Billing details and invoices
Set the company name, address and tax ID that go on your invoices, and learn how each wallet payment turns into an emailed invoice.
Every wallet payment gets a tax invoice addressed to the billing details on your account. Set those details once and LtvAdx reuses them. The invoice is emailed to you. It is not yet listed or downloadable in the app.
Before you start
- Billing details belong to the account, not to one person. Owners, admins and finance members share them and can edit them. Other seats can't see them.
- Staff accounts and operator accounts have no billing details. Operators have no wallet. Ad networks cannot top up a wallet, so they get no wallet invoices.
- An agency funds clients from its own billing details. The invoice is addressed to the agency, and the credit goes to the client.
Steps
- Open Settings and select the Billing tab. You can also use the Billing details card on the wallet page.
- Select Add billing details. If you already have some, select Edit.
- Choose whether you bill as a Business or an Individual.
- Enter the registered company name (or your full name), the country, the street address, the city and the postal code.
- Enter the state or province where the form asks for it. For India this is the state used for GST.
- Add your tax ID if you want it on the invoice. It is optional. For India it is the GSTIN, for the EU it is the VAT number.
- Enter the email address invoices should go to. You can add up to 3 addresses in CC.
- Add a purchase order or reference if your accounts team needs one on the invoice. Select Save billing details.
The form checks as you type. A GSTIN must have 15 characters, a valid state code and a correct check digit, and it must match the state in your address. An Indian PIN code has 6 digits. A US ZIP code has 5 digits, or 9 with the extension.
What happens next
You must have complete billing details before your first payment. The wallet's payment steps ask for them if they are missing.
Changes apply to future invoices only. An invoice that has already been issued keeps the details it was issued with.
If two people edit at the same time, the second save is stopped with "Someone on your team changed these billing details a moment ago. Reload to see their version." Reload, check the new version and make your change again.
How a payment becomes an invoice
- You pay on the wallet page. The review step shows the tax before you pay.
- LtvAdx drafts an invoice from the payment and your billing details.
- LtvAdx reviews the draft and issues it. It gets an invoice number.
- The invoice PDF is emailed to your invoice address and the CC addresses.
The success message says "once our team issues it" because the review is a manual step. LtvAdx doesn't publish a time for it. Invoices are for the credit you add. They don't list individual impressions.
If an invoice is late, check the spam folder of the invoice address first. If it is not there, contact support with the date and amount of the payment.
If something goes wrong
| What you see | What to do |
|---|---|
| "Please fix the highlighted fields." | Correct the fields marked in red. The server checks them again when you save. |
| "GSTIN check digit does not match" | The number has a typo. Check it against your registration. |
| The invoice shows a wrong name or address | Billing details cannot change an invoice that was already issued. Reply to the invoice email or contact support. |
| You want to see invoices in the app | The wallet page shows an Invoices list only when LtvAdx has switched that on for the account. Until then, use the emailed PDF. |
| "Add your billing details before paying" | Finish the billing step on the wallet page, then pay. |
For being paid rather than paying, see Payout account details.