{
  "schemaVersion": "1.0",
  "item": {
    "slug": "circle",
    "name": "Circle",
    "category": "collaboration",
    "description": "Circle invoice retrieval: Community menu → Plans → Invoices.",
    "status": "researched",
    "website": "https://circle.so",
    "invoiceHelpUrl": "https://help.circle.so/p/administration/account/download-invoices-and-payment-receipts-for-your-community-plan",
    "accessMethods": [
      "vendor_portal",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account holder or authorized billing user for Circle."
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Community menu → Plans → Invoices."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The public source does not confirm a downloadable PDF for every account."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "unknown",
        "notes": "Line-item availability is not confirmed by the reviewed source."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": "unknown",
        "notes": "Subscription detail is not confirmed by the reviewed source."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "plan-dependent"
      ],
      "invoiceLocation": "Community menu → Plans → Invoices",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Circle billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-10-22",
    "lastVerifiedAt": "2026-10-22",
    "sources": [
      {
        "title": "Circle: official billing help",
        "url": "https://help.circle.so/p/administration/account/download-invoices-and-payment-receipts-for-your-community-plan",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Find your Circle invoice through Community menu → Plans → Invoices. Choose Download invoice or Download receipt in the opened record.",
      "requiredRole": "Account holder or authorized billing user for Circle.",
      "steps": [
        "Select the community name or logo and open Plans.",
        "Choose the Invoices tab and select Download on the required invoice.",
        "Choose Download invoice or Download receipt in the opened record."
      ],
      "historyLocation": "Community menu → Plans → Invoices",
      "missingInvoice": "This route covers the community's Circle platform plan; a member's payments to a community use a different Billing page.",
      "formats": [
        "Billing document; PDF format not confirmed"
      ],
      "commonProblems": [
        "This route covers the community's Circle platform plan; a member's payments to a community use a different Billing page."
      ],
      "matchingTips": [
        "Compare the document date, amount, and currency with the Circle charge. Check payment status separately from the invoice issue date."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-circle-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/circle",
      "json": "https://billproof.io/api/public/vendors/circle.json",
      "capabilities": "https://billproof.io/api/public/vendors/circle/capabilities.json"
    }
  }
}