Invoices
All invoices can be located under the Invoices section of your Billing tab.
Simply head to the Billing tab on the left-hand side → Invoices.
Invoice Types
There are three different invoice types
Gift Spend 💸
This is generated on the first business day of the month for all gifts claimed + processed within the previous month. Any outstanding invoices will be marked as "unpaid" and will need to be funded via credit card, ACH/wire, or check.
An "Invoice detail" will be provided to show a breakdown of the claimed gifts.
Deposit 🏦
This is generated for prepay billing methods only. When you submit a prepay request, an invoice will be generated where you will need to fund via credit card, ACH/wire, or check. Once the funds are received, they will be added to your prepayment to fund your gifts.
Subscription 🔁
This is generated on the day your account is subscribed to either the Elevated or Enterprise plan. It will then be auto-generated upon the renewal date.
There will be no invoice detail for deposit and subscription invoices since they are not tied to any specific gifts sent on the Dashboard.
Updating Billing Information
By default, we use the company’s billing information for all invoices unless it was customized on the account or billing method level.
Company-Level Billing
Company-Level billing is the default billing information that is applied to all billing methods generated under your Dashboard. However, this can be changed under the specific account or billing method by a user.
This section is only accessible to Dashboard Owners. To edit your company billing information, select your initials at the top right → General → Billing & Payments.
Account-Level Billing
Account-level billing is the default billing information that is applied to all billing methods generated under your specific sub-account. If selected, the account-level billing information will override the company-level billing information. However, this can be changed under the specific billing method by a user if they wish. This section is accessible to both Dashboard Owners and Managers on the sub-account.
To edit your account billing information, navigate to your sub-account → Account Settings tab → Billing Info → Select "Use another address" → Fill out the billing information. Moving forward, all new billing methods generated on the account will pull the billing information from this section.
Billing-Method Billing
Billing method information can also be edited via the Billing tab by selecting the pencil icon next to your billing method.
FAQs
When will I receive my monthly invoices?
When will I receive my monthly invoices?
Monthly gift invoices are sent on the first business day of each month and will reflect gifts claimed and processed within the prior month.
Where can I find my detailed invoice?
Where can I find my detailed invoice?
A detailed invoice is only generated for invoices under the "Gift spend" type. You can locate your invoice breakdown under the Billing tab → Invoices section → select the "Invoice detail" to download.
Alternatively, you can also download a detailed version of the invoice directly from the PDF. Within the PDF, there will be a link that reads “Click here to see a detailed summary of the invoice in Excel format.” Click on the link and it will download an Excel that provides a detailed breakout of the charges, including the recipient.
For any additional questions about billing, please feel free to reach out to our Finance team here. 🚀