Document Categories
Classify the document as one of the following types:Financial Documents
| Document Type | Description |
|---|---|
invoice | A bill requesting payment for goods/services provided |
receipt | Proof of payment received for goods/services |
statement_of_account | A summary of account transactions over a period |
remittance_advice | A document sent with payment explaining what it covers |
payment_confirmation | Confirmation that a payment has been processed |
payment_request | A formal request for payment |
dunning_notice | A demand letter for overdue payment |
bank_details | Banking information or account details |
wire_transfer_instructions | Instructions for electronic money transfers |
checks | Bank checks or cheques |
credit_note | Document issued to reduce amount owed (returns, discounts) |
debit_note | Document increasing amount owed (additional charges) |
pro_forma_invoice | Preliminary bill sent before goods/services delivery |
bank_statement | Record of bank account transactions over a period |
expense_report | Summary of business expenses for reimbursement |
Sales & Procurement Documents
| Document Type | Description |
|---|---|
purchase_order | A buyer’s request to purchase goods/services |
sales_order | A seller’s confirmation of a sale transaction |
quote_estimate | A preliminary pricing proposal for goods/services |
proposal | A detailed business proposal or bid |
order_form | A standardized form for placing orders |
order_confirmation | Confirmation that an order has been received/accepted |
change_order | A modification to an existing order or contract |
Logistics Documents
| Document Type | Description |
|---|---|
shipping_notice | Notification of goods being shipped |
delivery_note | Confirmation of goods delivered |
packing_list | List of items in a shipment |
bill_of_lading | Shipping document and receipt of goods |
goods_received_note | Confirmation of goods received and inspected |
HR & Employment Documents
| Document Type | Description |
|---|---|
payslip | Employee salary payment confirmation and details |
timesheet | Record of hours worked |
employment_contract | Job agreement terms |
Legal & Contract Documents
| Document Type | Description |
|---|---|
contract | Legal agreement between parties |
purchase_agreement | Formal agreement to buy goods/services |
service_agreement | Contract for service provision |
non_disclosure_agreement | Confidentiality agreement (NDA) |
terms_and_conditions | Legal terms governing transactions |
Operations Documents
| Document Type | Description |
|---|---|
inventory_report | Stock levels and inventory details |
return_merchandise_authorization | Authorization to return goods (RMA) |
Compliance Documents
| Document Type | Description |
|---|---|
tax_form | Tax-related documents (W-2, 1099, etc.) |
customs_declaration | Import/export documentation |
certificate_of_origin | Document certifying goods’ country of origin |
compliance_report | Regulatory compliance documentation |