Overview
When a lease was active before your Accounting Start Date, the security deposit was likely already collected and already factored into your property's opening balance. Recording it as a regular payment would double-count the funds — once in the opening balance and again as a new deposit.
To avoid double-counting, you record the deposit as a credit posted against the Opening Balance account. This tells DoorLoop "the money is already on the books, just apply it to the deposit charge."
Note: Use this workflow only if the deposit was already included in your opening balance. If it wasn't, follow Record a Security Deposit Payment on a Lease instead.
Note: A security deposit will not appear on the Deposits tab, tenant or owner statements, or deposit reports until this credit is recorded and applied. The charge alone is not enough.
The Steps
This workflow assumes you've already posted the security deposit charge to the lease.
Click Leasing on the main menu and then click Active Leases.
Find the lease you want to issue a credit on and click into it.
Click the Transactions tab and click the Issue Credit button.
Enter the following information:
Lease: auto-filled with the lease you're on.
Date: enter the date the deposit was originally received from the tenant.
Category: choose Equity > Opening Balance. This is the key step — it tells DoorLoop the deposit was already accounted for in your opening balance.
Description: optional. Whatever you enter here is what the tenant will see on their lease ledger in the tenant portal. If left blank, the tenant simply sees "Credit."
Amount: enter the deposit amount.
Date Issued: change if needed.
Add Line Item: use this if you need to add additional credit lines.
Add Memo: optional reference note that will appear in reports.
Add any relevant files (optional) and click Save.
Apply the Credit to the Security Deposit Charge
After saving, you'll see a new line on the Transactions tab labeled $0 Applied Credit. Do not delete this line — it's the link between the credit and the deposit charge. Click on it to open it.
The Charges item the credit is being applied to is the Security Deposit charge.
The amount matches the Opening Balance credit you just issued.
That's it — the security deposit is now properly recorded without double-counting your opening balance. It will appear on the Deposits tab, on tenant and owner statements, and in deposit reports.
Note: If the $0 Applied Credit line was deleted by mistake, see What Are Split Values / $0 Payments on a Lease Transaction? for how to recover.