Account and Billing https://help.smartsheet.com/ en Request Vendor Onboarding Documents and Payment Details https://help.smartsheet.com/articles/2482429-request-vendor-onboarding-documents-and-payment-details <span class="field field--name-title field--type-string field--label-hidden">Request Vendor Onboarding Documents and Payment Details</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Smartsheet maintains its own internal policies for its employees and does not agree to or complete customer-specific policies or documents. With over 90,000 customers, Smartsheet cannot agree to customer-specific items. We maintain compliance with laws applicable to us as a US-based service provider. In lieu of filling out your documents, we are able to provide a comprehensive <strong>Customer Welcome Packet</strong>.</p> <h3>What the Customer Welcome Packet contains</h3> <p>The packet contains all of the information you need to add Smartsheet as a vendor in your system including:</p> <ul> <li aria-level="1">Payment details</li> <li aria-level="1">Most recent W-9</li> <li aria-level="1">Confirmation of banking details from our bank </li> </ul> <h3>Request a Customer Welcome Packet</h3> <p>To obtain a Customer Welcome Packet, visit the <a href="/contact/billing">Get Help with a Billing or Account Request</a> form, and select <strong>Request vendor onboarding documents</strong> under <strong>Which category best describes your reason for contacting us? </strong></p> <p>We’ll provide you with the Customer Welcome Packet as soon as we are able to verify that you (the requestor or company) are a new or existing Smartsheet customer.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 07/19/2021 - 15:17</span> Mon, 19 Jul 2021 22:17:18 +0000 max.furukawa 2482429 at https://help.smartsheet.com Upgrade or Add Licenses to Your Smartsheet Plan https://help.smartsheet.com/articles/2481972-upgrade-add-licenses <span class="field field--name-title field--type-string field--label-hidden">Upgrade or Add Licenses to Your Smartsheet Plan</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>How you upgrade, add licenses, or request add-ons will depend on your plan type. </p> <h3>Upgrade an Enterprise plan</h3> <p>To increase the number of licenses associated with your plan or to purchase additional products or add-ons, submit your request through the Add Licenses form on the Smartsheet website. Your account manager will contact you.</p> <p style="text-align: center;"><a class="green button" href="https://www.smartsheet.com/contact/increase-licenses" target="_blank">Request Upgrade for Enterprise Plan</a></p> <h3>Upgrade a Trial, Pro, or Business plan</h3> <p><span class="note">If you don't see the options described here, it's likely that your account is a Bill To or Invoice account. To make changes to this type of account, please <a href="https://help.smartsheet.com/contact/billing">Contact Smartsheet Billing</a>. </span></p> <ol> <li>Click your account image in the lower-left corner of the Smartsheet window and then click <strong>Plan Info</strong>.</li> <li>Do one of the following to display the<strong> Change Your Plan</strong> window:<br /> <br /> If you are a trial subscriber, click <strong>Upgrade My Account</strong>.<br /> -or-<br /> If you are an existing subscriber, click <strong>Upgrade</strong> or <strong>Add Licenses/Change Plan</strong>.<br />  </li> <li>Select the option for the plan you want to upgrade to and select your payment term.</li> <li>To pay with a credit card, click <strong>Add Card</strong> to display the secured Credit Card screen. Enter your credit card information.</li> <li>Click <strong>Purchase</strong>.</li> </ol> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/104356" typeof="schema:Person" property="schema:name" datatype="">max.furukawa</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 08/21/2020 - 13:49</span> Fri, 21 Aug 2020 20:49:49 +0000 max.furukawa 2481972 at https://help.smartsheet.com Review or change account, plan, or billing info https://help.smartsheet.com/articles/792868-reviewing-your-account-plan-billing-info <span class="field field--name-title field--type-string field--label-hidden">Review or change account, plan, or billing info</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p style="line-height:1.38; margin-bottom:13px">Your role on your Smartsheet account determines what you will see when you access account management features. You may not be able to change billing information or add new licenses. Check first to see who owns the account, and contact them if you cannot make the changes you want. </p> <ul> <li>Select <strong>Account </strong>&gt; <strong>Plan &amp; Billing Info </strong>&gt; <strong>Account Details </strong>to find your primary account owner.</li> </ul> <h3>Change payment information</h3> <p>Before you change your payment method from credit card to invoicing, download all previous receipts for record-keeping. </p> <p><span class="note">If you don't see the options presented below, contact <a href="https://help.smartsheet.com/finance-support">Smartsheet Billing Support</a>. Not all invoiced customers have self-service options. </span></p> <ol> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account  </strong>&gt; <strong>Plan &amp; Billing Info</strong>. </li> <li aria-level="1">Select <strong>Edit Address &amp; Payment Info</strong>. </li> <li aria-level="1">In the <strong>Edit Your Payment Information</strong> dialog, complete the necessary steps. <ul> <li aria-level="2"><strong>Update Your Credit Card Info</strong>: Select <strong>Edit Card</strong>. Enter your new credit card number and billing address and select <strong>Save</strong>.</li> <li aria-level="2"><strong>Update Invoice Billing Info</strong>: Enter your updated billing information and select Save.</li> <li aria-level="2"><strong>Update Your Payment Method</strong>: Choose the payment method you would like to use. Update your payment method, and then select <strong>Save</strong>.</li> </ul> </li> </ol> <h4>Additional payment changes</h4> <p>You can update your payment information from the <strong>Plan &amp; Billing Info </strong>screen, but you will need to <strong><a href="https://help.smartsheet.com/contact/billing">contact the billing team</a></strong> if you want to:</p> <ul> <li>Change your payment method (for example, from credit card to invoice)</li> <li aria-level="1">Change your payment currency</li> <li aria-level="1">Change the PayPay account associated with your Smartsheet account  </li> </ul> <h3>View and download receipts and history</h3> <p>If you pay via invoice, contact <a href="https://help.smartsheet.com/finance-support">Smartsheet billing support</a> to request copies of past receipts. </p> <p>Your billing history includes payment dates, amounts, and receipt copies.</p> <ol> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account </strong>&gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">Select <strong>View Receipts &amp; History</strong>. </li> <li aria-level="1">Optional: To choose between downloading a receipt and an invoice, or adding additional details to your receipt, select <strong>Add additional details to your receipt</strong>.</li> <li aria-level="1">To download a PDF of a receipt or invoice, select the receipt or invoice name in the <strong>Receipt </strong>column.</li> </ol> <h3>Change the account name</h3> <ul> <li aria-level="1">To change the account name select the <strong>Edit Account Details</strong> tab.</li> </ul> <p><b data-stringify-type="bold">Change your tax information</b><br /> You can now provide Smartsheet with your business address and tax id.The primary address is the physical address associated with the account. This is used to calculate the appropriate taxes. Your physical address does not have to be the same as your billing address.</p> <p>If you are a non-U.S. customer, you should also provide Smartsheet with your Value Add Tax ID or your Goods and Services Tax ID. This ensures you receive the proper tax treatment. The ID number will also appear on any invoices you receive from Smartsheet.</p> <h4>To provide your VAT or GST:</h4> <ol data-border="0" data-indent="0" data-stringify-type="ordered-list"> <li data-stringify-border="0" data-stringify-indent="0">In the lower-left corner, click your account icon and then and click <strong>Plan Info</strong> or <strong>Plan &amp; Billing Info.</strong></li> <li data-stringify-border="0" data-stringify-indent="0">On the<strong> Account Details</strong> tab and select the <strong>Edit Account Details</strong> button.</li> <li data-stringify-border="0" data-stringify-indent="0">Enter the account's primary physical address. You must do this before providing any additional tax information.</li> <li data-stringify-border="0" data-stringify-indent="0">Select <strong>Yes </strong>for <strong>Is your business registered for VAT / GST? </strong></li> <li data-stringify-border="0" data-stringify-indent="0">Enter your VAT or GST identification number and then select <strong>Save</strong>.</li> </ol> <h3>Add licenses</h3> <p>Pro and Business plan users who pay with a credit card or PayPal can add licenses. </p> <ul> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account </strong>&gt; <strong>Plan &amp; Billing Info</strong> &gt;<strong>Add Licenses/Change Plan</strong>. </li> </ul> <p>Direct billing customers can add licenses, but your account must meet the following criteria:</p> <ul> <li aria-level="1">Your subscription has no product add-ons (Advance, Premium Apps, etc.)</li> <li aria-level="1">You did not purchase Smartsheet through  a reseller</li> <li aria-level="1">Your account does not have special pricing (discounts, negotiated prices, tiered prices, block pricing)</li> <li aria-level="1">You do not require a purchase order</li> <li aria-level="1">Your account is more than 45 days away from the next renewal date</li> </ul> <p>For more information see: </p> <ul> <li aria-level="1"><a href="https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free">Options for canceling an accoun</a>t</li> <li aria-level="1"><a href="https://help.smartsheet.com/articles/2481972-upgrade-add-licenses-or-downgrade-your-smartsheet-plan">Upgrade or add licenses to your Smartsheet plan</a></li> </ul> <p>Still have questions? Contact <a href="https://help.smartsheet.com/finance-support">Smartsheet Billing Support</a>.</p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 10/16/2012 - 19:13</span> Wed, 17 Oct 2012 02:13:51 +0000 admin 792868 at https://help.smartsheet.com Smartsheet Billing: Frequently Asked Questions https://help.smartsheet.com/articles/2480016-smartsheet-billing-faq <span class="field field--name-title field--type-string field--label-hidden">Smartsheet Billing: Frequently Asked Questions</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Here are answers customers commonly have for our account and billing team.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 08/13/2019 - 17:22</span> <div class="field field--name-faq field--type-entity-reference-revisions field--label-hidden field__item"> <div id="p-id-6548" class="faq"> <div class="container"> <div class="questions"> <div class="field field--name-field-faq-item field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="wherecanIfind">Where can I find the Smartsheet W-9 form?</h4> </div> <div class="answer js-closed"> <p><span style="font-size: 16px;"><a name="w9" id="w9"></a>You can download the Smartsheet W-9 form </span><a href="https://www.smartsheet.com/sites/default/files/2021-01/Smartsheet-Inc-W-9-01-2021.pdf" style="font-size: 16px;">here</a><span style="font-size: 16px;">. </span></p> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="howmanylicensesdoes">How many licenses does my organization have?</h4> </div> <div class="answer js-closed"> <p><a name="licenses" id="licenses"></a>How you see the number of licenses associated with your account will depend on your plan type (if you’re not sure what plan type you have, please see the article <a href="https://help.smartsheet.com/articles/2476781-identify-smartsheet-plan-user-type">Identify Your Smartsheet Plan and User Type</a>).</p> <p>If you are part of an Enterprise plan, have your System Admin contact your Smartsheet sales rep (<a href="https://www.smartsheet.com/contact-us-sales">contact our sales team</a>).</p> <h4><span id="cke_bm_308S" style="display: none;"> </span>Find the Number of Licenses Associated with a Business Plan</h4> <p>You must be a System Admin to view the number of licenses associated with your plan.</p> <p>If you’re on a Business plan, here’s how you can view how many licenses are associated with your account: </p> <ol> <li>Click your account image in the upper-right corner of the Smartsheet window and click <strong>Account Admin</strong> (or <a href="https://app.smartsheet.com/b/home?lx=Wrh7X6iF3aIzpU3WZfxNdg">click here</a> to go straight to the Account Administration window).</li> <li>In the left pane, click <strong>Plan &amp; Billing Info.</strong></li> </ol> <p>The number of licenses you have will be visible next to <strong>Licensed Users</strong> (you’ll see how many licenses have been allocated and how many licenses are available). In the image below, the customer has a total of 5 licenses: 2 are allocated out of a total of 5 licenses.<br /> <br /> <img alt="Plan &amp; Billing Info Pane" data-entity-type="file" data-entity-uuid="8085f2cb-0e0c-4522-b793-526e5c9a9a09" src="/sites/default/files/inline-images/Billing_FAQ_Lic_1.png" width="604" height="183" loading="lazy" /></p> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="mycreditcardpayment">My credit card payment failed. How can I avoid a disruption in service?</h4> </div> <div class="answer js-closed"> <p><a name="card" id="card"></a>The most common reason for a failed credit card payment is that the credit card associated with the Smartsheet account has expired or has been suspended for some other reason. There’s no need to panic, Smartsheet grants you a limited grace period so that you have time to update the credit card information to one that is not expired or blocked.</p> <p>To ensure that your account remains active, please follow the steps in the article Review or <a href="/articles/792868">Change Account, Plan, or Billing Info</a> to update the payment information.</p> <p>If you are unaware of a change in your credit card status, please contact your bank for further assistance.</p> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="wherecanIget">Where can I get a receipt or invoice?</h4> </div> <div class="answer js-closed"> <p><a name="receipt" id="receipt"></a>The method you use to get a receipt or invoice will depend on how you pay for Smartsheet.</p> <h4>Credit Card or PayPal</h4> <p>If you pay for Smartsheet using a Credit Card or PayPal, you can locate your billing history right from Smartsheet. You’ll find specific instructions in the help article <a href="/articles/792868#view">Review or Change Account, Plan, or Billing Info.</a></p> <h4>Invoice</h4> <p>If you pay via invoice, you can request a copy of an invoice by <a href="https://app.smartsheet.com/b/form/de7437bd9bbc492f8e6a24c59024886d?&amp;_ga=2.99877854.1745017115.1648480707-2020601555.1636570639.">contacting our Finance Department.</a> Please include the invoice number in your request.</p> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="howdoImake">How do I make a credit card payment for an invoice?</h4> </div> <div class="answer js-closed"> <p><a name="cc_invoice" id="cc_invoice"></a>Effective July 22, 2020, our process has changed for credit card payments. A new Credit Card link has been added to the bottom of your invoice, by following the payment link you will no longer have to log into your Smartsheet account to pay your invoice by credit card. It’s that simple.</p> <p>If you were a customer prior to July 22nd, you can still access your invoice history through the Smartsheet Customer Center, but you will no longer be able to make credit card payments through it. If you received an invoice prior to July 22nd without the payment link on the invoice, simply request a copy <a href="https://app.smartsheet.com/b/form/de7437bd9bbc492f8e6a24c59024886d?_ga=2.3280628.594900706.1594736774-1029365852.1594736774">here</a>, and the invoice you receive will be updated with the new payment link to pay by credit card.</p> <p>If you have any further questions, please visit our <a href="https://www.smartsheet.com/finance-support">Finance Support page</a>.</p> <p> </p> </div> </div> </div> </div> </div> </div> </div> Wed, 14 Aug 2019 00:22:21 +0000 gwyneth.casazza@smartsheet.com 2480016 at https://help.smartsheet.com Accepted Payment Types and Currencies https://help.smartsheet.com/articles/807556-accepted-payment-types-currencies <span class="field field--name-title field--type-string field--label-hidden">Accepted Payment Types and Currencies</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>You can pay for you Smartsheet subscription in any of the following ways:</p> <ul> <li>Credit card: Visa, MasterCard, or Discover (we also accept payment through American Express in US Dollars only)</li> <li>PayPal</li> <li>Invoicing: Available for annual Business, and Enterprise plans and payable by credit card, wire transfer, ACH-Credit, and bank transfer (ACH-Debit).</li> </ul> <p>When using one of the above payment options, we accept the following currencies:</p> <ul> <li>US Dollar - USD</li> <li>Australian Dollar - AUD</li> <li>Canadian Dollar - CAD</li> <li>Euro - EUR</li> <li>British Pound - GBP</li> <li>Japanese Yen - JPY</li> <li>Swedish Krone - SEK</li> <li>Norwegian Krone - NOK</li> <li>Danish Krone - DKK</li> <li>Swiss Franc - CHF</li> <li>South African Rand - ZAR</li> <li>Singapore Dollar - SGD</li> <li>New Zealand Dollar - NZD</li> </ul> <p>For information about plans and pricing, including which features are included in each plan, visit the <a href="http://www.smartsheet.com/pricing">Pricing</a> page on the Smartsheet website.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 10/25/2012 - 13:05</span> Thu, 25 Oct 2012 20:05:27 +0000 admin 807556 at https://help.smartsheet.com Options for canceling a Smartsheet account https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free <span class="field field--name-title field--type-string field--label-hidden">Options for canceling a Smartsheet account</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>How you cancel an account will depend on your plan type and how you pay for that account:</p> <ul> <li aria-level="1" style="list-style-type:disc"><strong>For Enterprise plan users:</strong> Contact your sales representative, or contact the <a href="https://help.smartsheet.com/contact/downgrade">Account and Billing team</a>.</li> <li aria-level="1" style="list-style-type:disc"><strong>For Pro or Business plan users:</strong> Review the cancelation options in this article.</li> </ul> <p><span class="note">Pro-rated refunds are not offered for canceled accounts. Please refer to the <a href="https://www.smartsheet.com/legal/user-agreement">Smartsheet User Agreement</a> for more details about cancelation terms.</span></p> <p><span class="important">If you cancel a plan type that is no longer available for purchase from Smartsheet—a <a href="/articles/2321743">Team or Advanced plan,</a> for example—you will not be able to re-purchase that plan type at a later date.</span></p> <h3>Before you cancel: Save your data</h3> <p style="line-height:1.38">If you want to retain access to your sheets or the data those sheets contain, you have two options:</p> <ul> <li aria-level="1"><a href="https://help.smartsheet.com/articles/520103">Transfer the sheet ownership to a licensed user:</a> Do this if you want to allow others to continue using the sheets in Smartsheet.  </li> <li aria-level="1"><a href="https://help.smartsheet.com/articles/770623">Export the sheet data:</a> Do this if you want to make the data available for use in another program such as Microsoft Excel or Google Sheets.</li> </ul> <h3>Cancel when paying with an invoice</h3> <p><span class="note">Cancelation requests must be made by a System Administrator.</span></p> <p style="line-height:1.38">You can <a href="https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free#toc-cancel-and-switch-to-free-or-delete-your-account">cancel directly through the application</a> if you purchased your invoice plan through the Smartsheet app. But if your plan was purchased through Smartsheet’s Sales team, and you’re making payments to Smartsheet through an invoice: </p> <ol> <li aria-level="1">Select the <strong>Invoice Account: Request to Cancel Plan</strong> button.</li> <li aria-level="1">Fill out the form.  <ul> <li aria-level="2">In the <strong>Please select the type of downgrade</strong> list, choose any of these options: <ul> <li aria-level="3"><strong>Downgrade to a different plan type</strong></li> <li aria-level="3"><strong>Remove licenses</strong></li> <li aria-level="3"><strong>Discontinue an add-on or other product</strong></li> <li aria-level="3"><strong>Cancel subscription</strong></li> </ul> </li> </ul> </li> </ol> <p style="text-align: center;"><a class="green button" href="/contact/downgrade" target="_blank">Invoice Account: Request to Cancel Plan</a></p> <p>If you have other billing concerns, visit the <a href="https://www.smartsheet.com/finance-support">Customer Support Center</a>.</p> <h3>Summary of cancelation options</h3> <p style="line-height:1.38">You have two options for canceling a paid account: <strong>Cancel Account</strong> and <strong>Delete Account</strong>. Here’s what will happen when you choose either of these options:</p> <ul> <li aria-level="1"><a href="https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free#free">Cancel Account</a> <ul> <li aria-level="2">Your Smartsheet items will become read-only files and will be deleted after 30 days.</li> <li aria-level="2">You’ll still have access to Smartsheet files that have been shared with you.</li> <li aria-level="2">You’ll be unable to create new Smartsheet files.</li> </ul> </li> <li aria-level="1"><a href="https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free#delete">Delete Account</a> <ul> <li aria-level="2">Your account will be deactivated immediately.</li> <li aria-level="2">Your Smartsheet files will be deleted.</li> <li aria-level="2">All users in your account will lose their licenses immediately, and their Smartsheet files will be deleted too.</li> </ul> </li> </ul> <h3>Cancel and switch to free, or delete your account</h3> <p><a id="free"></a></p> <p>You can cancel your paid subscription only at the end of your plan term. When you switch to a free account, you’ll still have access to sheets that are currently shared to you and any sheets that are shared to you in the future.</p> <p>These same instructions can be used to cancel a 30-day trial and switch to a free collaborator account.</p> <h4 style="line-height:1.38; margin-top:19px; margin-bottom:13px">To cancel a paid account and switch to a free account</h4> <ol> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">In the <strong>Plan &amp; Billing Info</strong> tab, select <strong>Cancel Account</strong>.</li> <li aria-level="1">In the dialog that appears, choose <strong>Cancel Account</strong>.</li> <li aria-level="1">In the <strong>Cancel Account</strong> dialog, choose either of these options: <ul> <li aria-level="2"><strong>Cancel account at the end of my current subscription:</strong> Your sheets will become read-only for 30 days when your current subscription expires. After 30 days, the system will delete those files. </li> <li aria-level="2"><strong>Cancel account immediately: </strong>Your sheets will become read-only immediately. </li> </ul> </li> <li aria-level="1">To save the account change, select <strong>Save</strong>. </li> <li aria-level="1">In the dialog that appears, fill out the survey. </li> <li aria-level="1">Select <strong>OK</strong>.</li> </ol> <h4 style="line-height:1.38; margin-top:19px; margin-bottom:13px">To cancel your Legacy Plan</h4> <ol> <li aria-level="1">Sign in to your paid account through <a href="https://app.smartsheet.com/b/home">https://app.smartsheet.com/b/home</a>.<br /> <span class="note">In case you’ve forgotten your password, you can reset it at <a href="https://app.smartsheet.com/b/pwd">https://app.smartsheet.com/b/pwd</a>.</span></li> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">In the <strong>Plan &amp; Billing Info</strong> tab, select <strong>Cancel Account</strong>.</li> <li aria-level="1">Choose either of these options: <ul> <li aria-level="2"><strong>Cancel Account:</strong> To cancel your account on the next renewal date </li> <li aria-level="2"><strong>Delete Account:</strong> To close your account immediately</li> </ul> </li> <li aria-level="1">Confirm the changes you’ve made. </li> </ol> <h4>To cancel your Business Plan or Pro Plan</h4> <ol> <li aria-level="1">Sign in to your account through <a href="https://app.smartsheet.com/b/home">https://app.smartsheet.com/b/home</a>.<br /> <span class="note">In case you’ve forgotten your password, you can reset it at <a href="https://app.smartsheet.com/b/pwd">https://app.smartsheet.com/b/pwd</a>.</span></li> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">In the <strong>Plan &amp; Billing</strong> Info tab, select <strong>Cancel Account</strong>.</li> <li aria-level="1">In the dialog that appears, select either of these options: <ul> <li aria-level="2"><strong>I changed my mind:</strong> If you decide not to cancel</li> <li aria-level="2"><strong>Cancel my plan:</strong> To proceed with the cancelation process</li> </ul> </li> <li aria-level="1">On the final confirmation page, review the list of things you’ll lose when you cancel. </li> <li aria-level="1">Then confirm the final action you’d like to take: <ul> <li aria-level="2"><strong>I changed my mind:</strong> If you wish to reconsider </li> <li aria-level="2"><strong>Confirm cancellation:</strong> To completely cancel your plan</li> </ul> </li> </ol> <p>Once you’ve confirmed the cancelation, a confirmation page will appear, indicating you’ve successfully canceled your plan. It will also specify the date of when your plan is going to be canceled. </p> <p>The system will completely close your account on that date. If you wish to cancel immediately, follow the steps on how to delete your account. </p> <h4>To delete your account</h4> <blockquote> <p style="line-height:1.2"><strong>Before you begin</strong></p> <p>Once you decide to delete your account, the system will permanently remove all your sheets and close your account. You'll lose access to both your Smartsheet files and Smartsheet account. Make sure to<a href="https://help.smartsheet.com/articles/506499-back-up-your-data"> export your data before you delete your account</a>.</p> </blockquote> <ol> <li aria-level="1" style="list-style-type:decimal">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">In the <strong>Plan &amp; Billing Info</strong> tab, select <strong>Cancel Account</strong>.</li> <li aria-level="1">In the dialog that appears, choose <strong>Delete Account</strong>.</li> <li aria-level="1">In the dialog that appears, fill out the survey. </li> <li aria-level="1">Select <strong>OK</strong>.</li> </ol> <h4 style="line-height:1.38; margin-top:19px; margin-bottom:5px">To start your subscription again </h4> <ol> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>. </li> <li aria-level="1">In the <strong>Plan &amp; Billing Info</strong> tab, select <strong>Renew Payment</strong>.</li> </ol> <h3>Deactivate your account<a id="delete"></a></h3> <blockquote> <p><strong>Before you begin</strong></p> <p>If you have a Business Plan or Pro Plan, you won’t have the option to deactivate your account. This option will be available to you only when you set your account for cancelation during the renewal process. </p> </blockquote> <ol> <li aria-level="1" style="list-style-type:decimal">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Account Admin</strong> &gt; <strong>Plan &amp; Billing Info</strong>.</li> <li aria-level="1">To open the <strong>Cancel Account</strong> dialog, select <strong>Cancel Account</strong>. </li> <li aria-level="1">To confirm the cancelation, select <strong>Deactivate Account</strong>, and then press <strong>OK</strong>.</li> </ol> <p><span class="note">If you reset your login or re-subscribe before the sheets are removed, you’ll be able to recover sheets from <strong>Deleted Items</strong>. Read the <a href="https://help.smartsheet.com/articles/504600">Delete a Sheet</a> help article to learn how to recover deleted items.</span></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 04/26/2012 - 11:06</span> Thu, 26 Apr 2012 18:06:47 +0000 admin 506604 at https://help.smartsheet.com Manage subscriptions and licences when transferring items https://help.smartsheet.com/articles/1235045-transfer-a-paid-subscription <span class="field field--name-title field--type-string field--label-hidden">Manage subscriptions and licences when transferring items</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>You’ll need two types of users to effectively manage your account:</p> <ul> <li aria-level="1">A SysAdmin to manage users</li> <li aria-level="1">A billing contact</li> </ul> <p>They can both be the same person, though it’s useful to have more than one Sys Admin, especially when you’re changing roles for your team. </p> <p>You can not transfer a Smartsheet account, but you can change <a href="https://help.smartsheet.com/articles/520100-user-types">user roles</a>, <a href="https://help.smartsheet.com/articles/888766-changing-the-main-contact-account-name-team-business-enterprise-">contact information</a>, or <a href="https://help.smartsheet.com/articles/792868-reviewing-your-account-plan-billing-info">billing information</a> for that account.</p> <p>You can also <a href="https://help.smartsheet.com/articles/2481616-replace-a-licensed-user-when-all-licenses-are-allocated">remove a licence from a user</a>. When you remove a license, you’ll decide if you want to transfer the items owned by that user or remove them without transferring the items. </p> <h3>Assigning licenses to users when you transfer items</h3> <p>If you have not reached the license limit in your plan, you can assign a license to your target user then transfer all owned items to them upon deletion of the user that they are replacing. If you’ve reached your license limit, then you’ll need to free up a license to complete the transfer:</p> <ol> <li aria-level="1">Log in to <strong>Smartsheet Admin Center</strong> as a System Admin and open the left panel to access <strong>User Management</strong>.</li> <li aria-level="1">To open the <strong>Edit User</strong> panel, select the licensed user whose access you want to transfer, and toggle the <strong>Licensed User </strong>switch to off. </li> <li aria-level="1">In the <strong>Transfer Ownership and Remove License</strong> window, select Remove without transferring items. This will free up the license so that it can be reassigned.<br /> <span class="note">All of the user's owned sheets will become temporarily locked in a read-only state until they're transferred to the new user. Also, if the user was a Group Admin, you will have to transfer their owned groups to an active Group Admin or System Admin. This will not affect any sharing access at the group level. </span></li> <li aria-level="1">If the new user has already been added to your plan as a free user, assign them a license. If they have not been added to your plan yet, select <strong>Add User </strong>at the top left of the User Management page to send them an invitation with the Licensed User role.</li> <li aria-level="1">When the new user accepts the invitation, their Member Status in User Management will change from Invited to Accepted.</li> <li aria-level="1">Once the new user has accepted the invitation, find the previous user in User Management and open the<strong> Edit User </strong>panel. Select the three-dot menu icon at the upper-right to Transfer Owned Items. Once the items are transferred to the new user, the sheets that were read-only in step 2 will be reactivated.<br /> <span class="note">Only item ownership is transferred. Sheets owned by other users and shared to the previous user will need to be re-shared to the new user. </span></li> </ol> <p>Sheets in the previous user’s sheets directory will be placed in a<strong> Transferred from</strong> (username) folder in the new owner's <strong>Browse </strong>directory (accessible from the left panel). Sheets in workspaces will remain in established workspaces. All sheets retain their sharing permissions and sheet data. The previous owner can now be removed from sharing.</p> <p>If the previous user owns sheets in a workspace that is owned by someone else, and the target owner is not the Owner or an Admin of the workspace, then the sheets will be moved to the <strong>Transferred from </strong>(username) folder in the new owner's Sheets directory. The sharing permissions from the workspace will be retained at the sheet level, but the sheets will no longer be in the workspace.</p> <p>Optionally, you can remove the user whose access was transferred from the account. For information about how to do this, see <a href="https://help.smartsheet.com/articles/795920#deleteusers">Manage Users in an Enterprise or Business Plan</a>.</p> <p> </p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 07/24/2013 - 11:07</span> Wed, 24 Jul 2013 18:07:11 +0000 admin 1235045 at https://help.smartsheet.com State Sales Tax FAQ https://help.smartsheet.com/articles/907686-state-sales-tax-faq <span class="field field--name-title field--type-string field--label-hidden">State Sales Tax FAQ</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Smartsheet is required to collect sales tax from customers located in specific states. In order to properly comply with these requirements, we're required to collect shipping address information from our customers.</p> <p>For more information on sales tax for specific states, please contact the state’s Department of Revenue.</p> <hr /> <h3><a id="state"></a>Which states are subject to tax?</h3> <p>At this time, Smartsheet is only required to collect sales tax from customers located in the following states:</p> <p>Arizona<br /> City of Chicago, Illinois<br /> City of Denver, Colorado<br /> Connecticut<br /> District of Columbia<br /> Hawaii<br /> Indiana<br /> Maryland <br /> Massachusetts<br /> Mississippi<br /> New Mexico<br /> New York<br /> Ohio<br /> Pennsylvania<br /> Rhode Island<br /> South Carolina<br /> South Dakota<br /> Tennessee<br /> Texas<br /> Utah<br /> Washington<br /> West Virginia</p> <p>Other states may be added in the future.</p> <h3><a id="location"></a>How is customer location determined?</h3> <p>Customer location, and subsequently the sales tax rate, is determined by your shipping address.</p> <h3>I don’t reside in a state that requires Smartsheet to collect sales tax. Why do I need to provide my address?</h3> <p>In order to properly comply with tax reporting requirements, we must have address information for all of our customers. New customers will be asked to supply their address information at time of purchase.</p> <h3><a id="rates"></a>What are the applicable sales tax rates?</h3> <p>Smartsheet is integrated to a third-party tax calculation service provider. Your tax amount is provided separately from the total price so that you may verify your rate. If you have any questions about a transaction or the tax charged, please <a href="https://www.smartsheet.com/gethelp?contactType=billing">contact our Finance Department.</a> </p> <h3>Will my past transactions be taxed?</h3> <p> Past transaction will be taxed if it is discovered that the transaction should have been taxed.</p> <h3><a id="nonprofit"></a>We're a non-profit, do we still have to pay sales tax?</h3> <p>We're required to collect sales tax from all customers located in states that require it, including non-profit companies and government agencies. If you are exempt from state sales tax, please provide applicable documentation using this <a href="https://app.smartsheet.com/b/form/0b8dc11dde584213a639c93f8159e69f">webform</a>. We are required to have official documentation for our records if we do not charge sales tax.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 12/28/2012 - 13:20</span> Fri, 28 Dec 2012 21:20:00 +0000 admin 907686 at https://help.smartsheet.com Change the account name or designated main contact for your plan https://help.smartsheet.com/articles/888766-changing-the-main-contact-account-name-team-business-enterprise- <span class="field field--name-title field--type-string field--label-hidden">Change the account name or designated main contact for your plan</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p style="line-height:1.38">There are two important details when you need to verify account ownership or manage account access with Smartsheet: </p> <ul> <li aria-level="1"><strong>Main contact </strong></li> <li aria-level="1"><strong>Account name</strong></li> </ul> <p>The main contact of a Business Plan or Enterprise Plan is typically the System Admin (SysAdmin) who purchased the subscription. If the main contact ever leaves the company or no longer wishes to maintain the designation, you should designate a new main contact for the account.</p> <p>You'll see the account name: </p> <ul> <li aria-level="1">On receipts of payment made to Smartsheet </li> <li aria-level="1">In email messages inviting users to the account, and </li> <li aria-level="1">In the Account Administration form</li> <li aria-level="1">Other places where the account name appears</li> </ul> <h3>To change the account name or designate a new main contact</h3> <ol> <li>On the left <strong>Navigation Bar</strong>, select <strong>Account</strong>. </li> <li>Select <strong>Account Admin</strong>.</li> <li>In the <strong>Account Administration</strong> form, select the <strong>Account Details</strong> tab.</li> <li>Select <strong>Edit Account Details</strong>. <br /> <img alt="A screenshot of the Account Details tab in the Account Administration form " data-entity-type="file" data-entity-uuid="8b60fcb9-ef6b-4869-9ce1-1cf71cbb3540" height="563" src="/sites/default/files/inline-images/4124%20Account%20Adminstration%20form.png" width="958" loading="lazy" /></li> <li>Input your changes.</li> <li>Select <strong>Save</strong>.</li> </ol> <p>After an additional SysAdmin has joined the account, you can designate them as the main contact.</p> <p><span class="note">The main contact can be anyone with SysAdmin access to the account. If there is only one SysAdmin on the account, the dropdown arrow for Main Contact won't be available. It's recommended to have more than one SysAdmin on an account. For instructions on how to do this, review the <a href="https://help.smartsheet.com/articles/795920">Admin Center Overview</a> article.</span></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 12/12/2012 - 17:30</span> Thu, 13 Dec 2012 01:30:08 +0000 admin 888766 at https://help.smartsheet.com Leave Your Current Smartsheet Account  https://help.smartsheet.com/articles/2476821-leave-your-current-smartsheet-account <span class="field field--name-title field--type-string field--label-hidden">Leave Your Current Smartsheet Account </span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>In certain situations (for example, needing to join another Smartsheet account) you may need to leave your current account. In situations where you need to join another Smartsheet account, you'll need to coordinate with the System Admin on your current account so that they can remove you.  </p> <p><span class="note">If you're a non-licensed user, you'll be immediately removed from the organization. If you're a licensed user your Sys Admin will receive your request to be removed; the Sys Admin must complete the process for you. </span></p> <h3>Before You Begin</h3> <p>If you are a System Admin, you can't remove yourself from an account.</p> <p>If you're a System Admin and would like to be removed from an account, reach out to another System Admin (or promote someone else to System Admin) and they'll be able to remove you with the steps provided in the <a href="/articles/795920#editoneuser">Manage Users in an Enterprise or Business Plan</a> article.<br />  <br /> It may be beneficial to speak with the current System Admin on your plan to ensure you retain access to the sheets you own, items, and shared access. </p> <hr /> <h3>Request to be Removed from an Account</h3> <ol> <li>Log in to your current account and select your <strong>Profile icon (lower left) &gt; Account Admin</strong>.<br /> <br /> <img alt="account admin" data-entity-type="file" data-entity-uuid="f56e229c-ce2d-4d06-9711-0d82d344fad1" src="/sites/default/files/inline-images/Account-_-Account-Admin.---Menu.png" width="350" height="390" loading="lazy" /><br /> <br /> The Account Administration form appears.<br /> <br />  </li> <li>Select <strong>Remove Me from Account</strong> to create a removal request email message for the System Admin labeled as the main contact on your plan. <br /> <br /> <img alt="remove me from account button" data-entity-type="file" data-entity-uuid="ef06183a-50da-4006-8a23-b702a4daceef" src="/sites/default/files/inline-images/Remover-Me-from-Account---Button-%281%29.png" width="400" height="241" loading="lazy" /><br /> <br /> TIP: You can provide context to your request by typing in the field below the Subject. This will appear in the body of the removal email that is sent to your System Admin.<br /> <br /> <img alt="remove me from account form" data-entity-type="file" data-entity-uuid="9401d0c7-05be-4913-a961-333e70f8b1e7" src="/sites/default/files/inline-images/Remove-Me-from-Account---Email-Form.png" width="350" height="350" loading="lazy" /><br />  </li> <li>Click the <strong>Send</strong> button.</li> </ol> <p>The System Admin will receive an email message—complete with your email address and anything that you typed in the Subject field—with your request to be removed from the account.</p> <h3>System Admin: When You Receive a Removal Request</h3> <p>You may receive an email message similar to the example below with a request for you to remove someone from the Smartsheet account that you manage.<br /> <br /> <img alt="Removal email message" data-entity-type="file" data-entity-uuid="d79d4b6a-7f76-43b8-b891-81571bffc0fe" src="/sites/default/files/inline-images/SysAdmin-User-Removal-Request---Email.png" width="400" height="164" loading="lazy" /></p> <p>From this message, you can click <strong>Manage Users</strong> to quickly remove the person who is making the request from the account. Learn more about this process in the <a href="/articles/795920">managing Smartsheet users</a> help article.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/226" typeof="schema:Person" property="schema:name" datatype="">Shaine Greenwood</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 07/23/2018 - 12:25</span> Mon, 23 Jul 2018 19:25:39 +0000 Shaine Greenwood 2476821 at https://help.smartsheet.com