Overview
If you plan on sending a vendor any money, such as for a payment for a bill or expense, you can do so from within DoorLoop. You will need to set up their Outgoing Payments information in advance so that the system will know where to send those payments to.
The Steps
To add the outgoing payments information for a vendor, click People > Vendors on the main menu.
Find the vendor you want to add outgoing payment information for and click the 3-Dots to the right of their name. Then select Edit from the pop-up menu.
On the Edit Vendor window, on the Outgoing Payments section, toggle on the "Enable send payments for this vendor" setting for the tenant to whom you are sending the payment. Then, you will have two options for how you want to send payments to your tenant:
Email (recommended) - This email method will send an email to the tenant asking them how they would like to get paid. They'll be able to choose Direct Deposit or Print and Deposit.
Scroll down to the Email Settings portion and enter the recipient's Billing Email. This is where the payment will be emailed.
(optional) You can also enable Ask the payee for a PIN before accepting this payment. If you enable this, you must provide a PIN Code and a Hint that will give the payee an idea of what the PIN is. Otherwise, they will not be able to accept their payment.
Mail Check - The mail check method will send a physical check to the tenant on your behalf from Checkbook.io.
Scroll down to the Address Settings and enter the recipient's Mailing Address. Be sure all the information provided here is correct and accurate.
Click Update when you are done.
Next Steps