Skip to main content
All CollectionsGetting StartedModule 4: Do Even More With DoorLoop
Send Payments with Checkbook.io
Send Payments with Checkbook.io

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 week 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 Send 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.

  5. Your next step will be to add and validate your bank accounts in Checkbook.io.

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.

  1. You'll want to first log into your Checkbook.io account and log into your account from there.

  2. On the Checkbook.io dashboard, click Settings on the left menu and then click Accounts and Cards.

  3. On the Accounts and Card page, click the button labeled + Add Account. There are two options you have to add a bank account - Instant Verification or Manual Verification. (Note that if you plan on having Checkbook.io send out paper checks for you, you'll need to go through the Manual Verification process.)

    • Instant Verification of your bank accounts

      1. Click Instant Verification.

      2. Use the search field to find your bank. Click Submit.

      3. Depending on the bank, you'll have two methods of adding your bank account instantly.

        1. Connecting with Plaid - Click Continue on the Plaid popup and you will be directed away from this window and sent to your bank's website to confirm your User ID and Password there. If the login is successful, you'll see a message stating that your account has been successfully linked to Checkbook.io.

        2. Connecting with Checkbook.io - This method requires that you enter the User ID and Password directly in the popup dialog with no need to be redirected out of Checkbook.io. Click Submit when done.

      4. If all the information was entered correctly, you should see your bank account now in the Accounts page.

    • Manual Verification of your bank accounts

      1. Click Manual Verification.

      2. Add your bank account by entering the routing number and account number and account type.

      3. Click Submit.

      4. The bank will be added to your list of bank accounts. You'll now need to click the box next to the bank name and click the Verify Button on the top.

      5. Once you do that, Checkbook will send you two micro-deposits to your account. You'll get an email with a link that you'll need to click and verify the two micro-deposit amounts. Once you do this, your account will be added and verified.

Step 3 - Configure DoorLoop Send 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.

Step 4 - Send Payments to your Owners, Vendors, and Tenants

  1. Whether creating an Expense, Owner Distribution, Tenant Refund, or Paying Bills, if the bank account you select to make the payment has been connected to Checkbook.io, you will be able to select ePay as a payment method. You must use the ePay option for anything Checkbook.io related.

  2. After you create the send payment transaction (expense, bill payment, tenant refund, owner distributions, etc,) click on Accounting on the main menu and then click on Send Payments under the Online Payments section.

  3. The payment you created will appear here on the Send Payments page. Find the payment you just created, and if you see an Add Info button in the Actions column, click on the Add Info button to set up the recipient to receive online payments. (Skip to Step 7 if you don't see this.)

  4. Click the Send Payments tab and then toggle on "Enable send payments for this vendor, owner, or tenant."

  5. Select a payment method of either Email or Mail Check.

    • Email - The payment is sent via email, and the recipient can choose whether to receive it via direct deposit (ACH) or print their own check. (Optional) A PIN Code and Hint can be entered to ensure only the intended recipient can receive the payment. You'll need to add the recipient's email to the Billing Email field where you want the payment to be sent.

    • Mail Check - If you choose the Mail Check option, you will need to enter the recipient's mailing address.

  6. Click Save when you are done to return to the Send Payments page.

  7. Click the Send link on the outgoing payment line to send the payment. You will have a chance to review and Confirm the payment.

That's it!

Reset Your Send Payments Account

If for any reason you need to reset your Send Payments settings or need to connect a brand new Checkbook.io account, you can do so by turning off the Enable send payments with Checkbook.io option. For more detailed instructions, click here: Enter New API Keys for Checkbook.io.

  1. To reset your send payments settings, click Settings on the main menu and then click Send Payments.

  2. Toggle off Enable send payments with Checkbook.io.

  3. Click Save. The Send Payments window should reset back to its default state.

  4. Click Send Payments again.

  5. Enter your new API Key and API Secret key.

  6. Click Save to finish.

Related Articles

Did this answer your question?