{
  "schemaVersion": "1.0",
  "item": {
    "slug": "paperform",
    "name": "Paperform",
    "category": "sales-and-marketing",
    "description": "Plan receipts in Paperform account settings and its billing portal.",
    "status": "researched",
    "website": "https://paperform.co/",
    "invoiceHelpUrl": "https://paperform.co/help/articles/where-can-i-find-and-download-my-paperform-plan-receipts/",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Paperform account user authorized to access plan billing."
    },
    "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 Account Settings → Receipts; Billing → Billing Portal where applicable.."
      },
      "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": "Account Settings → Receipts; Billing → Billing Portal where applicable.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "receipt",
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Paperform 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": "Paperform: official billing help",
        "url": "https://paperform.co/help/articles/where-can-i-find-and-download-my-paperform-plan-receipts/",
        "type": "official"
      },
      {
        "title": "Paperform billing portal access",
        "url": "https://paperform.co/help/articles/how-do-i-add-a-tax-id/",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Open Account Settings from your avatar and choose Receipts to view or download Paperform plan receipts.",
      "requiredRole": "Paperform account user authorized to access plan billing.",
      "steps": [
        "Open the avatar menu at the top right of the dashboard.",
        "Select Account Settings and choose the Receipts tab.",
        "Find the plan payment and download its receipt.",
        "If your account uses the Billing Portal, open it under Account Settings → Billing for invoices and receipts."
      ],
      "historyLocation": "Account Settings → Receipts; Billing → Billing Portal where applicable.",
      "missingInvoice": "Confirm the purchasing account. If the receipt remains missing, contact Paperform support with the payment date and account email.",
      "formats": [
        "Downloadable plan receipt",
        "Billing-portal invoice"
      ],
      "commonProblems": [
        "Plan receipts are separate from customer payments collected through Paperform forms; billing-details changes concern future receipts."
      ],
      "matchingTips": [
        "Label the document with the billed product so Paperform and Papersign costs are not combined accidentally."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-paperform-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/paperform",
      "json": "https://billproof.io/api/public/vendors/paperform.json",
      "capabilities": "https://billproof.io/api/public/vendors/paperform/capabilities.json"
    }
  }
}