Once you have added your billing methods, you can manage them from the Billing tab in your dashboard. This is your central hub for controlling how and when Snappy campaigns are funded.
Setting a Primary Billing Method 🌟
Your Primary billing method is the "default" account used for all future campaigns.
The Star System: Your primary method is marked with a gold star and always appears at the top of your list.
How to set it: Click the three dots icon next to your preferred billing method and select Select as Primary.
Note: If you only have one billing method, it is automatically set as the primary.
Assigning Billing to Specific Campaigns 🔗
If you need a specific department or campaign to use a different bank account or credit card (outside of your primary), you can "link" it directly.
Click the three dots icon next to the secondary billing method.
Select Assign to campaign.
Check the box for each campaign you want to link to this specific payment method and click Save.
Note: Linked secondary methods will be marked with a gray star.
Managing Prepay Balances 💰
If your billing type is listed as Prepay, you must maintain a balance in your Snappy account to keep your campaigns running.
Add Funds: Select the three dots icon -> + Add Funds. Enter your deposit amount and click Save.
Payment Status: An exclamation icon (❕) will appear next to the method until the prepay invoice is paid. Once confirmed, your budget will update and the icon will disappear.
Transferring & Consolidating Funds
If you have unused funds on an old Prepay or Instant Payment account, you can transfer them to a new one.
Locate the billing method with the remaining balance.
Click the three dots icon and select Transfer Funds.
Enter the amount to move (Minimum $1.00) and select the destination account.
Confirm the transaction.
Archiving Old Billing Methods 📁
To keep your dashboard clean, you can archive billing methods you no longer use.
Before you archive, ensure:
You have a different method set as Primary.
All campaigns are unlinked from this method.
Your "Pending Charges" for this method are $0.00 (meaning all gifts are claimed or expired).
How to archive: Click the three dots icon -> Archive Billing Method.
Note: For security and auditing reasons, billing methods cannot be completely deleted, only archived.
Frequently Asked Questions (FAQ)
Why can't I see my archived billing methods?
By default, the dashboard only shows "Active" or "Draft" accounts. To see older accounts, click the Status Filter at the top of the page and check Archived.
Can I move funds to a credit card account?
No. Transfers only work between Prepay or Instant Payment methods.
What happens to sent gifts if I archive the card?
If a gift was sent while that card was active, it will still attempt to bill that card once the gift is claimed. Always ensure your "Pending Charges" are zero before archiving.