Review or Change Account, Plan, or Billing Info

Capabilities

Who can use this capability?

To perform the actions described in this article, you must be logged as one of the following user types:

  • For an Individual plan (formerly known as Basic) or for a legacy Advanced plan, you must be the licensed owner of the account.
  • For a Business or Enterprise plan (or for a legacy Team Plan) you must be a System Admin.

If you're not sure what user type you have for Smartsheet, please see Identify Your Smartsheet Plan and User Type.

The Plan & Billing Info section of the Account Administration window gives you options to review and manage your account.

To upgrade or downgrade your plan, add licenses, or request an add-on or other product, please follow the instructions in Upgrade, Add Licences, or Downgrade Your Smartsheet Plan.

If your intent is to cancel an account, please see the article: Options for Canceling Your Account.

If your plan was purchased through Smartsheet’s Sales team and you are making payments to Smartsheet through an invoice, please visit the Customer Support Center and select Decrease Licenses. Cancellation requests must be made by a System Administrator.

Change Payment Information

Before you change payment method from Credit Card to Invoicing, we recommend that you download all previous receipts so that you have a record of those—they will no longer be accessible when your account is switched to Invoicing.

  1. Click your account image in the upper-right corner of the Smartsheet window and click Admin Center.
  2. From the Admin Center menu, select Plan and Billing Info to open the Account Administration window. For more information about Admin Center, see Admin Center Overview.
  3. Choose one of the following:
    • Update Your Credit Card Info: If you pay with a credit card and you need to update the details or change to another credit card, click Edit Address & Payment Info > Add Card. Enter your new credit card number and billing address, and then click Save.
    • Update Invoice Billing Info: If you want to update your billing information on your invoice, click Edit Address & Payment Info. Enter your updated billing information, and then click Save.
    • Change Your Payment Method: If you want to change your payment method, click Edit Address & Payment Info. Choose the payment method you would like to use, complete the window, and click Save.

Change Payment Information (PayPal)

If you pay with PayPal and you need to change the payment method to a different PayPal account or if you want to switch from paying with a credit card to paying with a PayPal account, please contact us.

View and Download Receipts and History

Your billing history includes your payment dates, payment amounts, and a copy of each receipt.

  1. Click your account image in the upper-right corner of the Smartsheet window and click Admin Center.
  2. From the Admin Center menu, select Plan and Billing Info to open the Account Administration window. For more information about Admin Center, see Admin Center Overview.
  3. Click View Receipts & History to open the Payment History window and display your billing history. 
  4. (Optional) To choose between downloading a Receipt and an Invoice, or to add additional details to your receipt, click Add additional details to your receipt.
  5. To download a PDF of a receipt or invoice, click the receipt or invoice name in the Receipt column.

To change the account name listed on the receipt, close the Payment History window, and click the current account name listed next to Account Administration.