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Set Up a Tenant's Outgoing Payments Information

Configure a tenant's outgoing payment details in DoorLoop before sending refunds or security deposit returns via ePay through Checkbook.io.

Written by Samuel

Overview

If you plan on sending your tenants any money — for instance, a refund for an overpayment or a refund for their security deposit — you can do so from within DoorLoop in the form of an Outgoing Payment. You'll need to set up the tenant's Outgoing Payments information in advance so the system knows where to send those payments.

Note: You'll only need to set up a tenant's outgoing payments information if you plan on sending them a payment. You don't need to set this up if you intend for the tenant to make online payments for charges on their lease.

The Steps

Coming from Send an Outgoing Payment to a Tenant, Vendor, or Owner? Start at Step 3 below.

  1. To add the outgoing payments information for a tenant, click People > Tenants on the main menu.

  2. Find the tenant you want to add outgoing payment information for. Then, click the 3-Dots to the right of their name and select Edit.

  3. On the Edit Tenant window, in the Outgoing Payments tab, toggle on the "Enable send payments for this tenant" setting for the tenant to whom you are sending the payment.

  4. 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 tenant 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 tenant 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.

  5. Click Update when you are done.

The tenant's Outgoing Payments information is now set up, and DoorLoop knows where to send their payment.

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