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
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.
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.
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.
