Help center

How to add a customer

Create a customer profile in GoPayLoop, then attach a loan and payment schedule.

Importing your existing loans

CSV import format, required columns, and validation.

How autopay works

Enrolling a customer in autopay, when charges run, and how retries and NSF are handled.

How to refund a payment

One-click refund from the customer profile, full or partial.

How Stripe payouts work

When money hits your bank account, payout schedule, and how to see pending balances.

Collecting on past-due accounts

Using the Collections dashboard, promises to pay, and bulk SMS.

Setting up late fees

Configure grace period, flat vs percentage, and per-state caps.

The customer portal

What customers see, autopay enrollment, and payment history.

Tracking insurance

Uploading policies, expiration reminders, and lapse alerts.

Compliance and electronic consent

E-SIGN Act, Reg E, TCPA — what GoPayLoop handles for you.

Adding staff members

Invite staff, assign customers, and manage permissions.