Add billing address

IdealTwin allows you to manage and configure billing addresses for each company. Here's how to add or modify your company's billing information:

Steps to add a new billing address

1. Log in:

   • Log in to your IdealTwin account.

2. Select the company:

   • From the drop-down menu in the upper right corner, select the company to which you want to add the billing address.

3. Access the billing configuration:

   • Navigate to Company > Billing Addresses.

4. Add an address:

   • Click on the button "+ Add billing address" or select the edit icon (✏️) if you want to modify an existing address.

5. Fill in the information:

   • Complete the required fields:

     • Name of address (e.g., "Main Office").

     • Company name.

     • NIF or tax identification number.

     • Complete addressincluding street, city, zip code and country.

6. Save the data:

   • Once you have filled in the information, click on the button "Save" to register the changes.

Steps to edit an existing billing address

1. Access billing addresses:

   • Follow the steps above to get to the Billing Addresses.

2. Select the address to edit:

   • Locate the address in the list and click on the edit icon (✏️).

3. Update the information:

   • Modify the required fields with the updated data.

4. Save changes:

   • Click on "Save" to apply the changes.

Important Notes

• Multiple management: You can add multiple billing addresses to assign them to different promotions or projects.

• Continuous updating: Be sure to keep this information up to date to avoid errors on tax documents such as invoices and estimates.

• Favorites: You can mark an address as a favorite to set it as the default for document generation.