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This article explains how administrators can add or update the billing address while adding funds to a client’s Plum wallet. The billing address selected during the transaction is used on the Proforma Invoice and Invoice PDF generated for the wallet recharge.

Manage Billing Addresses

The Account Page allows you to view, add, update, or remove billing addresses associated with your Plum account. To access the billing address settings, navigate to Settings > Account & Billing Address and click Change.

Add a Billing Address

To add a new billing address:
  1. Navigate to Settings > Account & Billing Address.
  2. Click Change.
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  3. Click Add New.
  4. Enter the required billing address details:
    • GST/Identification Number: Mandatory for India and optional for other countries.
    • Country, State, and City
    • Billing Address
  5. Click Save.
The new billing address is added to your account.

Edit a Billing Address

To update an existing billing address:
  1. Navigate to Settings > Account >Billing Address.
  2. Click on Change
  3. Select the billing address you want to update.
  4. Click the Edit icon.
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  5. Update the required details:
    • GST/Identification Number: Mandatory for India and optional for other countries.
    • Country, State, and City
    • Billing Address
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  6. Click Update.
The updated billing address is saved to your account.

Remove a Billing Address

To remove an existing billing address:
  1. Select the billing address you want to remove.
  2. Click the Remove/Delete icon.
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  3. Confirm the deletion.
The selected billing address is removed from your account.

Update an Existing Billing Address

You can update or add a billing address while adding funds to your Plum wallet. The selected billing address is used on the invoice generated for the transaction. To update the billing address while adding funds:
  1. Navigate to Payments > Wallet Balance in the Plum Admin Dashboard.
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  2. Click View Funds.
  3. On the Add Funds to Wallet screen, locate the Billing Details section.
  4. Click Change.
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  5. Update the required billing details:
    • Billing Address
    • GST/Identification Number: Mandatory for India and optional for other countries.
    • Country, State, and City
    • Client POC, Email, and Phone: These details are auto-filled based on the Admin’s information.
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  6. Click Update and proceed.
The selected billing address is included on the invoice generated for the transaction.

Add a New Billing Address

You can also add a new billing address while adding funds to the wallet. To add a new billing address:
  1. On the Add Funds to Wallet screen, navigate to the Billing Details section.
  2. Click Add New.
  3. Enter the required billing details:
    • GST/Identification Number: Mandatory for India and optional for other countries.
    • Country, State, and City
    • Billing Address
    • Client POC, Email, and Phone: These details are auto-filled based on the Admin’s information.
  4. Click Save.
The new billing address is saved and becomes available for selection when adding funds to the wallet.
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