Generic XML Invoice

A vendor-neutral XML invoice shape covering the fields most senders carry: header, party blocks, addresses, payment terms, line items, tax detail, invoice-level charges, and cash discounts. Use this seed as a starting point for any custom XML dialect whose structure roughly matches the shape below — clone it, adjust element names / XPaths, and go.

Config item ID

generic-xml-invoice

Pick this in the admin portal when creating a customer file format from a global template, or select the same config item ID via the API.

Notable conventions

Split dates. Dates are split into YEAR, MONTH, and DAY sub-elements. The seed's date locators assemble the canonical YYYY-MM-DD string inline with XPath's concat() function.
Amounts. Amount elements carry their sign as part of the value: positive amounts are just the number (100.00), negative amounts have a leading minus (-25.00). No SIGN attribute; the locator is a plain number(./NET_AMOUNT).
Flat references. ORDER_REFERENCE and CONTRACT_REFERENCE are flat text elements on the header — no nested REFERENCE_NUMBER child.
Ship-to and bill-to. Both party blocks nest their own NAME and POSTAL_ADDRESS. Bill-to lives under BUYER_PARTY; ship-to lives under DELIVERY_PARTY. The buyer party's own NAME becomes the canonical customer name; the address's NAME becomes the bill-to (or ship-to) party name.
Taxes, charges, and discounts are separate top-level containers. Each has its own element (TAXES/TAX, CHARGES/CHARGE, DISCOUNTS/DISCOUNT) and its own loop.

Loops

invoice   loop ← recordType: header,    xpath: /INVOICE
seller    loop ← recordType: none,      scope: sender    xpath: ./PARTIES/SELLER_PARTY
buyer     loop ← recordType: none,      scope: receiver  xpath: ./PARTIES/BUYER_PARTY
billto    loop ← recordType: none,      scope: bill_to   xpath: ./PARTIES/BUYER_PARTY/POSTAL_ADDRESS
shipto    loop ← recordType: none,      scope: ship_to   xpath: ./PARTIES/DELIVERY_PARTY/POSTAL_ADDRESS
payment   loop ← recordType: none,      scope: payment   xpath: ./PAYMENT_TERMS
line      loop ← recordType: line       xpath: ./DETAILS/ROW
taxes     loop ← recordType: taxes      xpath: ./TAXES/TAX
charges   loop ← recordType: charges    xpath: ./CHARGES/CHARGE
discounts loop ← recordType: discounts, xpath: ./DISCOUNTS/DISCOUNT

Fields

Fields are grouped by loop. XPaths are relative to the loop's context node, so ./STREET on a field under the billto loop resolves to BUYER_PARTY/POSTAL_ADDRESS/STREET. Date locators are summarized here — see the seed itself for the exact XPath expression.

Header (loop `invoice`)

XPath (relative to loop)	Field	Type	Description
`./HEADER/INVOICE_NUMBER`	`header.invoice_number`	text	Sender-issued invoice number.
`concat(./HEADER/INVOICE_DATE/DATE/YEAR, "-", MONTH, "-", DAY)`	`header.invoice_date`	date	Date the invoice was issued.
`concat(./HEADER/DUE_DATE/DATE/YEAR, "-", MONTH, "-", DAY)`	`header.due_date`	date	Date the full amount is due.
`concat(./HEADER/DELIVERY_DATE/DATE/YEAR, "-", MONTH, "-", DAY)`	`header.delivery_date`	date	Date the goods or services were delivered.
`./HEADER/CURRENCY_CODE`	`header.currency_code`	text	ISO 4217 currency code.
`./HEADER/ORDER_REFERENCE`	`header.order_number_1`	text	Buyer purchase order number.
`./HEADER/CONTRACT_REFERENCE`	`header.contract_number`	text	Master or framework contract reference.
`./PARTIES/BUYER_PARTY/TAX_ID`	`header.customer_tax_id`	text	Buyer VAT / tax registration number.
`number(./HEADER/NET_AMOUNT)`	`header.net_amount`	number	Invoice-level net (pre-tax) total.
`number(./HEADER/VAT_TOTAL)`	`header.tax_amount`	number	Invoice-level total tax.
`number(./HEADER/GROSS_AMOUNT)`	`header.gross_amount`	number	Invoice-level total gross (net + tax).

Supplier (loop `seller` → `sender` scope)

XPath (relative to loop)	Field	Type	Description
`./NAME`	`sender.supplier_name`	text	Supplier / vendor legal name.
`./TAX_ID`	`sender.supplier_tax_id`	text	Supplier VAT / tax registration number.

Customer (loop `buyer` → `receiver` scope)

XPath (relative to loop)	Field	Type	Description
`./NAME`	`receiver.customer_name`	text	Buyer / customer legal name.

Bill-to address (loop `billto` → `bill_to` scope)

XPath (relative to loop)	Field	Type	Description
`./NAME`	`bill_to.address_name`	text	Bill-to party name or department.
`./STREET`	`bill_to.street`	text	Bill-to street address.
`./CITY`	`bill_to.city`	text	Bill-to city.
`./POSTAL_CODE`	`bill_to.postal_code`	text	Bill-to postal / ZIP code.
`./STATE`	`bill_to.state`	text	Bill-to state or region.
`./COUNTRY`	`bill_to.country`	text	Bill-to country (ISO 3166-1 alpha-2).

Ship-to address (loop `shipto` → `ship_to` scope)

XPath (relative to loop)	Field	Type	Description
`./NAME`	`ship_to.address_name`	text	Ship-to party name or department.
`./STREET`	`ship_to.street`	text	Ship-to street address.
`./CITY`	`ship_to.city`	text	Ship-to city.
`./POSTAL_CODE`	`ship_to.postal_code`	text	Ship-to postal / ZIP code.
`./STATE`	`ship_to.state`	text	Ship-to state or region.
`./COUNTRY`	`ship_to.country`	text	Ship-to country (ISO 3166-1 alpha-2).

Payment (loop `payment` → `payment` scope)

XPath (relative to loop)	Field	Type	Description
`./PAYMENT_REFERENCE`	`payment.reference_number`	text	Payment reference the buyer should quote when remitting.
`./PAYMENT_METHOD`	`payment.payment_method`	text	Preferred payment method (ACH, wire, cheque, …).
`./BANK/ACCOUNT_NUMBER`	`payment.bank_account`	text	Supplier bank account (IBAN or local format).
`./BANK/BANK_NAME`	`payment.bank_name`	text	Supplier bank name.

Line items (loop `line` → `line` records)

XPath (relative to loop)	Field	Type	Description
`./PRODUCT_CODE`	`line.product_code_1`	text	Supplier product / SKU code.
`./DESCRIPTION`	`line.product_name`	text	Product or service description.
`./QUANTITY`	`line.quantity`	number	Line quantity.
`./QUANTITY/@UNIT`	`line.unit_of_measure`	text	Unit of measure (EA, BX, KG, …).
`./UNIT_PRICE`	`line.unit_price`	number	Price per unit.
`number(./NET_AMOUNT)`	`line.net_amount`	number	Line net (pre-tax) amount.
`./VAT_RATE`	`line.tax_rate`	number	Line tax rate as a percentage.
`number(./VAT_AMOUNT)`	`line.tax_amount`	number	Line tax amount.
`number(./GROSS_AMOUNT)`	`line.gross_amount`	number	Line gross amount (net + tax).

Taxes (loop `taxes` → `taxes` records)

One record per TAXES/TAX element.

XPath (relative to loop)	Field	Type	Description
`./TAX_NAME`	`taxes.tax_name`	text	Tax category or jurisdiction name.
`./TAX_RATE`	`taxes.tax_rate`	number	Tax rate as a percentage.
`number(./BASE_AMOUNT)`	`taxes.tax_base_amount`	number	Amount the tax rate is applied to.
`number(./TAX_AMOUNT)`	`taxes.tax_amount`	number	Tax amount for this category.

Charges (loop `charges` → `charges` records)

Invoice-level charges (freight, handling, insurance, …). One record per CHARGES/CHARGE element.

XPath (relative to loop)	Field	Type	Description
`./DESCRIPTION`	`charges.charge_name`	text	Charge description (freight, handling, insurance, …).
`number(./AMOUNT)`	`charges.charge_amount`	number	Charge amount.

Discounts (loop `discounts` → `discounts` records)

Cash discounts (early-payment, promotional, …). One record per DISCOUNTS/DISCOUNT element. Discount amounts are stored as the value they carry — negative amounts appear as -25.00.

The deadline for taking the discount can be expressed two ways: as an absolute date (DISCOUNT_DUE_DATE) or as a term relative to a basis date (DUE_DATE_BASIS + DUE_DATE_PERIOD_VALUE + DUE_DATE_PERIOD_MEASURE, e.g. "10 DAY from invoice date"). Senders that emit both should populate both; downstream processing prefers the absolute date when present.

XPath (relative to loop)	Field	Type	Description
`./DESCRIPTION`	`discounts.discount_description`	text	Human-readable description of the discount.
`./PERCENTAGE`	`discounts.discount_rate`	number	Discount rate as a percentage.
`number(./AMOUNT)`	`discounts.discount_amount`	number	Discount amount.
`./DISCOUNT_DUE_DATE`	`discounts.discount_due_date`	date	Absolute date on which the discount expires. Canonical `YYYY-MM-DD`.
`./DUE_DATE_BASIS`	`discounts.due_date_basis`	date	Date the discount period is counted from (typically the invoice or delivery date). Canonical `YYYY-MM-DD`.
`number(./DUE_DATE_PERIOD_VALUE)`	`discounts.due_date_period_value`	number	Number of periods from `due_date_basis` until the discount expires (integer).
`./DUE_DATE_PERIOD_MEASURE`	`discounts.due_date_period_measure`	text	Unit for the period value. One of `DAY`, `WEEK`, `MONTH`, `YEAR`. Map sender-side values (e.g. CII `WEE`/`ANN`, EDIFACT `D`/`W`) to this set.

Sample file

Download generic-xml-invoice.xml

<?xml version="1.0" encoding="UTF-8"?>
<INVOICE TYPE="Invoice" LANGUAGE_CODE="en">
  <HEADER>
    <INVOICE_NUMBER>INV-2025-0042</INVOICE_NUMBER>
    <INVOICE_TYPE_CODE>380</INVOICE_TYPE_CODE>
    <INVOICE_DATE>
      <DATE>
        <YEAR>2026</YEAR>
        <MONTH>07</MONTH>
        <DAY>15</DAY>
      </DATE>
    </INVOICE_DATE>
    <DUE_DATE>
      <DATE>
        <YEAR>2026</YEAR>
        <MONTH>08</MONTH>
        <DAY>14</DAY>
      </DATE>
    </DUE_DATE>
    <DELIVERY_DATE>
      <DATE>
        <YEAR>2026</YEAR>
        <MONTH>07</MONTH>
        <DAY>12</DAY>
      </DATE>
    </DELIVERY_DATE>
    <CURRENCY_CODE>USD</CURRENCY_CODE>
    <ORDER_REFERENCE>PO-88190</ORDER_REFERENCE>
    <CONTRACT_REFERENCE>MSA-2024-11</CONTRACT_REFERENCE>
    <NET_AMOUNT>1250.00</NET_AMOUNT>
    <VAT_TOTAL>112.50</VAT_TOTAL>
    <GROSS_AMOUNT>1362.50</GROSS_AMOUNT>
  </HEADER>

  <PARTIES>
    <SELLER_PARTY>
      <NAME>Northwind Manufacturing LLC</NAME>
      <TAX_ID>US-441290</TAX_ID>
      <POSTAL_ADDRESS>
        <STREET>1500 Foundry Road</STREET>
        <CITY>Reno</CITY>
        <POSTAL_CODE>89501</POSTAL_CODE>
        <STATE>NV</STATE>
        <COUNTRY>US</COUNTRY>
      </POSTAL_ADDRESS>
    </SELLER_PARTY>
    <BUYER_PARTY>
      <NAME>Contoso Retail Group</NAME>
      <TAX_ID>US-849201</TAX_ID>
      <POSTAL_ADDRESS>
        <NAME>Contoso Accounts Payable</NAME>
        <STREET>450 Market Street, Suite 200</STREET>
        <CITY>San Francisco</CITY>
        <POSTAL_CODE>94105</POSTAL_CODE>
        <STATE>CA</STATE>
        <COUNTRY>US</COUNTRY>
      </POSTAL_ADDRESS>
    </BUYER_PARTY>
    <DELIVERY_PARTY>
      <NAME>Contoso Retail Group</NAME>
      <POSTAL_ADDRESS>
        <NAME>Contoso Distribution Center</NAME>
        <STREET>901 Airport Way</STREET>
        <CITY>Reno</CITY>
        <POSTAL_CODE>89502</POSTAL_CODE>
        <STATE>NV</STATE>
        <COUNTRY>US</COUNTRY>
      </POSTAL_ADDRESS>
    </DELIVERY_PARTY>
  </PARTIES>

  <PAYMENT_TERMS>
    <PAYMENT_REFERENCE>INV-2025-0042</PAYMENT_REFERENCE>
    <PAYMENT_METHOD>ACH</PAYMENT_METHOD>
    <BANK>
      <ACCOUNT_NUMBER>US1234567890</ACCOUNT_NUMBER>
      <BANK_NAME>First National Bank</BANK_NAME>
    </BANK>
  </PAYMENT_TERMS>

  <TAXES>
    <TAX>
      <TAX_NAME>CA State</TAX_NAME>
      <TAX_RATE>6.00</TAX_RATE>
      <BASE_AMOUNT>1250.00</BASE_AMOUNT>
      <TAX_AMOUNT>75.00</TAX_AMOUNT>
    </TAX>
    <TAX>
      <TAX_NAME>County Levy</TAX_NAME>
      <TAX_RATE>3.00</TAX_RATE>
      <BASE_AMOUNT>1250.00</BASE_AMOUNT>
      <TAX_AMOUNT>37.50</TAX_AMOUNT>
    </TAX>
  </TAXES>

  <CHARGES>
    <CHARGE>
      <DESCRIPTION>Freight</DESCRIPTION>
      <AMOUNT>45.00</AMOUNT>
    </CHARGE>
    <CHARGE>
      <DESCRIPTION>Handling &amp; pallet</DESCRIPTION>
      <AMOUNT>15.00</AMOUNT>
    </CHARGE>
  </CHARGES>

  <DISCOUNTS>
    <DISCOUNT>
      <DESCRIPTION>2/10 Net 30 early payment</DESCRIPTION>
      <PERCENTAGE>2.00</PERCENTAGE>
      <AMOUNT>-25.00</AMOUNT>
      <DISCOUNT_DUE_DATE>2026-07-25</DISCOUNT_DUE_DATE>
      <DUE_DATE_BASIS>2026-07-15</DUE_DATE_BASIS>
      <DUE_DATE_PERIOD_VALUE>10</DUE_DATE_PERIOD_VALUE>
      <DUE_DATE_PERIOD_MEASURE>DAY</DUE_DATE_PERIOD_MEASURE>
    </DISCOUNT>
  </DISCOUNTS>

  <DETAILS>
    <ROW>
      <LINE_ID>1</LINE_ID>
      <PRODUCT_CODE>SKU-4471</PRODUCT_CODE>
      <DESCRIPTION>Stainless Bolt M6 x 20 (box of 100)</DESCRIPTION>
      <QUANTITY UNIT="BX">5</QUANTITY>
      <UNIT_PRICE>85.00</UNIT_PRICE>
      <NET_AMOUNT>425.00</NET_AMOUNT>
      <VAT_RATE>9.00</VAT_RATE>
      <VAT_AMOUNT>38.25</VAT_AMOUNT>
      <GROSS_AMOUNT>463.25</GROSS_AMOUNT>
    </ROW>
    <ROW>
      <LINE_ID>2</LINE_ID>
      <PRODUCT_CODE>SKU-4472</PRODUCT_CODE>
      <DESCRIPTION>Stainless Nut M6 (box of 200)</DESCRIPTION>
      <QUANTITY UNIT="BX">3</QUANTITY>
      <UNIT_PRICE>55.00</UNIT_PRICE>
      <NET_AMOUNT>165.00</NET_AMOUNT>
      <VAT_RATE>9.00</VAT_RATE>
      <VAT_AMOUNT>14.85</VAT_AMOUNT>
      <GROSS_AMOUNT>179.85</GROSS_AMOUNT>
    </ROW>
    <ROW>
      <LINE_ID>3</LINE_ID>
      <PRODUCT_CODE>SKU-9013</PRODUCT_CODE>
      <DESCRIPTION>Vibration Damper Kit</DESCRIPTION>
      <QUANTITY UNIT="EA">2</QUANTITY>
      <UNIT_PRICE>330.00</UNIT_PRICE>
      <NET_AMOUNT>660.00</NET_AMOUNT>
      <VAT_RATE>9.00</VAT_RATE>
      <VAT_AMOUNT>59.40</VAT_AMOUNT>
      <GROSS_AMOUNT>719.40</GROSS_AMOUNT>
    </ROW>
  </DETAILS>
</INVOICE>

Expected extraction

Running the sample through this seed extracts 1 invoice with fully populated header, sender, receiver, bill-to, ship-to, and payment records, plus 3 line items, 2 tax detail rows, 2 invoice-level charges, and 1 cash discount. Split dates round-trip as YYYY-MM-DD; amounts extract exactly as they appear in the source (negative amounts keep their leading minus sign).

Config item ID​

Notable conventions​

Loops​

Fields​

Header (loop invoice)​

Supplier (loop seller → sender scope)​

Customer (loop buyer → receiver scope)​

Bill-to address (loop billto → bill_to scope)​

Ship-to address (loop shipto → ship_to scope)​

Payment (loop payment → payment scope)​

Line items (loop line → line records)​

Taxes (loop taxes → taxes records)​

Charges (loop charges → charges records)​

Discounts (loop discounts → discounts records)​

Sample file​

Expected extraction​