Overview
When payments are received in DoorLoop, they're automatically applied to the oldest open charge, unless you have custom payment allocations set up. If you have several open charges and want a payment to apply to a specific one instead, you can allocate it manually.
If you're trying to reallocate a payment that was already received as an ePay, use Reallocate Lease Payments to Different Charges instead.
Tip: Automatically Apply Payments is turned on by default. If you regularly allocate payments manually, you can toggle it off and save that as your default for future payments.
The Steps
Follow the normal steps to receive a payment on a lease, with these differences:
Enter the Amount Received, then toggle off Automatically Apply Payments. This allows you to manually allocate the payment to specific open charges instead of the oldest one.
Then, under the Outstanding Transactions section, enter the Payment Amount for each open charge you want to apply the payment to. The Amount to Apply should equal the amount received, while the Amount to Credit should equal zero, or more if there's an overpayment.
Click Save when finished.
The payment is now applied exactly the way you specified, instead of automatically going to the oldest charge.