Loop Connect is your self-service portal for managing payments, invoices, and disputes with your shipper clients who use Loop. With Connect, you can track payment statuses, see where every invoice stands in the review process, resolve disputes, update your banking details, and manage your team's access, all in one place.

No special contract or service tier is required. All carriers and factors have access to Connect at no additional cost.

Getting started

How do I sign up for Loop Connect?

Any shipper you work with that is a Loop client can provide you with an invite to Loop Connect. Once invited, you will have visibility across all invoices with any Loop client.

Viewing payments

What payment information can I see?

The Connect home page displays your connected bank accounts, invoice statuses, and recent payment activity. Selecting View All opens two tabs: one for your full payment history and another for upcoming payments.

Click on any payment to see detailed information, including the bank account where the payment was sent, the email address where the remittance was sent, and each invoice included in the payment.

How do I find a specific payment?

Use the search bar to look up any payment by its transaction ID or by any invoice number included on the payment.

Viewing invoices

What invoices are visible in Connect?

Connect gives you full visibility into all invoices from your shipper clients, even invoices that are still being reviewed and haven't been paid yet. You can search and filter invoices across all of your Loop clients from the Invoices page.

How do I know where my invoice stands?

Each invoice displays its current processing status:

• Being Audited / Awaiting Approval - The invoice has been received and is being reviewed. No action is needed from you at this time.

• Approved, Scheduled for Payment - The invoice has passed review and a payment date has been scheduled.

• Payment Processed - Payment has been completed.

Resolving disputes

How do I see which invoices have disputes?

From the Invoices page, you can see all invoices blocked by active disputes in one place. Invoices affected by a dispute are clearly flagged.

How do I resolve a dispute?

1. Navigate to the invoice with an active dispute.

2. Click the button to initiate resolution.

3. Upload the required corrections or proof-of-delivery (POD) documents through the resolution flow.

You can also continue resolving disputes over email if you prefer. Both channels stay in sync. If you resolve a dispute via email, it will automatically appear as resolved in Connect, and vice versa.

What dispute features are coming next?

The following features are still in development:

• Downloading a spreadsheet of open disputes

• Viewing invoiced vs. expected charge discrepancies

• Filling out missing normalized data

• Sorting and filtering disputes by type

Managing payment settings

How do I view my payment details?

The Connect home page displays all of your connected bank accounts at the top. Each account card shows the last four digits of the account and routing numbers, the bank account's current status, and any connected payors.

Bank account statuses include:

• ONBOARDED - Your organization is ready for payment execution on Loop.

• ACTIVE - You have been successfully paid using this bank account.

• ERROR - This bank account failed verification, or the most recent payment failure indicates an issue with the account information.

How do I add a new bank account?

1. Click the + Add a new bank button on the home page.

2. Enter the routing number and account number.

3. Choose whether to connect any of your current Loop payors to this new account.

4. Review and confirm.

You'll be alerted that changes must be processed and approved by your shipper if their configuration requires it, before payments begin routing to the new account. If you're paid by multiple Loop clients, you can use different bank accounts for each connection.

How do I edit an existing connection?

You can edit your current connection with any Loop payor. Options include editing or adding remittance email addresses, changing where payments should be sent, and adding a new bank account from within this flow. At the end of each flow, you'll be notified that changes need to be processed and approved before taking effect.

Will my changes take effect right away?

Not necessarily. Changes must be processed by Loop, and depending on your shipper's configuration, may require their approval first. You'll be notified of this before confirming.

User management

How do I invite a teammate?

1. Navigate to the Users page.

2. Click Add User.

3. Enter the new user's name and email address.

4. Click Save.

Loop will send an invitation email to the address you provided. The new user can follow the link to set up their account.

How do I manage pending invitations?

Pending invitations are visible on the Users page. Invitations expire automatically after 30 days, and you can revoke a pending invitation at any time by clicking Cancel Invite next to the user. If an invitation expires, you can send a new one by repeating the invite process.

How do I remove a user?

Navigate to the Users page and click Remove next to the user's name. If someone is removed by mistake, any other team member can re-invite them.

What roles and permissions are available?

All users are assigned the Admin role, which provides full access to all features: viewing invoices and payment statuses, managing bank accounts and payment settings, resolving disputes, and inviting and removing users. Additional roles and more granular permissions are planned for a future update.