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Set Up Checkbook.io to Send Outgoing Payments Electronically

Send payments to your owners, vendors, and even refund tenants with eCheck/ACH or printed checks through Checkbook.io.

Samuel avatar
Written by Samuel
Updated over a month ago

Overview

From DoorLoop, you can easily pay your vendor bills, distribute money to your owners, and refund your tenant's deposits or overpayments using our integration with Checkbook.io to send payments.

After an initial setup, all you have to do is send money, and your payees decide how they want to receive it. No more using multiple apps, coordinating with the recipient, or writing and sending checks!

To send payments, you will need to set up a merchant account to receive payments. You can read more about setting up a merchant account by reading the Merchant Account Application article.

Note: Sending payments through Checkbook.io is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

Step 1 - Create a Checkbook.io Account

Note: If you currently have an existing Checkbook.io account for other businesses, you will not be able to use that with DoorLoop. You must set up a new Checkbook.io account with a different login and password to use with DoorLoop.

  1. To create a Checkbook.io account, click Settings on the main menu and then click Outgoing Payments under the Company section.

  2. Click on the Create Account button. This will open up the Checkbook.io website on a new tab on your browser to create your free account.

  3. Complete the free account setup and click the Sign up button. You will then be sent an email with a Verification Code.

  4. After entering the Verification Code from the Checkbook.io, you'll now be in your Checkbook.io dashboard.

Tip: The cost to send payments from Checkbook.io is $1 to send a payment by email (eCheck/ACH) and $1.79 for a mailed check.

Step 2 - Add and Validate Your Bank Accounts in Checkbook.io

Before sending out any payments, you must validate your bank accounts with Checkbook.io. You can do so by following the instructions here: Add and Verify Your Bank Accounts in Checkbook.io.

Note: You can add multiple bank accounts on the Checkbook.io side and verify them all in the process. This will allow you to connect multiple bank accounts to Checkbook.io and make payments from each. The next step will show you how to connect those bank accounts to the ones in DoorLoop.

Step 3 - Configure DoorLoop Outgoing Payment Settings

Now that you've set up your Checkbook.io account, it's time to connect your account to DoorLoop. This can be easily done by adding a couple of API keys to the system.

  1. To get your Checkbook.io API Keys, click Settings on the main menu and then click Send Payments. Next, click the Get Checkbook API Keys button.

  2. This will open a new browser tab, and you will be prompted to log into your Checkbook.io account. Once you do, click Settings on the left menu and then click Developer.

  3. Click Generate New Keys. The API Keys will appear above. You will need to copy the Publishable Key and the Secret Key. (DO NOT USE THE KEYS SHOWN BELOW.)

  4. Go back to the DoorLoop tab on your browser, and you should still be on the Send Payments window. Enter the Publishable Key into the API Key field and the Secret Key into the API Secret field.

  5. Click Save when you are done.

  6. Once you do this, you'll now see a section labeled Map Accounts. Here, you want to match the bank account(s) you added in Checkbook.io to the corresponding bank account on DoorLoop.

  7. Click Save to finish.

Tip: After basic configuration, head over to: Set Up Checkbook.io to Avoid Send Payment Errors, and set up several advanced options to avoid any possible Checkbook.io sending errors that you may run into.


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