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Edit a Deposit Held on a Lease

Edit a deposit that was recorded incorrectly — the deposit charge, the payment, or the credit used to record it.

Written by Samuel

Overview

At some point, you might realize you recorded a lease deposit incorrectly and need to edit it. If you need to remove a deposit charge entirely instead, see Delete a Deposit Charge from a Lease.

The Steps

Depending on what needs to be corrected, choose one of the following:

  • If the payment was entered incorrectly: Edit the payment and apply it to the deposit charge. Follow the steps in Edit or Delete a Lease Payment That Has Already Been Deposited if the payment has already been deposited.

  • If the deposit charge was entered incorrectly: Edit the deposit charge directly. Click the Transactions tab on the lease, click the 3-dots on the charge, and choose Edit. If a payment was already attached to the charge, DoorLoop reallocates the funds to it automatically once you save your changes.

  • If the deposit was recorded as a credit to the opening balance: Follow Issue a Credit to the Opening Balance on a Lease to correct the credit.

Note: If you edit a deposit charge or an opening balance credit that's attached to a $0 Applied Credit line, the date of that Applied Credit line updates to today's date, since you're making a change today. You can edit the $0 Applied Credit line yourself to match the date of the deposit charge and credit, if you'd like to keep these transactions grouped together on the lease ledger.

The deposit now reflects your changes on the lease ledger.

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