Overview
If you plan on sending a vendor any money — such as a payment for a bill or expense — you can do so from within DoorLoop. You'll need to set up their Outgoing Payments information in advance so the system knows where to send those payments.
The Steps
Coming from Send an Outgoing Payment to a Tenant, Vendor, or Owner? Start at Step 3 below.
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 . Then click the 3-dots to the right of their name and select Edit.
On the Edit Vendor window, in the Outgoing Payments tab, toggle on the "Enable send payments for this vendor" setting for the vendor 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 method sends an email to the vendor asking them how they'd like to get paid. They can choose Direct Deposit or Print and Deposit. Scroll down to the Email Settings section and enter the recipient's Billing Email. This is where the payment is 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 gives the payee an idea of what the PIN is — otherwise, they won't be able to accept their payment. If you use a hint related to "phone," use the full 10 digits of the phone number, not just a portion of it.
Mail Check — This method sends a physical check to the vendor on your behalf from Checkbook.io. Scroll down to the Address Settings section and enter the recipient's Mailing Address. Be sure all the information provided here is correct and accurate.
Click Update when you are done.
The vendor's Outgoing Payments information is now set up, and DoorLoop knows where to send their payment.