charges, vendor names, and date fields. A confidence score accompanies every extraction so you can quickly spot uncertain reads and fix them before saving.

Privacy first. Uploaded files are processed entirely in your browser using Tesseract.js — your raw PDFs and images never leave your device. We store only the extracted structured data fields (part numbers, amounts, dates, vendor names), never the raw file.

Step-by-step

01

Open the Upload page

Navigate to App → Upload (or press U anywhere in the app). You'll see the drop zone with a dashed blue border.

02

Drop your invoice

Drag a PDF, JPG, PNG, or TIFF onto the drop zone, or click "Browse files" to pick one. Supported sources: printed invoice photos, scanned PDFs, email-attached invoices saved to disk.

03

Review extractions

CoreBack displays each core line it found: part number, description, vendor, core value, and estimated due date. Fields with low confidence are highlighted in amber — click them to correct.

04

Confirm and save

Check the box next to each line you want to track, set the return-by date if it's missing, and click "Save to Shelf." Lines appear on your shelf view immediately.

05

Print labels now or later

After saving you'll be prompted to print QR bag labels for the new items. You can also print from the Labels page at any time.

What the OCR reads

Part Number

AC-DELCO 25168491

Alphanumeric part or SKU code

Vendor / Supplier

NAPA, AutoZone, RockAuto

Matched against known vendor aliases

Core Charge

$45.00 CORE

Dollar amount preceded or followed by "CORE"

Invoice Number

INV-2024-00871

Used for credit matching later

Invoice Date

04/12/2024

Parsed as MM/DD/YYYY or YYYY-MM-DD

Return Due Date

Due by 05/12/2024

Falls back to invoice date + 30 days if absent

Tips for better results

  • Use the highest-resolution scan or PDF you have — 300 DPI or better.
  • Make sure the invoice is flat and well-lit if you're photographing it.
  • If OCR misses a line, add it manually using the "+ Add line" button on the results page.
  • For emailed invoices: save the PDF attachment to disk, then drag-drop it. Forwarding to a monitored inbox is on the roadmap.
  • CoreBack remembers your vendor aliases. If a vendor is misidentified once, click the name and update it — the correction is saved for future uploads from that vendor.

Troubleshooting

Q: OCR found zero lines

A: The invoice may be a scanned image inside a PDF (not text-based). Try exporting from your DMS as a plain-text PDF, or use the CSV import instead.

Q: Core value shows $0.00

A: Some invoices list the core charge as a separate "CORE RTN" credit line. Look for it on a second page and enter it manually.

Q: Due date is wrong

A: Click the date field on the review screen to override it. CoreBack defaults to invoice date + 30 days when no explicit due date is found.

Q: Vendor is listed as "Unknown"

A: Type the correct vendor name in the vendor field. CoreBack will learn this vendor's formatting for future uploads.

Printing Labels →