Billing Address - Shifton Help

Configure your company’s billing address for accurate invoicing. This information appears on all invoices generated by Shifton and is required for paid subscription plans.

What Is This?

The Billing Address tab stores the legal and postal details of your organization that Shifton uses when generating invoices. Keeping this information accurate ensures your accounting department receives properly formatted invoices and helps avoid delays during tax filing or expense reconciliation.

You can access this tab by navigating to Company Settings > Billing Address.

Prerequisites

You must have an Owner role in Shifton.
Your company must be on a paid subscription plan (or preparing to upgrade from a free trial).

Step-by-Step Instructions

Step 1: Open the Billing Address Tab

Go to Company Settings by clicking your company name in the sidebar.

Click the Billing Address tab.

Step 2: Fill In Your Billing Details

Complete each field in the form. The table below describes every available field.

Field	Description	Example
Company Name	The legal entity name as it should appear on invoices. This may differ from your display name in General Information.	Acme Logistics Ltd.
Address	Street address of the billing entity (line 1).	42 Commerce Street, Suite 300
City	City or municipality.	London
ZIP / Postal Code	Postal or ZIP code for the billing address.	EC2A 4NE
Country	Country of the billing entity. Select from the dropdown list.	United Kingdom
Tax ID / VAT Number	Your company’s tax identification or VAT registration number. Used for tax-compliant invoicing.	GB123456789

Step 3: Save Changes

Double-check all fields, especially the Tax ID, as incorrect values may cause invoice rejection by your accounting team.

Click Save.

A confirmation message will appear.

Step 4: Verify on Your Next Invoice

After saving, the updated billing address will appear on all future invoices. You can verify this by navigating to Company Settings > Company Balance & Invoices and downloading the most recent invoice.

Access Permissions

Role	View	Edit
Owner	Yes	Yes
Administrator	No	No
Manager	No	No
Employee	No	No

FAQ

Q1: Is the Billing Address the same as the company address in General Information?
A: Not necessarily. The General Information tab contains the company’s display name and operational settings. The Billing Address tab contains your organization’s legal details used specifically for invoicing. They may differ if, for example, a parent company issues the invoices.

Q2: Can I add a second address line?
A: The current form provides one address field. If you need to specify an office number or building name, add it to the same address field (for example: “42 Commerce Street, Suite 300”).

Q3: When should I provide a Tax ID / VAT Number?
A: If your company is registered for VAT or your accounting department requires a tax number on invoices, fill in this field. It is optional but recommended for companies in the EU and other regions requiring tax-compliant invoicing.

Q4: Will changing the Billing Address affect previous invoices?
A: No. Previous invoices retain the billing address that was active when they were created. Only future invoices will use the updated address.

Q5: My country is not in the dropdown list. What should I do?
A: Contact Shifton support. The country list covers most regions, but if yours is missing, the support team can add it or suggest an alternative.

Possible Issues and Solutions

Issue	Cause	Solution
Cannot edit billing fields	You do not have the Owner role.	Ask the company owner to update the billing address.
Tax ID format is rejected	The system expects a specific format for certain countries.	Check your country’s correct tax ID format (for example, the “GB” prefix for UK VAT numbers) and re-enter.
Invoice still shows old address	The invoice was created before the address was updated.	Only invoices created after the change display the new address. Previous invoices are not retroactively updated.
Billing Address tab is not visible	Your account may be on a free plan that doesn’t require invoicing.	Upgrade to a paid plan or contact support if you believe this is an error.
Save button does not respond	A required field may be empty or contain invalid characters.	Ensure all required fields are filled and contain valid text. Remove special characters from the postal code if needed.