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Understanding Account Balances

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

Need to know how much money you have left to spend on gifts? You can find a complete breakdown of your funds and expenses in the Billing Methods section of your dashboard.

(Note: Any remaining funds in your balance can be applied to future gift sends or refunded upon request, subject to Snappy's refund terms.)


Where to Find Balances

  1. Select Billing in the top right menu of your dashboard.

  2. Click Billing Methods

  3. Find the Billing Method you are looking for, and select the dropdown arrow next to it.


Budget Glossary: What Do These Terms Mean?

If you are reviewing your Budget section, here is exactly what each column represents:

  • Total gifts sent

    • How many total gifts were sent out, and how many of those have actually been claimed by recipients so far.

  • Gifts invoiced

    • How many gifts have been invoiced

  • Gifts not invoiced

    • How many gifts have been sent but not invoiced

  • Gifts value

    • Total value of sent gifts, not including service fee or tax

  • Finalized cost

    • The actual cost of claimed gifts, including the final service fee and exact tax based on the recipient's shipping address. This updates when invoices are generated on the first business day of each month.

  • Estimated cost

    • Estimated charge (including fee and tax) for gifts that haven’t been invoiced yet


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