How To
Your playbook for sending, tracking, and managing payments seamlessly.
10 articles
- How to set up and manage payeesBefore you can send money through Loop, you’ll need to add the recipient as a payee. Once a payee is added, their information is securely saved — making future payments…
- How to send paymentsSend local or international payments in a few steps — add a payee, choose your funding source, and Loop routes the payment through the optimal network.
- How to send a wire transferSend wire transfers through Loop's Send Payments — no wire fees charged to the sender. Loop auto-selects ACH, Wire, or Faster Payments for you.
- How to send payments internationallySend international payments in just a few steps. Add your recipient as payee, choose your funding source, and Loop automatically selects the fastest, most cost-effective network — like SWIFT, ACH,…
- How to set up payment approval workflowsConfigure payment approval workflows in Loop — set required approvals, assign creator and approver permissions, and review payments before they're sent.
- How to troubleshoot a failed paymentA payment can fail due to incorrect details or insufficient funds. Learn the common causes, how to check your payment, and how to get help from Loop Support.
- How do I send bulk payments?Bulk Payments lets you send multiple payments at once by uploading a CSV file. You’ll review and approve the batch before any funds move.
- How can I download a payment confirmation in Loop Financial?
- How to send bulk payments to saved payeesSend multiple payments to payees already saved in Loop using one CSV file. When you use each payee’s saved email address, you only need to add their payment details.
- How to create new payees and send bulk paymentsCreate multiple payees and prepare their payments in one CSV upload. Loop saves new payees as part of the payment batch. You must include a payment for each new payee.