Overview
Receiving payments in DoorLoop is normally an automated process. If there are open charges, payments will usually be allocated to the oldest payments first, unless you have custom payment allocations set up. However, there are times when you might want to reallocate payments, for instance, if a payment was made for a security deposit but instead was allocated to a rent payment. Here's how you would fix that.
The Steps
Reallocating a payment
On the main menu, click on Leasing and then click Active Leases.
Find the lease you want to edit a lease payment for, and click on it. You can either sort the list by the various columns and filters or use the Search leases search bar.
Click on the Transactions tab and find the lease payment you need to edit.
Click the Payment you want to edit.
For this example, clicking the payment will show that the $3000 payment in the example was automatically allocated to the three oldest charges, which happen to be a $1000 security deposit charge and two rent payments. But what if I don't want to allocate the payment to the Security Deposit and instead I want the payment to go towards paying off the past due rent charges?
Simple. We would enter $1000 for the next oldest rent charge and $0 for the security deposit charge. This will reallocate $1000 from one charge to the other.
When you click Save, that will complete the process. Clicking the payment again after, you should see that the funds were now allocated to the rent charge and the security deposit still has a balance due now along with the remaining rent charge.
Manually Apply Payments
You can skip the step above if you receive payments manually and allocate payments manually. To do this, you would just toggle off the setting for "Automatically Apply Payments" and then manually enter the amount received and which charge you are allocating the payment for.
So in this example, we received $1000 and allocated that money to the most recent Rent charge instead of the older Security Deposit charge.
