What is a Purchase Order (PO) Billing Method?
A Purchase Order (PO) is a "promise-to-pay" agreement from your AP team. It's important to note that it is not a deposit. We’ll invoice your company on the first of each month for gifts processed in the prior month; please ensure these invoices are forwarded to your AP team for payment (unless they are listed as the billing email).
1. How to Add a PO
Navigate to the Billing tab.
Click + Add Billing Method > Select Purchase Order.
Name Your PO: Enter your PO Number as the name.
Set Budget: Enter the exact amount listed on your official PO approval document.
Click Add Billing Method.
Required Step: Email a PDF copy of your PO approval document to
billing@snappy.com.Note: The PO will remain "Pending" until our Finance team verifies that the Dashboard numbers match your PDF document.
2. How to Edit a PO
Need to increase the budget or update details?
Click the three dots (⋮) next to your PO > Edit.
Update the info and click Save Changes.
Important: If you changed the budget, you must email the updated PO approval PDF to
billing@snappy.com.
3. Payment & Invoicing
Invoices: Sent on the 1st business day of the month for gifts claimed in the previous month.
Payment: Your AP team must pay these invoices via ACH/Wire, Check, or Credit Card within your payment terms.
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, your company will need to pay the invoice.
Refunds: 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.
If you did not prepay, there is no balance to refund.
⚠️ Requirements
Using a PO requires Payment Terms approval. To qualify, you typically need:
Enterprise Annual Plan
$50k+ Annual Spend Commitment
Finance Approval (Credit Check)
Contact billing@snappy.com if you need to apply for terms.
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 support with the specific Invoice Number.
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.
