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 About Resource Management users and subscriptions https://help.smartsheet.com/articles/2480861-manage-my-subscription <span class="field field--name-title field--type-string field--label-hidden">About Resource Management users and subscriptions</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p dir="ltr">Resource Management has three types of users: Licensed Users, Time Tracking Users, and Managed Resources.</p> <h3 dir="ltr">Licensed Users</h3> <p><strong>Licensed Users </strong>are team members who have a login. They plan, track, or view activities.There are six permission levels for Licensed Users; learn more <a href="/articles/2480841">here</a>.</p> <h3><strong>Managed Resources</strong></h3> <p dir="ltr"><strong>Managed Resources</strong>: Managed Resources have no access to Resource Management. They cannot log in and do not have access to the data in the application.</p> <p dir="ltr">This license is for people or resources that you need to schedule in Resource Management. Managed Resource licenses allow Licensed Users to visualize the capacity of the team.</p> <p dir="ltr">You receive one free Managed Resource for each Licensed User purchased. You can purchase additional Managed Resource licenses individually.</p> <h3 dir="ltr">Change your subscription</h3> <p dir="ltr">To update your subscription:</p> <ol dir="ltr"> <li role="presentation">Go to <strong>Settings &gt; Billing</strong>.</li> <li role="presentation">Click <strong>Update Plan.</strong> </li> <li role="presentation">Select the plan that best suits your needs.</li> <li role="presentation">Click <strong>Submit</strong>.<strong> </strong></li> </ol> <p dir="ltr">If you do not see the option to update your plan on the Billing page, please contact your Account Representative or use the Help menu to reach our support team.</p> <h3 dir="ltr">Email Preferences</h3> <p dir="ltr">You can expect two kinds of communication from Resource Management: Essential Communication and Non-Essential Communication.</p> <p dir="ltr"><strong>Essential Communication</strong> is information regarding your account and includes:</p> <ul dir="ltr"> <li role="presentation">Password resets</li> <li role="presentation">New people invitations</li> <li role="presentation">Payment receipts (Account Owner only)</li> <li role="presentation">Failed payment notifications (Account Owner only)</li> <li role="presentation">Account closure confirmation (Account Owner only)</li> </ul> <p dir="ltr">This information is necessary for managing your Resource Management account. You cannot unsubscribe from Essential Communication emails. You can add <strong>Account Owner only </strong>emails by <a href="https://help.smartsheet.com/contact?contactType=10k-support">contacting us here</a>.</p> <p dir="ltr"><strong>Non-Essential Communication</strong> includes information about your trial, how to set up your account, and notifications about when it will expire. This communication is limited to account owners only. After the trial period, all active people will receive periodic product updates and news about Resource Management, unless you change your email preferences.</p> <p dir="ltr">We do not send emails to Managed Resources.</p> <p dir="ltr">Manage your preferences for Non-Essential Communication on the My Preferences page of your Account Settings.</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, 01/27/2020 - 09:05</span> Mon, 27 Jan 2020 17:05:34 +0000 max.furukawa 2480861 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>The <strong>Plan &amp; Billing Info</strong> section of the Account Administration window gives you options to review and manage your account.</p> <p>To upgrade or downgrade your plan, add licenses, or request an add-on or other product, please follow the instructions in <a href="/articles/2481972-upgrade-add-licenses-or-downgrade-your-smartsheet-plan">Upgrade, Add Licences, or Downgrade Your Smartsheet Plan</a>.</p> <p><span class="important">If your intent is to <strong>cancel</strong> an account, please see the article: <a href="/articles/506604">Options for Canceling Your Account</a>.</span></p> <p><span class="note">If your plan was purchased through Smartsheet’s Sales team and you are making payments to Smartsheet through an invoice, please visit the <a href="https://www.smartsheet.com/finance-support" tabindex="-1">Customer Support Center</a> and select Decrease Licenses. Cancellation requests must be made by a System Administrator.</span></p> <hr /> <h3><a id="change"></a>Change Payment Information</h3> <p><span class="important">Before you change payment method from <strong>Credit Card</strong> to <strong>Invoicing</strong>, 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.</span></p> <ol> <li>Click your account image in the lower left corner of the Smartsheet window and click <b>Account Admin...</b>.</li> <li>From the Admin Center menu, select <strong>Plan and Billing Info</strong> to open the Account Administration window. For more information about Admin Center, see <a href="https://help.smartsheet.com/articles/2481889-admin-center-overview">Admin Center Overview</a>.</li> <li>Choose one of the following: <ul> <li><strong>Update Your Credit Card Info: </strong>If you pay with a credit card and you need to update the details or change to another credit card, click <strong>Edit Address &amp; Payment Info &gt; Add Card.</strong> Enter your new credit card number and billing address, and then click<strong> Save. </strong></li> <li><strong>Update Invoice Billing Info: </strong>If you want to update your billing information on your invoice, click <strong>Edit Address &amp; Payment Info.</strong> Enter your updated billing information, and then click <strong>Save. </strong></li> <li><strong>Change Your Payment Method: </strong>If you want to change your payment method, click <strong>Edit Address &amp; Payment Info.</strong> Choose the payment method you would like to use, complete the window, and click <strong>Save.</strong></li> </ul> </li> </ol> <h3>Change Payment Information (PayPal)</h3> <p>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 <a href="/contact/billing">contact us</a>.</p> <h3>View and Download Receipts and History</h3> <p>Your billing history includes your payment dates, payment amounts, and a copy of each receipt.</p> <ol> <li>Click your account image in the lower left corner of the Smartsheet window and click <b>Account Admin...</b>.</li> <li>From the Admin Center menu, select <strong>Plan and Billing Info</strong> to open the Account Administration window. For more information about Admin Center, see <a href="https://help.smartsheet.com/articles/2481889-admin-center-overview">Admin Center Overview</a>.</li> <li>Click <strong>View Receipts &amp; History </strong>to open the Payment History window and display your billing history. </li> <li>(Optional) To choose between downloading a Receipt and an Invoice, or to add additional details to your receipt, click<strong> Add additional details to your receipt.</strong></li> <li>To download a PDF of a receipt or invoice, click the receipt or invoice name in the Receipt column.</li> </ol> <p><span class="note">To change the account name listed on the receipt, close the Payment History window, and click the current account name listed next to <strong>Account Administration.</strong></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">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 doing either of the following:</p> <p><strong>Method 1:</strong> If you are the primary billing contact, you can view previous invoices and receipts directly through the Smartsheet Customer Center:</p> <ol> <li>Log in to the Smartsheet Customer Center.<br /> <br /> For help with logging in to the Smartsheet Customer Center, see <a href="#customer_center">How Do I Access the Smartsheet Customer Center?</a></li> <li>From the Smartsheet Customer Center, choose the <strong>Billing</strong> option (in the middle of the screen).</li> <li>Choose <strong>See All Transactions.</strong><br /> <br /> You’ll see a list of invoices and transaction.<br />  </li> <li>Select the invoice that you want a copy of and choose to print, email, or fax your invoice or receipt as desired.</li> </ol> <p><strong>Method 2: </strong>Request a copy of an invoice by <a href="/contact?contactType=billing">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. To cancel an Enterprise plan, please contact your sales representative directly or contact our <a href="/contact/downgrade">Account and Billing</a> team. For a Pro or Business plan, please review the cancelation options here.</p> <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 detail 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>Before you cancel your account, if you want to retain access to your sheets or the data they contain, you have two options:</p> <ul> <li><strong>Transfer the sheet ownership to a licensed user.</strong> Do this if you want to allow others to continue using the sheets in Smartsheet. For more information, see the help article <a href="/articles/520103">Changing the Sheet Owner.</a><br />  </li> <li><strong>Export the sheet data.</strong> Do this if you want to make the data available for use in another program such as Microsoft Excel or Google Sheets. For more information, see <a href="/articles/770623">Exporting Sheets &amp; Reports from Smartsheet.</a></li> </ul> <h3>Cancel when paying with an invoice</h3> <p>If your plan was purchased through Smartsheet’s Sales team and you are making payments to Smartsheet through an invoice, please visit the <a href="https://www.smartsheet.com/finance-support">Customer Support Center</a> and select <strong>Decrease Licenses</strong>. Cancellation requests must be made by a System Administrator.</p> <p style="text-align: center;"><a class="green button" href="/contact/downgrade" target="_blank">Invoice Account: Request to Cancel Plan</a></p> <p><span class="note">Invoiced plans purchased directly through the Smartsheet application can cancel directly through the Smartsheet application by following the instructions below</span></p> <h3>Summary of cancelation options</h3> <p>There are two basic options for canceling a paid account:</p> <ul> <li><a href="#free"><strong>Switch to Free</strong></a> Switching to free changes your account type from a paid Smartsheet subscription to a free collaborator account. This option allows you to stop your paid subscription and receive no further charges for it, but still retain access to Smartsheet and any sheets that are currently shared to you or that are shared to you in the future.<br /> <br /> When you choose this option, any sheets you own will become read-only and will be deleted after 30 days.<br />  </li> <li><a href="#delete"><strong>Delete the Account</strong></a> This option immediately deletes the sheets you own and completely closes your account, preventing you from logging back in.<br /> <br /> When you choose this option, your sheets are moved to Deleted Items immediately and are then permanently purged a short time later.</li> </ul> <h3>Cancel and switch to free</h3> <p><a id="free"></a></p> <p>Use this method to convert a paid subscription to a free collaborator account. With this account type, you’ll be able to retain access to sheets that are currently shared to you as well as have access to any sheets that are shared to you in the future.</p> <p>NOTE: These same instructions can be used to cancel a 30-day trial and switch to a free collaborator account.</p> <p>To cancel a paid account and switch to free:</p> <ol> <li>In the upper-right corner of the Smartsheet window, click <strong>Account &gt; Account Admin &gt; Plan &amp; Billing Info.</strong></li> <li>Click<strong> Cancel Account </strong>to display the Cancel Account form.</li> <li>Select <strong>Switch to Free.</strong></li> <li>Choose either of the following options:<br /> <br /> <strong>Switch to Free at the end of my current subscription</strong><br /> <br /> -or-<br /> <br /> <strong>Switch to Free Immediately</strong></li> <li>Click <strong>Save</strong> to save the account change.</li> </ol> <p>As soon as you click <strong>Save,</strong> the change will be applied. If you selected <strong>Switch to Free Immediately,</strong> your sheets will become read-only immediately.</p> <p>If you selected <strong>Switch to Free at the end of my current subscription</strong> your sheets will become read-only when your current subscription expires. In both instances, your sheets will be kept available in this state for 30 days. After 30 days, your sheets will be deleted. (You can select <strong>Account &gt; Account Admin &gt; Plan &amp; Billing Info &gt; Renew Payment</strong> to start your subscription again.</p> <h3>Deactivate your account<a id="delete"></a></h3> <p>This option deletes the sheets that you own and completely closes your account, preventing you from logging back in.</p> <p>To deactivate a paid account:</p> <ol> <li>In the upper-right corner of  <strong>Account &gt; Account Admin &gt; Plan &amp; Billing Info.</strong></li> <li>Click <strong>Cancel Account </strong>to display the Cancel Account form.</li> <li>Select <strong>Deactivate Account</strong> and click <strong>OK</strong> to confirm the cancellation.<br /> <br /> When you choose this option, your sheets are moved to Deleted Items immediately and are permanently purged a short time later. </li> </ol> <p>Note that if you reset your login or re-subscribe before the sheets are purged, you’ll be able to recover sheets from Deleted Items. (For information about how to recover deleted items, see <a href="/articles/504600">Deleting and Undeleting Sheets</a>.)</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 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 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 /> 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 Transfer a Paid Subscription https://help.smartsheet.com/articles/1235045-transfer-a-paid-subscription <span class="field field--name-title field--type-string field--label-hidden">Transfer a Paid Subscription</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The method to transfer a paid subscription (license) to another user depends on your plan type.</p> <ul> <li>For a Pro plan, only the account owner can transfer the license for the account. The owner can transfer the account to any Smartsheet user with a free or trial account.</li> <li>For a Business or Enterprise plan, any System Admin for the account can reassign licenses and transfer owned items to other users. </li> </ul> <p><span class="tip">If the person taking over the license doesn't already have an account in Smartsheet, it may be easier to change the email address on the existing account instead of creating a new account and transferring the license. Be sure to remove the old email address from the alternate email address list.</span></p> <p> </p> <hr /> <h3><a id="transferindividual"></a>Transfer a Pro account</h3> <p>For a Pro plan, the user license is assigned to the account that purchased the subscription. When a Pro plan is transferred, the new account holder will be associated with the existing paid subscription under the same billing information. The new account owner also becomes the owner of all sheets and reports.</p> <h4>Template ownership</h4> <p>Templates won't be transferred to the new account. To save templates for the new account, the original template owner can create a new sheet from the template before the transfer. After the transfer, the new owner can save that sheet as a template to their own account. </p> <p>Learn more in <a href="/articles/522123">Creating &amp; Using Templates</a>.</p> <h4>To transfer a Pro account: </h4> <ol> <li>Log in as the current subscription holder. Select your profile icon to navigate to <strong>Account Admin </strong>and review your account details.</li> <li>Click the <strong>Transfer Paid Account </strong>link. The <strong>Transfer Paid Account</strong> form appears.</li> <li>Enter and confirm the email address of the person who will be taking over the payment information and ownership of sheets, then choose <strong>OK</strong>.</li> </ol> <p>If the email address matches an existing free (or free trial) Smartsheet account, and transferring sheet ownership won't put them above the maximum allowed sheet count for the subscription plan, a confirmation email will be sent to that email address.</p> <h4>Account Transfer Error Messages</h4> <ul> <li aria-level="1" style="list-style-type:disc">If you see an error message that the maximum sheet count will be exceeded, you or the new sheet owner can <a href="/articles/504600">delete existing sheets</a>  to make room for the new ones or consider upgrading to a plan with a higher sheet limit.</li> <li aria-level="1" style="list-style-type:disc">If you see a message that the target user is not an existing, free Smartsheet account, then the user may have never logged in before, or they may already have a paid account. If they have never logged in before, then they can either log in at least once, or you can update the email address of your account using the steps in our article, <a href="https://help.smartsheet.com/articles/2392037-change-the-email-address-used-with-your-smartsheet-account">Change the Email Addresses Used with Your Smartsheet Account</a>. If they already have a paid account, then you can choose a different account owner, or you can transfer your owned items using the steps in our article, <a href="https://help.smartsheet.com/articles/520103-change-the-owner-sheet-report-dashboard">Change Ownership of a Sheet, Report, or Dashboard</a> </li> </ul> <h4 style="line-height: 1.38; margin-top: 16px; margin-bottom: 16px;">Billing information</h4> <p>Once the new owner has accepted the account transfer in their email, the subscription, billing information, and sheet ownership will be moved to the Smartsheet account under their email address. The previous owner's account will be reverted to a <a href="/articles/520100">free collaborator</a>.</p> <h4>Transferred sheets</h4> <p>Sheets within the Sheets directory will be placed in a Transferred from (username) folder in the new owner's Browse directory (accessible from the left panel). Sheets in workspaces will remain in the established Workspaces. All sheets will retain their sharing permissions and sheet data. The previous owner will be removed from sharing.</p> <p>NOTE: If the current account owner 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 Transferred from (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> <h4>Best practices</h4> <p>Before you request an account transfer, share all workspaces to the intended new owner and give them Admin access. For more information, see the article on <a href="/articles/522067">Workspace Sharing</a>.</p> <hr /> <h3>Transfer Your Paid Account to a Multi-User Trial</h3> <p>If you try to transfer your paid account to a multi-user trial, you'll receive this message.</p> <p><img alt="multi-user trial message" data-entity-type="file" data-entity-uuid="189d4cb6-751a-4d77-a2bb-3f439cfb62b1" src="/sites/default/files/inline-images/Multi-user-trial-message.png" width="342" height="185" loading="lazy" /></p> <p>The person you're trying to transfer your account to will need to cancel their account and switch to free before you can transfer your paid account to them. Details on canceling and switching to free can be found in the <a href="/articles/506604">Options for Canceling a Smartsheet Account</a> help article.</p> <hr /> <h3><a id="transferteam"></a>Transfer Access to a Business or Enterprise Account</h3> <p>If you have not reached the license limit in your Business or Enterprise plan, then 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 <strong>Remove without transferring items</strong>. This will free up the license so that it can be reassigned.<br /> 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. </li> <li aria-level="1">If the new user has already been added to your plan as a free user, you should assign them a license then proceed to step 5.<br /> If they have not been added to your plan yet, select <strong>Add User </strong> at the top left of the User Management page<strong> </strong>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 <strong>User Management</strong> and open the <strong>Edit User</strong> panel. Select the three-dot menu icon at the upper-right to <strong>Transfer Owned Items</strong>. Once the items are transferred to the new user, the sheets that were  read-only in step 2 will be reactivated.<br /> 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. </li> </ol> <p>Sheets within the previous user’s Sheets directory will be placed in a Transferred from (username) folder in the new owner's Browse 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><span class="note">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 Transferred from (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.<br /> <br /> Optionally, you can remove the user whose access was transferred from the account. For information about how to do this, see <a href="/articles/795920#deleteusers">Manage Users in an Enterprise or Business Plan</a>.</span></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 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>The <strong>main contact</strong> and <strong>account name</strong> are used when you need to verify account ownership or manage account access with Smartsheet.</p> <p>The <strong>main contact </strong>of a Business or Enterprise plan is typically the System Admin who purchased the subscription. If the main contact ever leaves the company or no longer wishes to maintain the designation, you’ll need to designate a new main contact for the account.</p> <p>You'll see the <strong>account name</strong> on receipts of payment made to Smartsheet, in email messages inviting users to the account, and in the Account Administration window (to name just a few places it appears).</p> <p>To change the account name or to designate a new main contact:</p> <ol> <li>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>Next to <strong>Account Name</strong>, click the underlined account name. The <strong>Edit Account Profile</strong> form appears. </li> <li>Enter your changes and click <strong>Save</strong>. </li> </ol> <p>After an additional System Admin has joined the account, you can designate them as the main contact. </p> <p><span class="note">The main contact can be anyone with System Admin access to the account. If there is only one System Admin on the account, the drop-down arrow for <strong>Main Contact </strong>won't be available. It's a good best practice to have more than one System Admin on an account. Please review the <a href="/articles/795920">Managing Users</a> article for instructions on how to do this.</span></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, 12/12/2012 - 17:30</span> Thu, 13 Dec 2012 01:30:08 +0000 admin 888766 at https://help.smartsheet.com