{
  "schemaVersion": "1.0",
  "item": {
    "slug": "milanote",
    "name": "Milanote",
    "category": "collaboration",
    "description": "Visual planning workspace with billing details accessible from settings.",
    "status": "researched",
    "website": "https://milanote.com",
    "invoiceHelpUrl": "https://help.milanote.com/en/articles/3600868-common-questions-about-invoices",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Access to the paying Milanote account's billing settings."
    },
    "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 Settings → View billing details."
      },
      "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": "Settings → View billing details",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Milanote 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": "2026-10-16",
    "lastVerifiedAt": "2026-10-16",
    "sources": [
      {
        "title": "Milanote: official billing help",
        "url": "https://help.milanote.com/en/articles/3600868-common-questions-about-invoices",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Sign in to Milanote, open Settings at the top right, and choose View billing details to find past invoices.",
      "requiredRole": "Access to the paying Milanote account's billing settings.",
      "steps": [
        "Sign in to the account used for the subscription.",
        "Open Settings at the top right.",
        "Choose View billing details.",
        "Locate the relevant past invoice and retain it using the available document controls."
      ],
      "historyLocation": "Settings → View billing details",
      "missingInvoice": "Ask Milanote support if a document is missing. Support also handles requests to add company details, an address or a tax ID.",
      "formats": [
        "Past invoice view; file format not specified"
      ],
      "commonProblems": [
        "The public guide confirms invoice-history access but does not specify a universal download file format."
      ],
      "matchingTips": [
        "Compare the account and billed period before assigning the invoice to a team expense."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-milanote-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/milanote",
      "json": "https://billproof.io/api/public/vendors/milanote.json",
      "capabilities": "https://billproof.io/api/public/vendors/milanote/capabilities.json"
    }
  }
}
