What is Account Balance?
With Account Balance, you'll deposit prepaid funds into your Snappy account before launching campaigns. Spend will be deducted from your balance as gifts are sent. Your balance will be trued up monthly when monthly activity reports are sent. See here for more information on Snappy Billing.
Fixed Budgeting: Maintain real-time control over campaign spend without risking unexpected end-of-month overages.
Rolling Balances: Remaining funds stay in your account and automatically roll over to support future campaigns.
1. Setting Up an Account Balance
(Note: Accounts are limited to one active Account Balance method at a time).
Click on the Billing tab in the upper right-hand corner of your dashboard.
Click + Add New → select Account Balance.
Enter Budget: Input the total amount you wish to fund.
Choose Credit Card or Generate Invoice
If paying via CC, enter your card details as normal.
If paying by ACH/wire or check select Generate Invoice.
Name Your Invoice
If using a Purchase Order: enter your PO Number as the name.
Paying an alternative way: enter a recognizable name (e.g., "Q1 Marketing Budget").
Click Generate Invoice.
The invoice will be generated and emailed to you immediately.
💡 Budgeting Tip: We recommend adding a 10–15% buffer to your prepayment to cover last-minute recipient additions, as campaigns cannot exceed your funded balance.
For international campaigns, add an additional 10% to cover higher regional VAT rates compared to US sales tax.
2. How to Pay
Download your invoice PDF under Billing → Invoices. Your campaign balance becomes available as soon as payment settles.
Credit Card (Fastest):
Click the Pay Online link inside your invoice PDF. Funds become available immediately. (Best for amounts under $10,000).
ACH / Wire Transfer (Preferred):
Follow the banking details listed on your invoice PDF. Once we receive the funds it typically takes ~1 business day to process and apply to your account.
Physical Check (Discouraged):
Processing takes 2+ weeks and is not recommended for time-sensitive campaigns. Checks must be mailed to our Lockbox address:
Snappy App, Inc.
DEPT CH 17651
Palatine, IL 60055-7651
3. Managing Your Account Balance
Adding Funds:
Go to Billing and click Add Funds next to your account balance. Enter the desired amount and click Save Changes to generate a new invoice. Once funded, your account limit will automatically update.
Transferring Funds:
Click the three dots icon (⋮) next to your balance → select Transfer Balance. Move unused funds between Prepay or Instant accounts (minimum transfer amount: $1.00).
Requesting Refunds:
Refund processing takes approximately 14 days. All active gift links associated with the funded campaign must be expired before a refund can be issued.
4. Billing Activity & Reporting
Snappy sends automated monthly activity reports on the first business day of each month. Your statement will list prepaid deductions under the Applied Balance line item. Any unused funds remain safely stored on your account for future use or can be refunded upon request.