--- 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: | Product | Purchases URL | |---------|---------------| | Epic React | epicreact.dev/purchases | | Total TypeScript | totaltypescript.com/purchases | | Epic Web | epicweb.dev/purchases | | Testing JavaScript | testingjavascript.com/purchases | ## 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