Current Billproof support
What Billproof supports today
Billproof does not currently offer direct Salesforce invoice retrieval. You can still build a reviewable record by forwarding invoice email or uploading the original document.
Document retrievalPartial
NormalizationPartial
Transaction matchingPartial
Invoice retrieval
Where Salesforce provides invoices
Your Account app > Go To Invoices, or Billing > View/Download Invoices.
Ways to retrieve records today
For step-by-step instructions, use the Salesforce invoice retrieval guide.
Access controls
Authentication and permissions
- OAuth
- Not used for this workflow
- API token
- Not used for this workflow
- Browser session
- Required for portal access
- Required role
- A user assigned Manage Billing or Manage Subscriptions in Your Account permissions
Vendor evidence
Available billing and document data
This table describes data documented by the vendor. It does not imply that Billproof retrieves every field directly.
| Billing capability | Vendor availability | Evidence note |
|---|---|---|
| Account discovery | Not documented | No verified detail is available yet. |
| Billing history | Documented | The Salesforce Invoices page supports list views and invoice history. |
| Invoice metadata | Documented | Invoice detail is available by selecting an invoice number. |
| Invoice PDF | Documented | Invoice detail provides Download Invoice. |
| Credit notes | Documented | The Your Account app exposes invoices and credit memos. |
| Line items | Documented | No verified detail is available yet. |
| Usage data | Unknown | No verified detail is available yet. |
| Subscriptions | Documented | Your Account covers billing and subscription management. |
| Payment method | Unknown | No verified detail is available yet. |
Normalized record
Fields Billproof can normalize
- vendor_name
- invoice_number
- invoice_date
- due_date
- billing_period
- contract_number
- purchase_order_number
- line_items
- credits
- subtotal
- tax
- total
- currency
Known boundaries
Limitations
- No direct Salesforce billing connection is available in Billproof.
- Invoice access requires a specific Your Account billing or subscription permission set.
- Billing schedules and payment terms vary by customer contract.
Primary evidence
Sources
Last verified August 28, 2026. Vendor interfaces and billing policies can change.
- View and Download Invoices ↗official