Overview
Attaching receipts to your Loop card transactions helps you keep accurate records and makes bookkeeping effortless.
Loop offers two simple options for uploading receipts:
Manual Upload: Attach receipts directly from your Dashboard.
SMS Receipt Matching: Text receipts from your phone for automatic matching.
Option 1: Manual Upload
Upload a receipt manually
Go to Transactions → Cards in your Loop Dashboard.
Select the transaction you want to upload a receipt for.
In the transaction details pane, look for the Files section.
Drag and drop your receipt file into the upload area or click to browse for a file.
Once uploaded, your receipt will appear under the transaction details and will automatically sync with your accounting software.
Option 2: SMS Receipt Matching
SMS Receipt Matching automatically attaches receipts to the correct Loop card transactions — no manual upload needed.
When enabled, you’ll receive a text message every time you make a purchase with your Loop Card. Simply reply to the SMS with an image of your receipt, and Loop does the rest.
How to enable SMS Receipt Matching
Step 1: Confirm your phone number
Go to Settings → Personal.
Make sure your phone number is correct.
Update it if needed.
Step 2: Opt in to SMS notifications
Go to Settings → Notifications → User Notification Settings.
Enable SMS Notifications by checking the box.
Step 3: Reply with your receipt
Once enabled, you’ll receive SMS notifications for any transactions made with your Loop Card.
Simply reply to the text with a photo of your receipt.
Step 4: You’re done!
Loop will automatically match the receipt to the correct transaction.
You’ll see the receipt attached in your transaction details within seconds.
If the system can’t automatically match a receipt (e.g., if the image is blurry), you can still attach it manually by selecting “Select from unmatched receipts” in the transaction details pane.
FAQs
Can I email receipts instead of using SMS?
Currently, Loop supports manual uploads and SMS uploads. Email upload may be added in the future.
What if I reply to an SMS with the wrong receipt?
No problem — you can reattach the correct image manually under the Transaction. Just click on Unlink this receipt, and upload the correct one manually.
Will Loop notify me if a receipt doesn’t match automatically?
Yes — if a receipt can’t be matched, you’ll see it listed under Select from receipts uploaded via SMS for manual attachment.