Bulk Payment Import
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.
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.
Where to Find the Import Tool
Navigate to Finance Reports
Select Payments
Click the Import button
You can upload either a CSV or Excel file containing invoice and payment information.
Required File Format
You can download a sample template directly from the import modal. Your file must include:
Invoice Number
Yes
The unique invoice reference from Loopit
Payment Amount
Yes
The amount received for that invoice
Payment Date
Optional
When payment was received
Payment Reference
Optional
Free text (e.g., bank record reference)
How to Import Payments
Click Choose CSV and upload your file.
Match each column to the correct field (Invoice Number, Payment Amount, etc.).
Preview all rows before submitting.
You can edit individual records or remove rows if needed.
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.
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.
Reviewing Applied Payments
After import:
Go back to Finance Reports > Payments
All successfully matched payments will appear in the list
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.
Last updated