What is a Purchase Order (PO)?
A PO is a formal agreement from your company to pay for gifts up to a specific budget. It is not a deposit; it is a "promise to pay." You will still receive monthly invoices that your Accounts Payable (AP) team must pay.
Invoice Portals
If your company uses an automated invoice portal (e.g., Coupa, Bill.com):
Send an invite to billing@snappy.com.
Once connected, invoices and reminders will automatically upload to your system.
Troubleshooting: If an invoice is missing, contact support with the specific Invoice Number.
1. How to Add a PO
Navigate to the Billing tab.
Click + Add Billing Method > Select Purchase Order.
Name Your PO: Enter your PO Number as the name.
Set Budget: Enter the exact amount listed on your official PO approval document.
Click Add Billing Method.
Required Step: Email a PDF copy of your PO approval document to
billing@snappy.com.Note: The PO will remain "Pending" until our Finance team verifies that the Dashboard numbers match your PDF document.
2. How to Edit a PO
Need to increase the budget or update details?
Click the three dots (⋮) next to your PO > Edit.
Update the info and click Save Changes.
Important: If you changed the budget, you must email the updated PO approval PDF to
billing@snappy.com.
3. Payment & Invoicing
Invoices: Sent on the 1st business day of the month for gifts claimed in the previous month.
Payment: Your AP team must pay these invoices via ACH/Wire, Check, or Credit Card within your payment terms.
Refunds: Refunds are not applicable to POs because no funds were prepaid. The "remaining balance" shown is simply the unused portion of your approved spending limit.
⚠️ Requirements
Using a PO requires Payment Terms approval. To qualify, you typically need:
Enterprise Annual Plan
$50k+ Annual Spend Commitment
Finance Approval (Credit Check)
Contact billing@snappy.com if you need to apply for terms.