Overview
If you created a tenant refund, vendor payment, expense, management fees, or owner distribution and set the payment method as ePay, the last step is to send the payment to the recipient.
This article assumes you've already set up Outgoing Payments to send funds electronically.
Note: The payment date you set on the bill payment or expense doesn't determine when the outgoing payment will be sent. What determines when an outgoing payment is sent is when you click the "Send" button. Outgoing payments are sent manually, on the same date you click "Send."
The Steps
Whether you're creating an Expense, Owner Distribution, Tenant Refund, or Paying Bills, if the bank account you select to make the payment from has been connected to Checkbook.io, you'll be able to select ePay as a payment method. You must use the ePay option if you plan on sending funds through DoorLoop. Do not use EFT.
After you create the send payment transaction (expense, bill payment, tenant refund, owner distribution, etc.), click Accounting on the main menu, then click Outgoing Payments under the Online Payments section.
The payment you created will appear on the Online Outgoing Payments page. Find the payment you just created, and if you see an Add Info button in the Actions column, click on the Add Info button to set up the recipient to receive online payments. (Skip to Step 7 if you don't see this.)
This takes you to the recipient's profile to set up their Outgoing Payments info. Select Email as the payment method and enter their email address. See the full setup steps for their profile type:
Click Update when you are done to return to the Outgoing Payments page.
Click Send on the right side of the recipient to send the payment.
You will need to verify your identity first by entering the 6-digit verification code sent to your mobile phone. Then click Confirm.
Lastly, you can review the payment. Make sure all the information is correct, especially the mailing address. Click Send Payment when you are finished. Note that the payment will be sent within 3 hours of clicking Send Payment. Within this time, you can void the payment if needed.
The recipient receives an email with the payment, and they can choose to receive it electronically through ACH or print out a check and deposit it on their own.
Tip: You don't need to add the tenant's, vendor's, or owner's bank account information for them to receive payment — it's up to them to enter their own bank account information once they receive the payment email from you.
Note: If you sent an owner distribution through email and the owner needs to change the account the funds deposit into, they'll need to do it from their end. They can follow the instructions in How To Change the Deposit Destination for Payments Received from Checkbook.io.
What does the outgoing payment email look like that is sent to the recipient?
In the recipient's inbox, they'll receive an email with a subject line similar to: "you received a digital payment."
Upon opening it, they'll see who the payment came from, the amount, and a link to View Deposit Options. They need to click "View Deposit Details."
From there, they'll have two options:
Deposit the payment directly to their account via ACH Direct Deposit. Clicking this asks them to enter their account information to receive the funds. They can also choose to create a Checkbook.io account so their information is saved and they won't need to enter it each time after.
Print the check and make a deposit manually at their bank.
How Long Does the Payment Email Take to Reach the Recipient?
A Checkbook.io payment email typically takes about 4 hours to reach the recipient after it's sent. Delivery may be delayed depending on the recipient's email service provider.
To verify the email was sent, check your own inbox — you should also receive a copy of the payment email. If it's not there, check your spam folder. If it's still missing, contact DoorLoop support.