Overview
Recording a security deposit in DoorLoop is a two-part process: first you post a charge to the lease, then you record the payment or credit that satisfies the charge. The exact path depends on whether the lease is new or was already active before you started using DoorLoop.
This article is a routing guide — pick the scenario that matches yours and jump to the dedicated article for step-by-step instructions.
Note: A security deposit will not appear on the Deposits tab, on tenant or owner statements, or in deposit reports until both steps are complete — posting the charge and recording a payment or credit against it. If a deposit looks "missing" from a report, this is almost always why.
Choose Your Scenario
Scenario 1: I need to add a security deposit charge to a lease
The deposit charge wasn't included when the lease was created, and you need to add it now. → Post a Security Deposit Charge to a Lease
Scenario 2: The tenant paid the security deposit outside DoorLoop and I need to record it
The lease already has a security deposit charge posted, and the tenant paid by cash, check, money order, or another method outside DoorLoop. → Record a Security Deposit Payment on a Lease
Note: If the tenant paid online through the tenant portal, the payment is recorded automatically — you don't need to do anything.
Scenario 3: The lease was active before I started using DoorLoop, and the deposit is already in my opening balance
The deposit was collected before your Accounting Start Date and is already included in your opening balance. Recording it as a regular payment would double-count the funds. → Record a Security Deposit for a Lease That Started Before Your Accounting Start Date
Scenario 4: I posted a security deposit charge by mistake and need to remove it
The charge was added in error or is no longer needed. → Delete a Security Deposit Charge from a Lease
Other Common Security Deposit Tasks
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