{
  "schemaVersion": "1.0",
  "item": {
    "slug": "sunsama",
    "name": "Sunsama",
    "category": "collaboration",
    "description": "Sunsama customer-portal access to past subscription invoices.",
    "status": "researched",
    "website": "https://www.sunsama.com/",
    "invoiceHelpUrl": "https://help.sunsama.com/docs/billing/overview/",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Paying account holder; use the billing admin for a shared workspace."
    },
    "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 → Billing → Manage Billing customer portal.."
      },
      "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 → Billing → Manage Billing customer portal.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Sunsama 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": "Sunsama: official billing help",
        "url": "https://help.sunsama.com/docs/billing/overview/",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Open Settings → Billing → Manage Billing to enter the customer portal and download previous invoices, including when an old email download link has expired.",
      "requiredRole": "Paying account holder; use the billing admin for a shared workspace.",
      "steps": [
        "Open the Sunsama account or shared workspace responsible for the charge.",
        "Go to Settings → Billing.",
        "Select Manage Billing to open the customer portal.",
        "Find the past invoice and download its document."
      ],
      "historyLocation": "Settings → Billing → Manage Billing customer portal.",
      "missingInvoice": "Use the portal if a previous invoice link has expired. For a shared workspace, ask the admin who pays for its accounts.",
      "formats": [
        "Invoice download"
      ],
      "commonProblems": [
        "A shared workspace is billed to one admin; individual members are not billed separately within that workspace."
      ],
      "matchingTips": [
        "Keep the workspace identity with the invoice when one payment covers several users."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-sunsama-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/sunsama",
      "json": "https://billproof.io/api/public/vendors/sunsama.json",
      "capabilities": "https://billproof.io/api/public/vendors/sunsama/capabilities.json"
    }
  }
}