What is Pay by Invoice?
With Pay by Invoice, you receive a monthly invoice covering all gifts claimed and processed during the previous month rather than paying upfront.
Account Eligibility: Pay by Invoice requires approved payment terms. To qualify, you must have an Enterprise Annual Plan, meet the minimum annual spend, and receive Finance approval. Contact billing@snappy.com to check your eligibility.
Your account is assigned a monthly credit limit. If your monthly spend exceeds this limit, you'll need to send additional gifts using the Prepay billing method.
Setting Up Pay by Invoice
Click on Billing in the upper right-hand corner of your dashboard.
Click + Add New → select Invoice.
Enter a descriptive Invoice Name (e.g., "Monthly Marketing Budget").
Set a Spending Limit (Optional):
Custom Limit: Restricts new gift sends once the defined threshold is reached.
Leave Blank: Allows unlimited sending up to your approved Snappy account credit line.
Confirm your billing address
Determine how you would like to pay your invoice.
Choose Automatic Payment to automatically pay the invoice via credit card every month. Enter your card information.
Choose Pay Manually to pay via ACH, wire, or credit card or check. Then select Generate Invoice.
Automated Invoice Portals (Coupa, Ariba, etc.)
If your organization manages AP through an automated invoicing portal:
Connection: Invite billing@snappy.com to your accounts payable portal. Snappy will automatically upload monthly invoices directly to your system.
Missing Invoices: If an invoice is missing from your portal, email billing@snappy.com with the specific Invoice Number.
Managing & Updating Details
To adjust budget limits, update contact emails, or edit billing names:
Go to the Billing tab and locate your invoice profile.
Click the three dots icon (⋮) next to the billing method → select Edit.
Update your spending threshold or contact information, then click Save Changes.
How to Pay Your Monthly Invoice
Invoices are issued on the 1st business day of each month.
ACH / Wire Transfer (Preferred):
Follow the electronic payment details printed directly on your invoice PDF.
💡 Pro Tip: Email a transfer confirmation screenshot to billing@snappy.com to accelerate payment processing.
Credit Card:
Click the Pay Online link inside your invoice PDF.
Note: Online credit card payments are capped at $15,000 per invoice.
Physical Check:
Note: Mail processing times are longer. Send physical check payments to:
Snappy App, Inc.DEPT CH 17651
Palatine, IL 60055-7651