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Set Up Payment Allocation Priority

Set the default order in which payments are applied to charges, at the company level or for a specific property.

Written by Samuel

Overview

By default, DoorLoop applies payments to the oldest charges first. If you'd rather prioritize specific account categories instead, you can set a custom allocation priority for your whole company, or override it for an individual property.

The Steps

  1. To set up payment allocation priority for tenant payments, click Settings on the main menu. Then under the Property Settings section, click Payment Allocation.

  2. On the Payment Allocation window, decide "How should payments be allocated to charges?" You have two choices:

    • Oldest Charge First (default): Payments will be applied to the oldest charge first.

    • Allocate Manually - Choose which account categories in which payments will be applied to first.

    If you choose to leave it at the default setting, you can end the process here and click Save. If you want to allocate manually, move on to the next step.

  3. After selecting Allocate Manually, choose which account categories will have priority. Click the dropdown menu and select an account. To add more accounts, click + Add Another Account for each one.

  4. Priority is set from highest to lowest, top to bottom. Any account not on this list is prioritized by oldest to newest, with the oldest charged first.

  5. Click Save to finish.

Tip: To set a different payment allocation priority for a specific property instead of using your company default, follow the instructions below:

  1. click Rentals > Properties on the main menu and select the property.

  2. On the property's page, click the Settings tab, then click Payment Allocation.

  3. Choose Specify Settings for this Property, then follow the same steps above to set the allocation method and priority.

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