# Bulk Payment Import

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You can upload payments in bulk to automatically mark multiple invoices as paid. This feature is designed for scenarios where payments are received outside Loopit — such as bank transfers from business customers or external accounting systems — and need to be reconciled efficiently.

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### When to Use Bulk Payment Importing

This tool is useful when:

* Payments are collected **off-platform** (e.g., bank account deposits, POS system, external billing tool).
* You receive **one consolidated payment** covering multiple invoices.
* You want to update invoice records in Loopit **without processing each payment manually**.

Instead of individually allocating each payment, Loopit will automatically match imported data to outstanding invoices.

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### Where to Find the Import Tool

1. Navigate to **Finance Reports**
2. Select **Payments**
3. Click the **Import** button

You can upload either a CSV or Excel file containing invoice and payment information.

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### Required File Format

You can download a sample template directly from the import modal.\
Your file must include:

<table><thead><tr><th width="217.3333740234375">Field</th><th width="159.8331298828125">Required</th><th>Description</th></tr></thead><tbody><tr><td><strong>Invoice Number</strong></td><td>Yes</td><td>The unique invoice reference from Loopit</td></tr><tr><td><strong>Payment Amount</strong></td><td>Yes</td><td>The amount received for that invoice</td></tr><tr><td><strong>Payment Date</strong></td><td>Optional</td><td>When payment was received</td></tr><tr><td><strong>Payment Reference</strong></td><td>Optional</td><td>Free text (e.g., bank record reference)</td></tr></tbody></table>

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All amounts must be provided in your **workspace’s default currency**.
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### How to Import Payments

1. Click **Choose CSV** and upload your file.
2. Match each column to the correct field (Invoice Number, Payment Amount, etc.).
3. Preview all rows before submitting.
   * You can edit individual records or remove rows if needed.
4. Click **Submit** to begin processing.
   * Do not close the browser until the upload confirmation screen appears.

Once the file is accepted, you may continue working in Loopit while processing completes in the background.

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### Matching and Error Handling

Loopit automatically matches payments to outstanding invoices and assigns them as **manual off-platform payments**.

When processing is complete:

* The operator who uploaded the file receives an **email summary**, including:
  * Total payments successfully applied
  * Payments skipped and the reason (e.g., missing invoice number, invalid value, duplicate invoice reference)

If any rows require correction, you can adjust your file and re-upload only the failed entries.

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### Reviewing Applied Payments

After import:

1. Go back to **Finance Reports > Payments**
2. All successfully matched payments will appear in the list
3. Clicking an **Invoice Number** will open the invoice record showing:
   * The applied payment amount
   * Payment method: *Off-Platform Payment*

This ensures accurate financial reporting across your workspace while staying aligned with your external systems.


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