Smartsheet receipts for card and bank transfer payments are under Account, Plan & Billing Info, View Receipts & History. Click the download icon to the right of an amount to get a PDF receipt. On individual plans the Account Owner does this. On Business and Enterprise plans it takes a System Admin.
Downloading a receipt
- Open the Account menu and choose Plan & Billing Info.
- Select View Receipts & History.
- Click the download icon beside the amount you want.
Accounts that pay by invoice
Those steps only apply to plans paid by credit card or bank transfer. Invoiced accounts go to their Account Executive, or send a Sales request through Smartsheet's contact form if they don't know who that is. Invoicing is offered on annual Business and Enterprise plans, payable by card, wire, ACH-Credit or ACH-Debit, and ACH works only with US banks in US dollars. Copies of past receipts come from Smartsheet Billing Support. Smartsheet also asks you to download every earlier receipt before switching from card or ACH-Debit to invoice billing.
When the receipt button is not there
Smartsheet gives two reasons: the plan is invoiced, or your role does not include billing access. To see who runs the account, open Plan & Billing Info and check the Main Contact on the Account Details tab.
A VAT or GST ID on invoices
Businesses outside the US can give Smartsheet a VAT or GST ID. It sets the correct tax treatment and appears on invoices. Add it at checkout through Is your business registered for VAT?, or later under Plan & Billing Info, View Payment Details. Tax is based on the account's primary address, the physical location, which can differ from the billing address.
Smartsheet receipts collected before anyone asks
A System Admin can connect a login and our AI agent downloads each new PDF from View Receipts & History with bill fetching. That also takes care of the receipt backlog Smartsheet wants saved before a move to invoice billing. Receipts someone already downloaded can be forwarded to email receipt capture, and a Canadian business keeps the GST or HST on each one with tax receipts.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Tax receiptsA tax receipt organizer that sorts medical, childcare, donation and tuition receipts by category as they come in and keeps a running total all year.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
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