Overview
When a tenant pays online, DoorLoop automatically allocates the payment to the oldest open charges first, unless you have custom payment allocations set up. Sometimes that's not what you want — for example, if a payment gets applied to a security deposit charge when you'd rather it go toward past-due rent instead. Here's how to fix that after the fact.
Properly categorizing and applying charges ensures accurate financial records and smooth tenant management. For example, lease deposits typically include charges such as rent, security deposits, and last month's rent. Ensuring these charges are correctly documented in the tenant ledger is crucial before payments are received.
The Steps
To reallocate a payment to a different charge, click Leasing > Leases on the main menu.
Find and click on the lease with the payment you want to reallocate.
On the lease, click the Transactions tab and then click on the payment you need to edit.
On the Receive Payment window, toggle off Automatically Apply Payments. Doing so will show the Outstanding Transactions section and show you each of the charges that the payment has been allocated to.
From the Outstanding Transactions section, you can enter $0 for the charges you don't want the payment allocated for, and enter a dollar amount for those charges you do want the payment allocated for.
Click Save to finish.
Note: If you don't see any open charges to reallocate a payment too, you may need to post new charges that are related to what the payment is for.
If you're receiving a payment manually and want to allocate it to specific charges from the start, rather than reallocating an online payment after the fact, see Manually Allocate Payments for Specific Charges on a Lease.