# Document types on invoices

Document types for invoices: receipt, delivery, payment confirmation, and more.

Cortena classifies each payable attachment with a **Document type** · for example **Invoice**, **Receipt**, **Delivery confirmation**, or **Payment confirmation**. The type drives list filters, workflow branches, and whether certain exports are allowed.

**Who this is for:** AP teams separating receipts from invoices, and workflow admins who branch on **Document type** in conditions.

Related: [Invoice list, filters, and status](https://help.cortena.ai/guides/invoices/list-filters-status), [How Cortena reads an invoice](https://help.cortena.ai/guides/get-started/how-cortena-reads-an-invoice), and [Reprocess](https://help.cortena.ai/guides/invoices/reprocess).

## 1. Where document type appears

On invoice detail, **Document type** reflects how Cortena classified the file after extraction (you can change it when editing is allowed for that invoice state).

Common values include:

- **Invoice** · standard supplier invoice
- **Receipt** · proof of payment / small purchase receipt
- **Delivery confirmation** · delivery note without full invoice data
- **Payment confirmation** · bank or payment advice style confirmation
- **Other** · contracts, reminders, or unclassified scans

German workspaces may see localized labels for the same values.

## 2. List filters

In **Payables** or **Expenses**, open the filter bar and choose **Document type**. Combine with **Duplicates: Master** and **Exclude status** when building review queues · for example only **Invoice** masters that are not yet synced.

Related: [Invoice list, filters, and status](https://help.cortena.ai/guides/invoices/list-filters-status).

## 3. Workflow and export

In **Settings → Workflow**, **Conditions** can test **Document type** (classified type is any of selected values). Use this to skip export for receipts or route delivery notes to a review-only path.

Some tenants block accounting export for specific types until an admin enables export for that type under **Settings → Accounting Preferences** · the invoice may show export blocked messaging naming the document type.

## 4. Typical scenarios

1. **Receipt only** · Supplier emailed a card receipt; type **Receipt**; workflow sends to archive or expense path without DATEV export.
2. **Invoice + delivery note** · Two files arrive; filter **Invoice** for export queue, **Delivery confirmation** for logistics review.
3. **Misclassified scan** · Clerk sets type to **Invoice** after reprocess fixes extraction.

## Tips and limitations

- Document type is stored on the invoice · change it on detail when policy allows, not only via re-upload.
- Structured **e-invoices** are detected separately; see [E-invoices](https://help.cortena.ai/guides/advanced/e-invoices).
- Export eligibility still requires valid booking match, posting month, and integration rules · document type is one gate among several.

## Quick reference

| Task | Where |
| --- | --- |
| View / edit type | Payable detail → **Document type** |
| Filter list | Filter bar → **Document type** |
| Branch workflow | **Settings → Workflow** → **Conditions** → **Document type** |
| Allow export for type | **Settings → Accounting Preferences** (when export blocked) |