Review or change account, plan, or billing info

Your role on your Smartsheet account determines what account management features you can access. If you can't make the changes you want, check who owns the account, and contact them .

• SelectAccount>Plan & Billing Info>Account Detailsto find your primary account owner (it is the name or email under Main Contact)

Change payment information

在leftNavigation Bar, selectAccount>Account Admin > Plan & Billing info.

1. SelectEdit Billing Address & Payment Details.
2. In theEdit Your Payment Informationdialog, complete the necessary steps.
   • 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.

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

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)
• 改变你的付款货币
• 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.

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

For any other payment methods, follow these steps:

1. 在leftNavigation Bar, selectAccount>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

1. Go to the leftNavigation Bar, selectAccount>Account Details > Edit Account Details
2. Change theAccount Name field

Change your tax information

The primary address is the physical address associated with the account. This is used to calculate the appropriate taxes.
Your physical address doesn’t have to be the same as your billing address.

If you are a non-U.S. customer, you should also provide Smartsheet with your Value Add Tax (VAT) ID or your Goods and Services Tax (GST) ID. This ensures you receive the proper tax treatment. The ID number also appears on any invoices you receive from Smartsheet.

To provide your VAT or GST:

1. In the lower-left corner, select your account icon and then selectAccount Admin.
2. 在Account 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.

• 在leftNavigation Bar, selectAccount>Plan & Billing Info>Add Licenses/Change Plan.

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

• You didn’t purchase Smartsheet through a reseller.
• 你的账户没有特殊定价(分层prices, block pricing).
• Your account isn’t set up as True Up.
• Your account is more than 45 days away from the next renewal date.

For more information see:

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

Still have questions? ContactSmartsheet Billing Support.