Use your Billing tab to easily control how your Snappy campaigns are funded. This guide covers setting primary payment methods, assigning budgets to individual campaigns, moving prepaid funds, and archiving old payment options.
Where to find Billing
You can find the Billing tab in the upper-right corner of your dashboard menu.
Primary Billing Method
Your primary method is the default for all new campaign launches. It appears at the top of your list marked with a gold star. ⭐️
How to set: Click the three dots icon (⋮) next to any method → select Set as Primary.
Note: If you have only one payment method, it is automatically assigned as Primary.
Assigning Methods to Campaigns
To charge specific departments or campaigns to a secondary payment method:
Click the three dots icon (⋮) next to the secondary method → select Assign to campaign.
Check the desired campaigns and click Save. (Assigned methods display a gray star).
Account Balances & Transfers
Account Balance methods require an active balance for recipients to claim gifts.
Add Funds: Click ⋮ → + Add Funds. Enter amount and save. (An exclamation icon ❕ indicates an unpaid prepay invoice).
Transfer Funds: Move unused money to another prepaid account by clicking ⋮ → Transfer Funds (min: $1.00).
Archiving Billing Methods
To remove an unused payment method from your active list, you must first:
Set a different method as Primary.
Unlink all campaigns from this method.
Ensure Pending Charges are $0.00 (all past gifts are claimed or expired).
How to archive: Click ⋮ → Archive Billing Method. (Methods are archived rather than deleted for audit tracking).
FAQ
Where are my archived methods?
Filter by Archived status at the top of the Billing tab.
Can I transfer prepaid funds to a credit card?
No, transfers only work between Prepay balances.
What happens to sent gifts if I archive a card?
Active gifts will still charge the archived card upon claim. Always clear pending charges before archiving.