Step by step
Download the invoice from Smartsheet
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.
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Older documents
Where historical invoices are stored
Account → Plan & Billing Info → View Receipts & History
Missing evidence
What to do if an invoice is missing
Invoiced accounts should request past documents from Smartsheet Billing Support or their Account Executive.
Troubleshooting
Common retrieval problems
- Missing receipt controls can indicate an invoiced plan or insufficient billing permissions.
Reconciliation
Match the invoice to a card or bank charge
- Check payment status and plan period; retain historical receipts before switching to invoice billing.
Verification
Sources and review date
Last verified October 16, 2026. If the vendor portal has changed, use the linked official documentation.