{
  "schemaVersion": "1.0",
  "item": {
    "slug": "zendesk",
    "name": "Zendesk",
    "category": "sales-and-marketing",
    "description": "Zendesk account owners and billing admins can inspect invoice status and transactions, then download invoice PDFs in Admin Center.",
    "status": "researched",
    "website": "https://www.zendesk.com/",
    "invoiceHelpUrl": "https://support.zendesk.com/hc/en-us/articles/4408821492378-Managing-invoices",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account owner or billing admin"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true,
        "notes": "Admin Center lists the latest invoices."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "The list includes date, number, amount, due date, and payment status."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Invoice detail includes Download PDF."
      },
      "creditNotes": {
        "supported": true,
        "notes": "Invoice transactions can include credit memos, refunds, and write-offs."
      },
      "lineItems": {
        "supported": true
      },
      "usage": {
        "supported": "unknown"
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": "unknown"
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "annual",
        "contract dependent"
      ],
      "invoiceLocation": "Admin Center > Account > Billing > Invoices.",
      "emailedAutomatically": true,
      "currencies": [],
      "documentTypes": [
        "PDF invoice",
        "credit memo",
        "refund",
        "write-off"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Zendesk billing connection is available in Billproof.",
        "Only the account owner and billing admins can access invoice tasks.",
        "For a canceled account, the account owner must request invoices from Zendesk Customer Support."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "due_date",
      "billing_period",
      "payment_status",
      "line_items",
      "payments",
      "credit_memos",
      "refunds",
      "write_offs",
      "subtotal",
      "tax",
      "total",
      "currency"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "In Zendesk Admin Center, open Account > Billing > Invoices, select an invoice number, and choose Download PDF.",
      "requiredRole": "Account owner or billing admin",
      "steps": [
        "Sign in to the Zendesk account as the account owner or a billing admin.",
        "Open Admin Center from the Zendesk Products menu.",
        "In the sidebar, select Account > Billing > Invoices.",
        "Find and select the invoice number.",
        "Review payment status and any payments, credit memos, refunds, or write-offs.",
        "Choose Download PDF and save the invoice with related adjustment evidence."
      ],
      "historyLocation": "Admin Center > Account > Billing > Invoices.",
      "missingInvoice": "Ask the account owner or a billing admin to retrieve it, verify the correct Zendesk account, and if the account was canceled have the account owner submit a request to Zendesk Customer Support.",
      "formats": [
        "PDF invoice"
      ],
      "commonProblems": [
        "An ordinary admin or agent is assumed to have billing-admin access.",
        "A canceled account no longer exposes invoice self-service.",
        "A partially paid or refunded invoice is matched using the original total rather than its transactions.",
        "The invoice recipient receives email but cannot manage invoices without the required role."
      ],
      "matchingTips": [
        "Use invoice number, due date, and payment status as primary keys.",
        "Reconcile payments, credit memos, refunds, and write-offs to the remaining balance.",
        "Use the applied amount of each transaction instead of assuming the invoice total equals one bank movement."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "Managing invoices",
        "url": "https://support.zendesk.com/hc/en-us/articles/4408821492378-Managing-invoices",
        "type": "official"
      },
      {
        "title": "How can I get a copy of my account invoices?",
        "url": "https://support.zendesk.com/hc/en-us/articles/4408823832346-How-can-I-get-a-copy-of-my-account-invoices",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-zendesk-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/zendesk",
      "json": "https://billproof.io/api/public/vendors/zendesk.json",
      "capabilities": "https://billproof.io/api/public/vendors/zendesk/capabilities.json"
    }
  }
}