{
  "schemaVersion": "1.0",
  "item": {
    "slug": "substack",
    "name": "Substack",
    "category": "sales-and-marketing",
    "description": "Substack invoice retrieval: Settings → Subscriptions → Billing history.",
    "status": "researched",
    "website": "https://substack.com",
    "invoiceHelpUrl": "https://support.substack.com/hc/en-us/articles/360037489832-How-do-I-get-an-invoice-for-my-subscription",
    "accessMethods": [
      "vendor_portal",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account holder or authorized billing user for Substack."
    },
    "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 → Subscriptions → Billing history."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "The documented workflow provides Billing document PDF."
      },
      "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 → Subscriptions → Billing history",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Substack 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": "Substack: official billing help",
        "url": "https://support.substack.com/hc/en-us/articles/360037489832-How-do-I-get-an-invoice-for-my-subscription",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Find your Substack invoice through Settings → Subscriptions → Billing history. In the Stripe tab, choose Download invoice to save the PDF.",
      "requiredRole": "Account holder or authorized billing user for Substack.",
      "steps": [
        "Open account Settings and select the paid publication under Subscriptions.",
        "Choose View beside Billing history, then use the payment's menu to select View invoice.",
        "In the Stripe tab, choose Download invoice to save the PDF."
      ],
      "historyLocation": "Settings → Subscriptions → Billing history",
      "missingInvoice": "Invoices are selected per publication subscription. Company details can be entered through Edit beside Payment method on that subscription's management page.",
      "formats": [
        "Billing document PDF"
      ],
      "commonProblems": [
        "Invoices are selected per publication subscription. Company details can be entered through Edit beside Payment method on that subscription's management page."
      ],
      "matchingTips": [
        "Compare the document date, amount, and currency with the Substack charge. Check payment status separately from the invoice issue date."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-substack-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/substack",
      "json": "https://billproof.io/api/public/vendors/substack.json",
      "capabilities": "https://billproof.io/api/public/vendors/substack/capabilities.json"
    }
  }
}