A Purchase Order (PO) in our system acts as a formal agreement from your Accounts Payable (AP) team to allocate a specific amount of funds for your gifting needs. It's important to understand that a PO is not a deposit.
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With a PO billing, it allows us to invoice your company up to the approved budget. 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.
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Your AP team will then pay the monthly invoices that are linked to that particular PO. Think of it as a "promise-to-pay" from your company. Because of this, you will need to forward these monthly invoices directly to your AP team for payment unless they are already listed under the billing email. The PO must be paid via ACH/wire, credit card, or check within your company's payment terms.

1️⃣ Navigate to the Billing tab
2️⃣ Select "+ Add Billing Method" on the right-hand side
3️⃣ Select "Purchase Order" as your billing method of choice
4️⃣ Input your PO number as the PO name and expiration date if you have one

5️⃣ Review and adjust your billing information if needed
6️⃣ For the budget limit, Input the exact amount that is listed in your PO approval

7️⃣ Select "Add Billing Method" to submit your request

8️⃣ Submit your PO approval document

Click this link here → select "Purchase Order" and send a copy of your PO approval document to our Finance team!

9️⃣ Once our Finance team reviews your submission, they will be able to approve your request as long as everything in the PO approval matches your PO request in the Dashboard. Your PO will be marked as "Active" once approved.

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

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

4️⃣ Make your updates and select "Save Changes" on the last step
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If you update your PO amount, please make sure to send our Finance team your new PO approval document here.

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.
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Once received, your company will need to pay the invoice.

Refunds can only be processed if a prepayment was made. The remaining balance on PO billing methods reflects the remaining PO balance, not a prepayment balance.

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.

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.