{
  "schemaVersion": "1.0",
  "item": {
    "slug": "smartsheet",
    "name": "Smartsheet",
    "category": "collaboration",
    "description": "Work management software with self-serve receipts and separately invoiced accounts.",
    "status": "researched",
    "website": "https://www.smartsheet.com",
    "invoiceHelpUrl": "https://help.smartsheet.com/articles/792868-reviewing-your-account-plan-billing-info",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account Owner for individual Pro; System Admin for Business or Enterprise."
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Account → Plan & Billing Info → View Receipts & History."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "The documented workflow provides Receipt PDF for self-serve billing."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "unknown",
        "notes": "Line-item availability is not confirmed by the reviewed source."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": "unknown",
        "notes": "Subscription detail is not confirmed by the reviewed source."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "plan-dependent"
      ],
      "invoiceLocation": "Account → Plan & Billing Info → View Receipts & History",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "receipt"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Smartsheet billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-10-16",
    "lastVerifiedAt": "2026-10-16",
    "sources": [
      {
        "title": "Smartsheet: official billing help",
        "url": "https://help.smartsheet.com/articles/792868-reviewing-your-account-plan-billing-info",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "For card or bank-transfer billing, open Account → Plan & Billing Info → View Receipts & History and select the receipt download icon.",
      "requiredRole": "Account Owner for individual Pro; System Admin for Business or Enterprise.",
      "steps": [
        "Sign in with the required billing role.",
        "Open Account → Plan & Billing Info.",
        "Choose View Receipts & History.",
        "Select the download icon to the right of a payment amount to save its receipt PDF."
      ],
      "historyLocation": "Account → Plan & Billing Info → View Receipts & History",
      "missingInvoice": "Invoiced accounts should request past documents from Smartsheet Billing Support or their Account Executive.",
      "formats": [
        "Receipt PDF for self-serve billing"
      ],
      "commonProblems": [
        "Missing receipt controls can indicate an invoiced plan or insufficient billing permissions."
      ],
      "matchingTips": [
        "Check payment status and plan period; retain historical receipts before switching to invoice billing."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-smartsheet-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/smartsheet",
      "json": "https://billproof.io/api/public/vendors/smartsheet.json",
      "capabilities": "https://billproof.io/api/public/vendors/smartsheet/capabilities.json"
    }
  }
}