Snappy

Everything you need to know about managing your Snappy finances.

Billing, Payments & Finance

Common FAQs regarding Snappy's Billing and Payments

Snappy's Guide to Billing

This guide breaks down what you need to know about giving gifts to your team while staying compliant with IRS regulations

The Employer’s Guide to Employee Gift Taxes

Billing Overview

A step-by-step on how to use your Invoice billing method.

Invoice Billing Method

A step-by-step on how to use your Prepay billing method

Prepay Billing Method

A step-by-step on how to use your Instant Payment billing method

Instant Payment Billing Method

Credit Card Billing Method

A step-by-step on how to add a PO to your account

Purchase Order (PO) Billing Method

Learn how to set primary payment methods, allocate budgets to specific campaigns, and transfer funds between accounts.

Managing Your Billing Methods

Review the types of Billing and instructions to create a billing method.

Billing Methods

Invoices

How to request a refund for your remaining balance on your account

Requesting a Refund

A quick guide to reading your billing dashboard, tracking gift costs, and knowing exactly how much you have left to spend.

Understanding Your Budget & Remaining Balance Section

How to view Projections for the year for your Anniversary, Birthday & New Hire campaigns.

How to View Projections for Automated Campaigns

Getting your Snappy invoices uploaded to your invoice portal

Customer Invoice Portal Uploads

How can I resolve common payment errors in Snappy?

Why am I receiving invoice and balance due notices for Purchase Orders (POs), and what actions should I take?

Everything to know about billing after your campaign launches.

Invoices & Reporting

Find answers and get help from Intercom Support and Community Experts

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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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