Overview

From DoorLoop, you can easily pay your vendor bills, and refund your owners 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!

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

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.

To create a Checkbook.io account, click Settings on the main menu and then click Send Payments under the Company section.
To create your Checkbook.io account, click on the Create Account button. This will open up the Checkbook.io website on a separate tab to create your free account.
Complete the page and click the Sign up button.
After entering in the Verification Code from Checkbook to continue with the Checkbook account creation, you'll now be in your Checkbook.io dashboard.
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.

You'll want to first log into your Checkbook.io account and log into your account from there.
On the left menu, click Settings and then click Accounts.
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.
    
    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.
    
    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 Checbook.io account, it's time to connect your account to DoorLoop. This can be easily done by adding a couple of little API codes to the system.

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.
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.
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.)
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.
Click Save when you are done.
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.
Click Save to finish.

Step 4 - Send Payments (ePay)

Whether creating an Expense, Paying Bills, or Refunding Owners, 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.
After you create the send payment transaction, click on Accounting and then click on Send Payments (under the Online Payments section) to find the payment you just created.

If you already set up the recipient to receive online payments skip to Step 4, you will see what the payment status is. Otherwise, you need to set up their info to accept payments (Step 3).
Click on the Add Info button to set up the recipient to receive online payments.
- Toggle on Enable send payments for this vendor/owners
Select a payment method of either Email or Mail Check
- Email allows the recipient to choose whether they would like to get paid via direct deposit (ACH) or by printing their own check. You can also choose a PIN Code and enter a Hint to ensure only the intended recipient can receive the payment.
  - For example, you could choose something only the recipient would know, and let them know what this is using the hint.
- If you choose the Mail Check option, you will need to enter the recipient's mailing address.
Click Save when you are done to return to the Send Payments page.
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! Once the payment has been sent, you can edit or void the payment using the instructions in the next section.

Note: the cost from Checkbook.io is $1 to send a payment by email and $1.79 for a mailed check.

Void Payments

After you send out a check, you can still update and review your sent payments.

On the main menu, click Accounting and then click on Send Payments.
On the Send Payments screen, you should now see a list of recent recipients that you've sent checks to. Look for the recipient with the check that you need to void. If you are able to still void the check, you'll see a link to Void the check under the Actions column.
Click Void to void that check. The Status of the payment will now show Voided.
You will need to record the fact that you voided the check and add that money back into your DoorLoop account balance. You can do so by clicking the + Create New button at the top left-hand corner and clicking Bank Deposit under Other Transactions.
Under Deposit Account, select the original account that the money came out of. Then for the deposit information itself, enter the Property the funds are associated with, the account type, and the amount going back into your account.

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.

To reset your send payments settings, click Settings on the main menu and then click Send Payments.
Toggle off Enable send payments with Checkbook.io.
Click Save. The Send Payments window should reset back to its default state.
Click Send Payments again.
Enter your new API Key and API Secret key.
Click Save to finish.