Smartsheet allows you to review or change your account, plan, or billing information.
USM Content
This article covers how to update your payment method, view billing history, download receipts, change your account name, and manage tax information.
Looking for something else?
- Change the account name or designated main contact
- Change a user's primary email address
- Upgrade or add seats to your Smartsheet plan
- Cancel your Smartsheet account
This article only applies to plans that pay by credit card or bank transfer. If you have an Invoiced Account, contact your Account Executive.
Before you start: Confirm your role
Your role on the account determines which billing options you can access. Check the table below before starting.
| Plan type | Required role |
|---|---|
| Individual (Pro) | Account Owner |
| Business or Enterprise | System Admin |
If you don't have the required role, identify who does and contact them directly.
To find your account's main contact:
- Select the icon with your picture on the left navigation bar.
Select Plan & Billing Info.
The Plan & Billing tab displays.
Brandfolder Image
Navigate to the Account Details tab and look at the name or email listed under Main Contact.
Brandfolder Image
Change payment information
On the left navigation bar, select Account > Plan & Billing info.
The Plan & Billing tab displays.
Select View Payment Details.
Brandfolder Image
On the Payment details screen, under Payment method, select Change and complete the steps for your situation.
Brandfolder Image
| To: | Do this: |
|---|---|
| Update your credit card info | Select Card, enter your new details, then select Save. |
| Update your bank info | Select US bank account, enter your new info, 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 info, then select Save. |
Additional payment changes
To change your payment method, currency, or edit your connected PayPal account, submit a request through the customer support portal.
Switching from credit card or ACH-Debit to invoice billing?
Before making the switch, download all previous receipts for your records.
View and download receipts and history
If you pay by credit card or bank transfer:
- On the left navigation bar, select Account > Plan & Billing Info.
Select the View Receipts & History button.
Brandfolder Image
Select the download icon to the right of the amount to download a PDF of the receipt.
Brandfolder Image
If these options aren't visible, you may be on an invoiced plan, or your role may not include billing access. Contact your Account Executive for billing changes, or check your role against the table in the Before you start section above.
If you pay via invoice:
Contact Smartsheet Billing Support to request copies of past receipts.
Change tax information
The primary address listed is the physical address for your account and the one used for calculating taxes. This address and your billing address don't need to match.
Non-US customers: Provide your VAT or GST ID
If your business is outside the US, provide Smartsheet with your Value Added Tax (VAT) ID or Goods and Services Tax (GST) ID. This ensures you receive the correct tax treatment, and the ID appears on any invoices you receive from Smartsheet.
To add your VAT or GST:
Select Account > Plan & Billing Info.
The Plan & Billing tab displays.
- Navigate to the Account Details tab and select Edit Account Details.
- Enter the account's primary physical address.
- Select Yes for Is your business registered for VAT / GST?
- Enter your VAT or GST identification number and select Save.
Need more help?
If you can't access the billing options described in this article, or if your account is on an invoiced plan, contact your Account Executive.