Review or change account, plan, or billing info

Smartsheet allows you to review or change your account, plan, or billing information. 

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • System Admin
  • Owner

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

This article only applies to plans that pay by credit card or bank transfer. If your account is an Invoiced Account, contact your Account Executive.

Your role on your Smartsheet account determines what account management features you can access. If you can't make the changes you want, check who owns the account and contact them.

For an Individual plan, you must be the owner of the account. For a Business or Enterprise plan, you must be a System Admin. 

  • Select Account > Plan & Billing Info > Account Details to find your primary account owner (it's the name or email under Main Contact).

Change payment information

  1. On the left navigation bar, select Account > Plan & Billing info > Payment Details.
  2. On the Payment details screen, under Payment method, select Change and complete the necessary steps.
To:Do this:
Update your credit card infoSelect Card. Enter your new credit card number, and then select Save.
Update your bank infoSelect US bank account. Enter your new bank account information, and then select Save.
Change your payment method from credit card to Automated Clearing House Direct Debit bank payments (ACH-Debit)Select US bank account. Enter your bank account information, and then select Save.

Additional payment changes

You can update your payment information from the Payment details screen. You need to submit a request through the customer support portal to change payment method, currency, or make changes to the PayPal account associated to your Smartsheet account.

Before you change your payment method from credit card or ACH-Debit to invoicing, download all previous receipts for record-keeping.

 

View and download receipts and history

Your billing history includes payment dates, amounts, and receipt copies.

If you pay via invoice, use the Smartsheet Billing contact form to request copies of past receipts.

For any other payment methods, follow these steps: 

  1. On the left navigation bar, select Account > Plan & Billing Info.
  2. Select the View Receipts & History button. 
  3. Select the download icon to the right of the amount to download a PDF of the receipt. 

Change the account name

  1. On the left navigation bar, select Account > Account Details > Edit Account Details.
  2. Change the Account Name field.

Change your tax information

The primary address is the physical address associated with the account. This is used to calculate the appropriate taxes. Your physical address doesn’t have to be the same as your billing address.

If you're a non-U.S. customer, you should also provide Smartsheet with your Value Add Tax (VAT) ID or your Goods and Services Tax (GST) ID. This ensures you receive the proper tax treatment. The ID number also appears on any invoices you receive from Smartsheet.

To provide your VAT or GST:

  1. On the left navigation bar, select Account > Account Admin.
  2. On the Account Details tab, select the Edit Account Details button.
  3. Enter the account's primary physical address. You must do this before providing any additional tax information.
  4. Select Yes for Is your business registered for VAT / GST? 
  5. Enter your VAT or GST identification number and then select Save.

 

Trying to cancel an account? See the How to cancel a Smartsheet account article.

Still have questions? Ask them in the customer support portal.