Snappy

Billing and Invoices

Download Invoices & Receipts

Connecting a Snappy Payment Method to Your Store

Unified Billing - Snappy Stores

How to view prepaid credit balances and track credit usage within the platform

Viewing Prepaid Credit Totals, Budget, and Spending

Managing corporate credit cards, understanding spend thresholds, and downloading receipts.

Billing, Payments & Invoices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Welcome to Snappy: Your Quick-Start Guide 🚀

The New Snappy Dashboard

Snappy Fundamentals 101

Campaign Planning: The 6 Pillars of Gifting

From Moments to Momentum: The Power of Year-Round Recognition

Getting Started

Managing Your Account

How to Upload Gift Recipients

How to Update Your Recipient List

Recipient Country Codes 🌎

Managing Gift Recipients

Invite & Manage New Users

Manager Notifications

What is 2FA (Two-Factor Authentication)?

How to Manage Thank-You Note Notifications

Dashboard User Management

Managing Account Settings

Managing Company Settings

Company Settings

Billing, Payments & Finance

Snappy's Guide to Billing

The Employer’s Guide to Employee Gift Taxes

Billing Overview

How to Manage Your Billing

Prepay: Account Balance & Credit Card Checkout

Pay by Invoice & Autopay

Pay by Purchase Order (PO)

How to Remove an Expired Credit Card from Your Dashboard

Billing Methods

Customer Invoice Portal Uploads

How can I resolve common payment errors in Snappy?

Why am I receiving invoice/balance due notices for Purchase Orders (POs)?

Invoices

Understanding Account Balances

Requesting a Refund

Projections: Forecasting Your Annual Spend (Automated Campaigns)

Invoices & Reporting

Sending Gifts

What is a Gift Campaign?

All About Gift Collections

How to Build Your Own Collection (BYOC)

What is Guaranteed Gift?

Delivery Methods for Sending Gifts

Setup

How to Send a Snappy Gift

Customize Your Gift Campaign

Create an Automated Campaign (Birthday, Anniversary, New Hire)

Creating Gift Links & Gift Codes

How to Send Welcome Gifts Before an Employee's Start Date

Snappy's Gifting Assistant

Send More Gifts from an Existing Campaign

Sending Retroactive Gifts

Geographic Service Restrictions

How to Send Gifts

Tracking & Reporting

Setting & Managing Gift Expirations

How to Edit & Duplicate Campaigns

How to Pause, Close or Delete Campaigns

How to Edit, Resend & Expire Sent Gifts

Gift Reminder Notifications

Maximizing Your Gift Claim Rates

The Gratitude Wall

Campaign & Gift Management

Introducing the All-New Snappy Swag Experience

Snappy Swag Artwork & Design Guidelines

Understanding Vector Files

Branded Swag & Custom Kits

Bulk Swag & Kits

Bulk Items + Kits Design Guidelines

Bulk & Kit Swag

Snappy Stores

About the Snappy Swag Store

How to Introduce Stores to Your Team

Getting Started & Team Onboarding

Adding Recipients To Your Store

Editing Recipient Information

Removing Recipient Entries

Sharing Appreciation with Peer-to-Peer Points

Recipient View: Checking the Current Balance

Recipient Notifications and Reminders

Managing Points/Gifts Distribution: A Comprehensive Guide

The Peer-to-Peer (P2P) Feature

Recipient Management & Automations

How to Create New Stores

Store Types: Credit-Based (points) vs. Gift-Based

Swag Personalization

Printing Techniques

Customizing Your Store: Advanced Settings

How to Select Different Colors/Variants

Managing Your Store's Dashboard

Setting Up Store Points Automations: Reward and Recognize Your Team

Onboarding Your Company

Enabling Guest Checkout

Managing Your Store's Products: Add, Hide, and Rearrange

Enabling Credit Card Top-Up: Allow Users to Pay with Their Own Cards

Product Shipping Information

Placing an Admin Order

Placing a Bulk order on Snappy Stores

Advanced Settings Use Cases

How to Delete a Store

Catalog, Customization & Shipping

What is the Admin Dashboard?

Viewing Reports in your Store

Understanding the Activity Tab

Store Analytics, Reminders & Engagement

Understanding Last Activity

Integrations & API

What are Snappy HR Integrations?

What HR systems can be connected to Snappy Gifts?

Getting Started & Integration Fundamentals