What is Pay by Purchase Order?
With Pay by Purchase Order, you receive a monthly invoice covering all gifts claimed and processed during the previous month rather than paying upfront. The invoice will reference your PO number and your cumulative spend will be capped by the PO amount.
Account Eligibility: Pay by Purchase Order 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.
Invoice Portals
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.
Billing Email: Ensure the billing email tied to your billing method matches the PO owner in your procurement system.
Missing Invoices: If an invoice is missing from your portal, email billing@snappy.com with the specific Invoice Number.
1. Setting Up a Purchase Order
Click Billing in the top-right corner of your dashboard.
Click + Add New → select Purchase Order under Monthly Invoices.
Add the exact details of your Purchase Order.
Add your Billing Details.
Generate Invoice
Verification Step: Email a PDF copy of your approved PO document to billing@snappy.com.
Note: Your PO will remain in "Pending" status until our Finance team verifies that your dashboard details match your official PO document.
2. Editing or Increasing a PO Budget
To increase an existing PO budget or update details:
Go to Billing and locate your PO method.
Click the three dots icon (⋮) next to the PO → select Edit.
Update your budget amount or contact details and click Save Changes.
Required Step: Email your updated PO approval PDF to billing@snappy.com to confirm the limit increase.