Invoices & Payments

Create a category for invoices and payments. This category should be used when the main purpose of the email is about an invoice, payment, billing query, remittance advice, credit note, purchase order, cost centre, refund, or payment approval.

Include emails where someone is asking the user to review, approve, pay, confirm, correct, chase, or provide details for an invoice or payment. This includes requests for PO numbers, cost centres, VAT details, supplier payment status, customer payment status, outstanding balances, payment dates, remittance advice, failed payments, refunds, or cancelled payments.

Use this category when the email clearly relates to finance processing or payment handling. Common wording may include phrases such as “please find attached invoice”, “can you approve this invoice”, “please confirm the PO number”, “what cost centre should this be charged to”, “payment is overdue”, “can you confirm when this will be paid”, “please see attached remittance advice”, “we have received your payment”, or “please process this credit note”.

Do not use this category when payment wording only appears in a footer, signature, advert, legal text, or unrelated template content. Do not use it for general sales quotes, proposals, marketing emails about finance products, meeting invites, security alerts, or delivery updates unless the main email is asking the user to take action on an invoice, payment, refund, credit note, PO, or billing issue.