{
  "schemaVersion": "1.0",
  "item": {
    "slug": "instantly",
    "name": "Instantly",
    "category": "sales-and-marketing",
    "description": "Instantly invoice retrieval: Payment and Invoices → Invoices.",
    "status": "researched",
    "website": "https://instantly.ai/",
    "invoiceHelpUrl": "https://help.instantly.ai/en/articles/7918846-managing-invoices-and-billing-details",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account holder or authorized billing user for Instantly."
    },
    "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 Payment and Invoices → 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": "Payment and Invoices → Invoices",
      "emailedAutomatically": true,
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Instantly 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": "Instantly: official billing help",
        "url": "https://help.instantly.ai/en/articles/7918846-managing-invoices-and-billing-details",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Find your Instantly invoice through Payment and Invoices → Invoices. Choose Download to open its details and retrieve the receipt.",
      "requiredRole": "Account holder or authorized billing user for Instantly.",
      "steps": [
        "Open the Payment and Invoices tab for the billed workspace.",
        "Scroll to Invoices and find the charge by date and amount.",
        "Choose Download to open its details and retrieve the receipt."
      ],
      "historyLocation": "Payment and Invoices → Invoices",
      "missingInvoice": "Receipts also arrive by email after payment. Check the payment status so an open invoice is not mistaken for a paid receipt.",
      "formats": [
        "Billing document; PDF format not confirmed"
      ],
      "commonProblems": [
        "Receipts also arrive by email after payment. Check the payment status so an open invoice is not mistaken for a paid receipt."
      ],
      "matchingTips": [
        "Compare the document date, amount, and currency with the Instantly charge. Check payment status separately from the invoice issue date."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-instantly-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/instantly",
      "json": "https://billproof.io/api/public/vendors/instantly.json",
      "capabilities": "https://billproof.io/api/public/vendors/instantly/capabilities.json"
    }
  }
}