How to download invoices and receipts from Smartsheet

Downloading invoices and receipts from Smartsheet is a straightforward process. Follow the step-by-step guide below to obtain these documents:

  1. Open your preferred web browser and go to https://app.smartsheet.com.
  2. Sign in to your Smartsheet account using your username and password.
  3. Once logged in, locate the project or sheet for which you need the invoice or receipt.
  4. Click on the project or sheet to open it.
  5. Look for the specific invoice or receipt you want to download within the project or sheet.
  6. Once you have found the document, click on the file name or any download option available to access it.
  7. Depending on the format of the document, you can either view it directly in your browser or download it to your device.
  8. For downloading, right-click on the document and select the “Download” or “Save As” option to save it to your desired location on your computer.

By following these steps, you will be able to easily download the invoices and receipts you need from Smartsheet.

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