Overview
Before you can record a payment or credit for any kind of deposit in DoorLoop — a security deposit, pet deposit, last month's rent, or any other liability-category charge — the lease needs to have that deposit charge posted to it first. This is normally added while creating the lease — during the New Lease wizard's Move-in Fees step, select the appropriate deposit type as the charge. If it was missed at that point, you can post the charge manually at any time using the steps below.
Note: Posting the charge alone does not make the deposit appear on the Deposits tab, on tenant or owner statements, or in deposit reports. The deposit only becomes visible once a payment or credit is recorded against the charge. After posting the charge, continue with Record a Security Deposit Payment on a Lease or Record a Security Deposit for a Lease That Started Before Your Accounting Start Date. The same process applies whether you're recording a security deposit or another type of deposit.
The Steps
To add a deposit on a lease, Click Leasing > Leases on the main menu.
Find and click on the lease you want to add the deposit charge to.
On the lease, click the Transactions tab and click the Post Charge button.
On the Post Charge window, enter the following information:
Category: Choose the liability account that matches the deposit type — for example, Liability > Security Deposit, Liability > Pet Deposit, or Liability > Last Month's Rent.
Description: (Optional)
Amount: Enter the amount you're collecting for the deposit.
Click Save to finish.
You'll now see an open balance on the lease for the deposit amount due.
Tip: The charge is what tells DoorLoop that a deposit is expected. The next step — recording the payment or credit — is what tells DoorLoop the deposit has actually been received. Both steps are required.