{
  "schemaVersion": "1.0",
  "item": {
    "slug": "microsoft-365",
    "name": "Microsoft 365",
    "legalName": "Microsoft Corporation",
    "category": "collaboration",
    "description": "Microsoft 365 business billing administrators can view online invoice detail and download invoice PDFs from Bills & payments in the Microsoft 365 admin center.",
    "status": "import_only",
    "website": "https://www.microsoft.com/microsoft-365",
    "billingPortalUrl": "https://admin.microsoft.com/Adminportal/Home#/billoverview/invoice-list",
    "invoiceHelpUrl": "https://learn.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice?view=o365-worldwide",
    "accessMethods": [
      "admin_api",
      "vendor_portal",
      "connected_mailbox",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "At least Billing Administrator; MCA tasks can require billing-account or billing-profile roles"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No Billproof account-discovery capability is claimed for this vendor."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Historical billing records are available in the vendor portal."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "The vendor portal exposes invoice or statement summary data."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Microsoft 365 business invoices can be downloaded as PDF."
      },
      "creditNotes": {
        "supported": true,
        "notes": "Invoice detail includes credits and transaction types."
      },
      "lineItems": {
        "supported": true,
        "notes": "Online invoice details show purchases, renewals, quantity changes, taxes, and usage charges."
      },
      "usage": {
        "supported": "partial",
        "notes": "Usage charges appear for consumption-based subscriptions where applicable."
      },
      "subscriptions": {
        "supported": true,
        "notes": "Bills & payments organizes invoices for business subscriptions and billing accounts."
      },
      "paymentMethod": {
        "supported": true,
        "notes": "Billing profiles and payment methods are managed in the admin center."
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "quarterly",
        "semiannual",
        "annual",
        "subscription-specific"
      ],
      "invoiceLocation": "Microsoft 365 admin center → Billing → Bills & payments",
      "emailedAutomatically": true,
      "documentTypes": [
        "invoice",
        "billing statement",
        "tax receipt where available"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently connect directly to Microsoft 365.",
        "A user must provide the invoice or statement by upload or an enabled email workflow.",
        "Microsoft business subscriptions do not provide separate payment receipts; Microsoft recommends matching the invoice to the card statement.",
        "Billing roles and invoice layout vary by billing-account type."
      ]
    },
    "normalizedFields": [
      "vendor",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "currency",
      "subtotal",
      "tax",
      "total",
      "line_items",
      "account_identifier",
      "billing_account",
      "billing_profile",
      "subscription",
      "transaction_type",
      "quantity",
      "credits"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "View or download your invoice in the Microsoft 365 admin center",
        "url": "https://learn.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/view-your-bill-or-invoice?view=o365-worldwide",
        "type": "official"
      },
      {
        "title": "Understand your invoice for your Microsoft MCA billing account",
        "url": "https://learn.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/understand-your-invoice?view=o365-worldwide",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "In the Microsoft 365 admin center, open Billing → Bills & payments, select the correct billing account and invoice, then choose Download → Download invoice.",
      "requiredRole": "Billing Administrator or a qualifying billing-account or billing-profile role",
      "steps": [
        "Sign in to the Microsoft 365 admin center with a billing administrator account.",
        "Open Billing → Bills & payments.",
        "If several billing accounts exist, choose Change billing account and select the correct one.",
        "Adjust the date range, select the invoice, and review its online details.",
        "Choose Download → Download invoice to save the PDF.",
        "Use the invoice and card statement together as proof of payment because Microsoft 365 does not issue separate payment receipts."
      ],
      "historyLocation": "Microsoft 365 admin center → Billing → Bills & payments, scoped by billing account",
      "missingInvoice": "Change the date range and billing account, verify the tenant and billing role, and check the invoice-ready email. Contact Microsoft business billing support if the expected business-subscription invoice remains absent.",
      "formats": [
        "PDF",
        "online invoice",
        "tax receipt where supported"
      ],
      "commonProblems": [
        "The user is signed in to the wrong Microsoft tenant or billing account.",
        "An admin role does not include the required billing permission.",
        "The user looks for a separate payment receipt that Microsoft 365 business subscriptions do not provide."
      ],
      "matchingTips": [
        "Match billing account or profile, invoice number, billing period, currency, total, and card payment date.",
        "Review transaction types such as purchase, renew, quantity change, usage charge, and credit before classifying a variance."
      ]
    },
    "statusLabel": "Email or upload only",
    "cta": "Normalize a Microsoft 365 invoice",
    "manualGuide": "https://billproof.io/guides/find-microsoft-365-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/microsoft-365",
      "json": "https://billproof.io/api/public/vendors/microsoft-365.json",
      "capabilities": "https://billproof.io/api/public/vendors/microsoft-365/capabilities.json"
    }
  }
}
