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How to Add and Manage an Invoice Billing Method

A step-by-step on how to use your Invoice billing method

Updated today


What is an Invoice Billing Method?

An invoice billing method enables you to pay monthly via your preferred payment method. On the first business day of each month, Snappy will send your company an invoice for all gifts that were claimed and processed during the previous month.

The invoice must be paid via ACH/wire, credit card, or check within your company's payment terms.


How to add an Invoice Billing Method

1️⃣ Navigate to the Billing tab
2️⃣ Select "+ Add Billing Method" on the right-hand side
3️⃣ Select "Invoice" as your billing method of choice
4️⃣ Name Your Invoice (it can be anything)

5️⃣ Review and adjust your billing information if needed
6️⃣ Input a spending limit or leave it blank

  • If you input a spending limit, it means that you cannot send gifts that goes over the limit.

    • Example: If there is a spending limit of $5,000 and you have already used up $4,500, you will be blocked from sending a $1,000 gift since that would surpass the $5,000 limit.

  • If the is spending limit empty/blank, then it will be marked as "Unlimited" as shown above. You can send as many gifts as you'd like under the invoice billing method (keep in mind the $15,000 monthly credit limit)

7️⃣ Select "Add Billing Method" to complete the process


How to edit your Invoice Billing Method

There are instances when you may need to edit your billing method. These include:

  • Editing your invoice billing method name

  • Editing the billing information (ex. email)

  • Editing the budget by increasing or removing the spending limit

1️⃣ Navigate to the Billing tab
2️⃣ Select the 3 dots icon next to your invoice → Edit
3️⃣ Select "Edit" under the section where updates are needed

4️⃣ Make your updates and select "Save Changes" on the last step

The changes will be reflected immediately.


Ways to Pay Your Invoice

Invoices are generated on the first business day of the month for all gifts claimed + processed (shipped out) within the previous month. Invoices will be sent to the billing email listed for that billing method. You can also download the invoice under the Billing tab → Invoices section.

Once received, you will need to pay the invoice via ACH/Wire, credit card or check. The information below is also listed in the PDF version of your invoice.

🏦 ACH/Wire

ACH is Snappy’s preferred method of payment. Please allow one business day from the time your ACH is received to when it is applied to your invoice. An ACH/Wire initiation screenshot taken directly from a banking institution will be accepted in lieu of receiving payment as long as the wire is dated to be sent the same day. Below is our banking information:

Account Name: Snappy App, Inc.
Bank: Silicon Valley Bank
Address: 3003 Tasman Dr., Santa Clara, CA 95054 Account Number: 3302641282
ABA/Routing: 121140399
SWIFT: SVBKUS6S


💳 Credit Card

Snappy kindly asks that a credit card is only used for payments of $15,000 and below. Credit card payments can be made using the link on the invoice.

1️⃣ From the Invoices section, download the invoice PDF
2️⃣ Within your PDF, select "Pay Online" underneath the budget
3️⃣ Input your credit card details and submit

Once the payment has been completed, the invoice status will be marked as "Paid" under the Invoices section.

✍️ Check

Check payments are generally discouraged due to the processing times. If this is your only payment option, we recommend sending checks at least two weeks. Please send any check payments to the lockbox address below, not our office address.

Snappy App, Inc.
DEPT CH 17651
Palatine, IL 60055-7651


Credit Availability Management:

Your monthly credit limit is the maximum amount you can spend on gifts each month without having to prepay for gifts. The credit utilization is calculated by the estimated cost (gift budget, estimated fee and tax) of the gifts which were sent during the month. If you reach your credit limit, you will need to use a prepayment billing method for any additional gifts sent in that month.


Payment Terms

Note: This billing method type requires payment terms. Snappy's current requirement for payment terms are below. If you qualify for terms and are interested please contact us here.

  1. Upgrade to Enterprise Annual Plan

  2. Commit to annual spend of at least $50,000

  3. Finance team approval of company's credit report




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