Review or change account, plan, or billing info

你的角色在决定wh内容帐户at 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.

• Select账户>Plan & Billing Info>账户Detailsto find your primary account owner. (It is the name or email under Main Contact.)

Change payment information

Before you change your payment method from credit card to invoicing, download all previous receipts for record-keeping.

If you don't see the options presented below, contactSmartsheet Billing Support. Not all invoiced customers have self-service options.

1. On the leftNavigation Bar, select账户>账户Admin > Plan & Billing info.
2. SelectEdit Billing Address & Payment Details.
3. In theEdit Your Payment Information对话框,完成必要的步骤。
   • Update Your Credit Card Info: SelectEdit Card. Enter your new credit card number and billing address, and selectSave.
   • Update Invoice Billing Info: Enter your updated billing information and select Save.
   • Update Your Payment Method: Choose the payment method you would like to use. Update your payment method, and then selectSave.

Additional payment changes

You can update your payment information from thePlan & Billing Infoscreen, but you will need tocontact the billing teamif you want to:

• Change your payment method (for example, from credit card to invoice)
• Change your payment currency
• Change the PayPay account associated with your Smartsheet account

View and download receipts and history

Your billing history includes payment dates, amounts, and receipt copies.

Important:If youpay via invoice, contactSmartsheet billing supportto request copies of past receipts.

For anyother payment methods, follow these steps:

1. On the leftNavigation Bar, select账户>Plan & Billing Info.
2. SelectView Receipts & History.
3. Optional: To choose between downloading a receipt and an invoice, or adding additional details to your receipt, selectAdd additional details to your receipt.
4. To download a PDF of a receipt or invoice, select the receipt or invoice name in theReceiptcolumn.

Change the account name

• To change the account name go to the leftNavigation Bar, select账户>账户Details > Edit Account Details
• Change where it says账户Name

Change your tax information

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.

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.

To provide your VAT or GST:

1. In the lower-left corner, click your account icon and then and click账户Admin.
2. On the账户Detailstab, select theEdit Account Detailsbutton.
3. Enter the account's primary physical address. You must do this before providing any additional tax information.
4. SelectYesforIs your business registered for VAT / GST?
5. Enter your VAT or GST identification number and then selectSave.

Add licenses

ONLY Pro and Business plan users who pay with a credit card or PayPal can add licenses.

• On the leftNavigation Bar, select账户>Plan & Billing Info>Add Licenses/Change Plan.

Direct billing customers can add licenses, but your account must meet the following criteria:

• Your subscription has no product add-ons (Advance, Premium Apps, etc.)
• You did not purchase Smartsheet through a reseller
• Your account does not have special pricing (discounts, negotiated prices, tiered prices, block pricing)
• You do not require a purchase order
• Your account is more than 45 days away from the next renewal date

For more information see:

• Options for cancelling a Smartsheet account
• Upgrade or add licenses to your Smartsheet plan

Still have questions? ContactSmartsheet Billing Support.