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
To set up payment allocation priority for tenant payments, click Settings on the main menu. Then under the Company Defaults section, click Payment Allocation.
On the Payment Allocation settings page, 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. If you want to allocate manually, move on to the next step.
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 a Category for each one.
Priority is set from top to bottom. Any account not on this list is prioritized by oldest to newest, with the oldest charged first.
Click Save Changes to finish.
Property-Level and Lease-Level Payment Allocation Settings
If you want to set property-specific or lease-specific Payment Allocation settings, click Customize on the Customize by Property & Lease banner. For more details on how this works, see Customize Settings by Property or Lease for detailed instructions.