Smartsheet allows you to review or change your account, plan, or billing information.
USM Content
For an Individual plan, you must be the owner of the account. For a Business or Enterprise plan, you must be a System Admin.
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.
- 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
- On the left navigation bar, select Account > Plan & Billing info.
- Select Edit Billing Address & Payment Details.
- On the Manage Account screen, select the View Payment Details button.
- On the Payment details screen, under Payment method, select Change.
- On the Payment details screen, complete the necessary steps.
| To: | Do this: |
|---|---|
| Update your credit card info | Select Card. Enter your new credit card number, and then select Save. |
| Update your bank info | Select 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. |
Before you change your payment method from credit card or ACH-Debit to invoicing, download all previous receipts for record-keeping.
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.
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:
- On the left navigation bar, select Account > Plan & Billing Info.
- Select the View Receipts & History button.
- Select the receipt in the Receipt column to download a PDF of a receipt.
Change the account name
- Go to the left navigation bar, select Account > Account Details > Edit Account Details.
- 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:
- In the lower-left corner, select your account icon and then select Account Admin.
- On the Account Details tab, select the Edit Account Details button.
- Enter the account's primary physical address. You must do this before providing any additional tax information.
- Select Yes for Is your business registered for VAT / GST?
- Enter your VAT or GST identification number and then select Save.
Add plans
Only Pro and Business users who pay with a credit card, PayPal, or ACH-Debit can add plans.
- Select Account > Plan & Billing Info > Add Plan/Change Plan on the left navigation bar.
Direct billing customers can add plans, but your account must meet the following criteria:
- You didn’t purchase Smartsheet through a reseller
- Your account doesn’t have special pricing (tiered prices, block pricing)
- Your account isn’t set up as True Up
- Your account is more than 45 days away from the next renewal date
For more information, see the How to cancel a Smartsheet account article.
Still have questions? Ask them in the customer support portal.