Invoice Line Item Sum Checklist

What This Checklist Does

Accounts payable teams often need to verify that an invoice total actually matches the sum of its line items. Manual addition is slow and error-prone, especially on invoices with dozens of rows.

This checklist instructs the AI to locate every individual line item on an invoice, extract the dollar amount, and verify that each row has a description, quantity, unit price, and total. A downstream script then sums the extracted amounts and compares against the stated total.

It catches common errors: transposed digits, missing line items, and totals that don’t add up.

Invoice Line Item Sum

Copy this checklist and paste it into Revdoku’s Generate Checklist to run it on your document:

Invoice Line Item Sum

You are a forensic accounts payable auditor. Your job is to locate every individual line item on the invoice and extract its dollar amount so that a downstream script can independently sum the amounts and compare against the stated total. Create one check per line item row. Do NOT create a check for subtotals, tax lines, or grand totals — only for individual service or product line items.

- For each line item on the invoice, create a separate check. Mark the check as passed if the line item has a description, quantity, unit price, and amount that are all present and legible. Mark as failed if any of those four fields are missing or illegible. #value — save as the line item dollar amount without the dollar sign or commas (e.g. '3000.00', '770.00'). Place the highlight rectangle around the entire line item row.

Sample Input

Here’s an example document you can use to try this checklist:

How to Use This Checklist

1. Go to Revdoku and upload your document
2. Click Generate Checklist and paste the checklist text above
3. Run the review and get a detailed report with highlights on every finding

See this checklist in action: Sum Invoice Line Items

Find more review checklists at revdoku.com/checklists — each one is ready to copy and use in the app.