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Learn more about changing your billing address

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Overview

This guide explains how administrators can change the billing address when a client adds funds to their wallet. The selected billing address will be reflected in Performa and Invoice PDFs.

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Updating the Billing Address while Adding Funds to the wallet

Step 1: Navigate to Plum Admin Dashboard > Payments > Wallet Balance. and click on “View Funds”. Step 2: On the Add Funds to Wallet screen, locate the Billing Details section. Click on “Change”. Step 3: Update the Address fields as required:
  • GST/Identification Number (Mandatory if India; optional for other countries)
  • Country, State, City
  • Billing Address
  • Other Details (Client POC, email, phone – auto-filled from admin)
Step 4: Once done, click Save and Proceed to generate the invoice. The selected address will appear on all invoice documents.

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You can also add a New Billing Address while adding funds to the wallet

  • Click Add New.
  • Fill in the following fields:
GST/Identification Number (Mandatory if India; optional for other countries)
  • Country, State, City- Billing Address- Other Details (Client POC, email, phone – auto-filled from admin.
  • Click Save.
The new address is saved and available for selection.

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Managing Billing Address in Account Settings

You can easily add, modify, or remove your billing addresses directly from your account settings. Add a New Billing Address- Navigate to Settings > Account & Billing Address. Click on Change.
  • Click on “Add New” and enter the required address details.
  • Click Save to confirm.Modify an Existing Billing Address
  • Select the billing address you want to update.
  • Click on the Edit icon
  • Update the necessary details.
  • Click Save.
Remove a Billing Address
  • Select the address you want to remove.
  • Click on the Remove / Delete icon.
  • Confirm the deletion.