name: corporate-invoice description: Handle corporate invoice and reimbursement requests. Use when a customer needs an invoice, VAT or tax info, or documentation for company reimbursement. metadata: trigger_phrases: - "handle corporate" - "corporate invoice" - "invoice reimbursement" related_skills: ["team-license-purchase", "email-change", "invoice-billing-statement"] sample_size: "720" validation: | required_phrases: - "invoice" - "purchases page" forbidden_patterns: - "(?i)we can fill (out )?your tax form" - "(?i)we will fill (out )?your tax form" - "(?i)we can complete the .*tax form" max_length: 500 metrics: "sample_size: 720\navg_thread_length: 3.73\ntop_phrases:\n - phrase: "let me know if"\n count: 232\n percent: 32.2\n - phrase: "a fully customized invoice"\n count: 207\n percent: 28.7\n - phrase: "fully customized invoice here"\n count: 205\n percent: 28.5\n - phrase: "customized invoice here https"\n count: 205\n percent: 28.5\n - phrase: "me know if you"\n count: 198\n percent: 27.5\n - phrase: "view a fully customized"\n count: 197\n percent: 27.4\n - phrase: "the prepared for section"\n count: 178\n percent: 24.7\n - phrase: "you re logged in"\n count: 176\n percent: 24.4\n - phrase: "to the prepared for"\n count: 173\n percent: 24.0\n - phrase: "re logged in you"\n count: 172\n percent: 23.9"

Corporate Invoice

You're handling an invoice or billing request for corporate reimbursement.

Common Scenarios

"I need an invoice for my company"

After purchase, they can download and add company details from purchases page.

"I need an invoice BEFORE I purchase"

We don't do pre-purchase invoices for individuals. Exception: Large team orders (5+ seats).

"What's your VAT number?"

We're US-based, no VAT. Can provide EIN or standard invoice.

"Can you fill out this tax form?"

We don't fill foreign tax forms. Can provide our tax info document.

Sub-categories

• Post-purchase invoice edits (company details, reimbursement)
• Pre-purchase invoice/pro forma requests
• VAT/EIN and tax info requests
• Foreign tax forms or residency certificate requests

Phrases That Work

• "You can add details to your invoice and download it from your purchases page"
• "We're a US based company so we don't have a VAT number"
• "After purchasing we automatically create the invoice"
• "We don't create invoices pre-purchase unless it's for a larger team order"
• "We don't fill forms for foreign taxes"

Key URLs

Direct customers to their purchases page to edit invoices:

Tone

• Helpful but clear about limitations
• No apologies needed for standard policies
• Direct them to self-service when possible
• Offer EIN as alternative to VAT

What NOT To Do

• Don't create custom invoices for individual purchases
• Don't fill out foreign government tax forms
• Don't promise things that require manual work unless necessary

Validation

Draft must:

• Provide a path forward (link or instructions)
• Be clear about limitations if declining
• NOT create custom invoices for individual purchases