What is Invoice Billing? Instead of paying upfront, you receive a monthly invoice for all gifts claimed and processed in the previous month.
Invoice Portals
If your company uses an automated invoice portal (e.g., Coupa, Bill.com):
Send an invite to billing@snappy.com.
Once connected, invoices and reminders will automatically upload to your system.
Troubleshooting: If an invoice is missing, contact Billing (email above) with the specific Invoice Number.
1. How to Set It Up
Navigate to the Billing tab.
Click + Add Billing Method > Select Invoice.
Name Your Invoice (e.g., "Monthly Marketing Budget").
Set a Spending Limit (Optional):
Enter a Limit: You will be blocked from sending gifts if you exceed this amount.
Leave Blank: "Unlimited" sending (subject to your account's monthly credit limit).
Click Add Billing Method.
2. How to Edit
Need to change the invoice name, budget, or email?
Click the three dots (⋮) next to your invoice > Edit.
Update your info or spending limit and click Save Changes.
⚠️ Important: Credit Limits & Payment Terms
Monthly Credit Limit: You have a maximum "credit" amount you can send each month without prepaying. If you hit this limit, you must switch to a Prepay method for additional sends.
Requirements: Invoice billing typically requires Enterprise Annual Plan status and Finance approval. Contact
billing@snappy.comto qualify.
