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.Updating the Billing Address while Adding Funds to the wallet
1
Navigate to Wallet Balance
Navigate to Plum Admin Dashboard > Payments > Wallet Balance and click on “View Funds”.
2
Locate the Billing Details section
On the Add Funds to Wallet screen, locate the Billing Details section.Click on “Change”.
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)
4
Save and Proceed
Once done, click Save and Proceed to generate the invoice.The selected address will appear on all invoice documents.
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.
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 Address1
Navigate to Settings
Navigate to Settings > Account & Billing Address. Click on Change.
2
Add New
Click on “Add New” and enter the required address details.
3
Save
Click Save to confirm.
Modify an Existing Billing Address
1
Select the billing address you want to update
2
Click on the Edit icon
3
Update the necessary details
4
Click Save
Remove a Billing Address
1
Select the address you want to remove
2
Click on the Remove / Delete icon
3
Confirm the deletion
