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Manually Allocate Payments for Specific Charges on a Lease

If you need to receieve a payment but manually allocate that payment to a specific charge, here's how you would do that.

Written by Samuel
Updated over a year ago

Overview

When payments are received in DoorLoop, most of the time they are allocated manually to the oldest open charge. If your tenants make their payments on time each month, then the payments are normally just allocated to the open rent charge for the month. However, what if there are a lot of open charges and you want to receive a payment and have it apply to a specific charge, not necessarily the oldest one?

The Steps

We are going to receive a payment manually on a lease as an example here. If you're trying to reallocate an ePay, you'll want to follow these instructions: Reallocate Lease Payments to Different Charges.

  1. To manually allocate a payment to a specific charge, click Leasing on the main menu and then click Active Leases.

  2. Find the lease you want to receive a payment for and click on it.

  3. Click the Transation tab.

  4. Click the Receive Payment button.

  5. On the Receive Payment window, you will want to fill out the Amount Received field and then toggle off Automatically Apply Payments. Toggling off this option will allow you to manually allocate the payment to specific open charges.

  6. Enter the Payment Amount for each open Charge that you want to apply the payment to. Note that the Amount to Apply would equal the amount received while the Amount to Credit should equal zero or more if there's an overpayment.

  7. Click Save when you are finished.

Things to Consider

  • Normally the Automatically Apply Payments button is turned in by default. If you want, you can toggle this off and then save this as the default when receiving payments manually.

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