Manage Your Lease Transactions
Record and manage all financial activity on a lease — charges, payments, deposits, and credits.
By Samuel and 2 others3 authors77 articles
- Lease Transactions OverviewThese are the three basic transactions you will use when collecting rent - Charge, Payment, and Deposit
- Lease Balance OverviewView open balances across all your leases in DoorLoop — multiple ways to see which tenants owe money and track outstanding payments.
- Introduction to Running Balances on the Lease LedgerHow to read a lease ledger and understand what the running balance is.
- Set Up Payment Allocation PriorityEdit how payments are automatically received and applied to charges.
- Set Up Custom Allocations for CAM Charges and CreditsSet up custom unit-level allocation rules for CAM charges and credits on commercial properties in DoorLoop—used for shared area maintenance cost splits.
- Introduction to Lease Payment Status Labels and Their MeaningUnderstand DoorLoop's lease payment status labels—Processing, Cleared, Deposited, and others—so you can track the state of every tenant payment.
- Edit Transactions on a Lease to Correct Incorrect Lease BalancesEdit the transactions on a lease if the amounts are incorrect, whether it's an incorrect charge or a payment recorded.
- Record Miscellaneous Revenue/Income Not Specific to a LeaseDo you receive extra income outside of a lease and want to record it in DoorLoop?
- Record Revenue (Income) From Laundry MachinesDo you have a coin laundry machine on the property and want to record revenue from it?
- Duplicate Existing Journal Entries and TransactionsIf you have a journal entry that you want to duplicate and use a a template for a new journal entry, you can.
- Reasons Why a Tenant's Lease Balance May Be IncorrectIf you tenant's lease balance looks wrong, there could be several reasons that are contributing to this.
- Rent Payments Dashboard OverviewTrack rent collection in DoorLoop's Rent Payments Overview Dashboard: monitor collection rate, find tenants needing attention, boost autopay adoption, and send portal invites, payment reminders, and PayLinks.
- Record Tenant Payments on a Lease That Were Sent Directly to the OwnerIf your tenant pays the owner directly, here's how you would record that on their lease ledger.
Lease Charges
Add one-time or recurring charges to a lease — rent, utilities, fees, and any custom charge types.
- Post a One-Time Charge on a LeaseCreate a one-time charge on a lease to collect payment from the tenant for items not included as part of the rent charge.
- CAM Charges: The Complete Guide for Commercial PropertiesEverything you need to know about setting up, charging, and reconciling Common Area Maintenance (CAM) expenses for commercial properties in DoorLoop.
- Edit a Charge on a LeaseFix an incorrect charge on a lease in DoorLoop — edit the amount, date, or account to correct balances and keep records accurate.
- Delete a Charge on a LeaseIf you posted a charge incorrectly to a lease, you can delete the charge and redo it.
- Post Bulk Charges for Multiple LeasesPost charges to multiple leases at once in DoorLoop — add fees, rent adjustments, or other charges across an entire property in seconds.
- Delete Charges in BulkDelete charges across multiple leases in bulk in DoorLoop — useful for removing charges posted before you were ready to start billing.
- Add a Recurring Rent Charge on a LeaseUse a recurring rent charge to automatically schedule rent charges.
- Edit a Recurring Rent Charge on a Single LeaseRecurring rent charges post every month. Here's how to change when they post or the amount of the rent
- Delete a Recurring Rent Charge on a LeaseRecurring rent charges usually can not be deleted unless they are expired or not yet active.
- Add a Recurring Charge on a LeaseAdd a recurring charge to a lease in DoorLoop to automatically schedule charges on a set frequency—different from recurring rent charges.
- Post a Rent Charge to a Lease Before the Due DateDoorLoop now lets you post charges to an account before the due date.
- Turn On Chart of Account Categories for Use With Lease ChargesWhile you can add accounts to the chart of accounts, if you're going to use the category on a lease, toggle this setting on.
- A Recurring Rent Charge vs a Recurring ChargeUnderstand the difference between a recurring rent charge and a recurring charge in DoorLoop—they serve different purposes in lease accounting.
- Record a Triple Net Lease (NNN)Record a triple net (NNN) lease in DoorLoop—tenants pay base rent plus property insurance, taxes, and maintenance using recurring charge schedules.
- Edit the "Next Charge Date" on a Recurring Rent ChargeIf your recurring charge has the wrong next charge date, here is how to edit that date.
- Edit Multiple Recurring Rent Charges With the Recurring Transactions Detail ReportEdit multiple recurring rent charges one by one using the Recurring Transactions Detail report in DoorLoop—the fastest way to update amounts across leases.
- Edit the Recurring Charges on Multiple Leases Using the Recurring Transactions Summary ReportRecurring charges post every month. Here's how to change when they post or the amount they post for.
Lease Payments
Record incoming payments against a lease — online payments, manual entries, and full payment history.
- Receive a Payment on a LeaseRecord lease payments in DoorLoop when tenants pay rent—payments reduce the balance owed or build credit that auto-applies to future charges.
- Receive Online Payments From TenantsSet up online rent collection in DoorLoop — complete the merchant account setup steps so tenants can pay automatically through the tenant portal.
- Edit a Lease Payment That Has Already Been DepositedEdit or delete a lease payment that was already deposited in DoorLoop—requires deleting the bank deposit first before the payment can be modified.
- Delete a Lease Payment That Has Already Been DepositedDelete a deposited lease payment in DoorLoop when received in error — step-by-step process to reverse a payment already marked as deposited.
- Bulk Receive Payments for Multiple LeasesYou can now receive multiple payments at once using the new bulk receive payments feature
- Add a Recurring Payment on a LeaseSet up recurring payments on a lease in DoorLoop — auto-schedule rent and fee payments so you don't have to record them manually each period.
- Edit a Recurring Payment on a LeaseIf you are no longer receiving payments on a set schedule or receiving different amounts, you can edit the recurring payment.
- Delete a Recurring Payment on a LeaseIf you are no longer receiving payments on a set schedule, you can delete the recurring payment.
- Delete an Auto-Pay (Recurring Payment) for a TenantThere will be some circumstances where you'll want to delete an auto-pay from a tenant. Here's how.
- Record a Reversed Payment From a TenantHow to record a tenant's returned payment as a reversed payment on a lease.
- Refund a Payment to a Tenant on an Active LeaseHow to refund tenants for incorrect charges or overpayments on an active lease.
- Refund a Payment to a Tenant on an Inactive LeaseHow to refund tenants for incorrect charges or overpayments after a lease has already ended and is inactive.
- Manually Allocate Payments for Specific Charges on a LeaseIf you need to receieve a payment but manually allocate that payment to a specific charge, here's how you would do that.
- Reallocate Lease Payments to Different ChargesIf you need to reallocate lease payments to certain charges, here's how you would do that.
- View Unapplied Lease PaymentsView unapplied lease payments in DoorLoop—payments received from tenants that haven't been matched to an open charge and are holding as credit.
- Transfer an Incorrect Payment From the Wrong Lease to the Correct LeaseDid your tenant with multiple leases make a payment to the wrong lease, and now you need to move that payment to the correct lease?
- View Exactly When Payments Are Created on a LeaseIf you need to see the exact time when a payment was created in DoorLoop, you can do that with the Transactions List Report.
- Record a Tenant Payment That Was Made for Multiple LeasesHow to record multi-lease payments from a single tenant from a single check received.
- Check if a Specific Tenant Has Auto-Pay Set UpVerify if a specific tenant has auto-pay enabled in DoorLoop by checking their lease overview or reviewing their tenant portal settings.
- Edit the Check Number of a Received PaymentIf you received a payment by check and entered the wrong check number, here's how you would change the number.
- Record a Single Payment That Is Associated With Multiple LeasesIf you receive a single payment that is meant for multiple leases, this is how you would record it.
Lease Deposits
Collect, track, and return security deposits and other deposit types tied to a lease.
- Add a Security Deposit Held on a LeaseFind the right workflow for adding, recording, or managing a security deposit on a lease in DoorLoop.
- Post a Security Deposit Charge to a LeaseAdd a security deposit charge to an existing lease in DoorLoop — useful when the deposit wasn't included during lease creation.
- Record a Security Deposit Payment on a LeaseRecord a tenant's security deposit payment on an active lease — for deposits paid outside DoorLoop (cash, check, money order, or external transfer).
- Record a Security Deposit for a Lease That Started Before Your Accounting Start DateRecord a security deposit you already collected — and already accounted for in your opening balance — on a lease that was active before you started using DoorLoop.
- Delete a Security Deposit Charge from a LeaseRemove a security deposit charge from a lease's ledger when it was posted in error or is no longer needed.
- Post a Deposit Charge on a LeaseRecord a security deposit charge on a lease in DoorLoop — correctly categorizes it as a liability to track funds you hold for tenants.
- Edit a Deposit Held on a LeaseEdit or delete a held deposit on a lease in DoorLoop — correct incorrectly recorded security deposits before or after lease end.
- Refund a Security Deposit or Any Lease Deposit on an Active LeaseRecording a security deposit or other lease deposit refund to a tenant.
- Refund a Lease Deposit on an Inactive Lease After a Lease Has EndedHow to handle lease deposits after a lease has ended and is inactive.
- Withhold a Security Deposit or Any Lease Deposit on an Active LeaseUse a security deposit or any lease deposit to pay off unpaid lease charges or open balances.
- Withhold a Lease Deposit on an Inactive Lease After a Lease Has EndedHow to handle lease deposits after a lease has ended and is inactive.
- View Information About Your Security Deposits Held on a LeaseQuickly see which leases have security deposits held and the amounts held
- Record Security Deposit Interest Earned on a LeaseHow do you account for interest earned when a security deposit is held in an interest-bearing account
- Record a Non-Refundable Lease DepositIf you charge a non-refundable lease deposit, you will record this differently from a regular security deposit.
- Withhold Last Month's Rent Deposit to Pay a Rent ChargeApply a last month's rent deposit to the final rent charge in DoorLoop by withholding the deposit when the lease's last month arrives.
- Button for Withhold Deposit or Refund Deposit is MissingHow to restore the withhold deposit or refund deposit buttons when they are missing.
- Why Doesn't My Security Deposit Show on the Lease, Statement, or Deposits Tab?Troubleshoot a security deposit that appears to be missing from the Deposits tab, the lease ledger, the tenant or owner statement, or deposit reports.
- Security Deposits on the Balance Sheet: Where They Appear and How to Fix Doubled or Inverted BalancesUnderstand where security deposits appear on your balance sheet, and troubleshoot common issues like doubled balances, negative (inverted) balances, or deposits showing in the wrong account.
- Verify Recorded Security Deposit Amounts Across DoorLoopA navigational guide to every place security deposits appear in DoorLoop — and why the numbers can sometimes differ between them.
- Where Do Security Deposit Funds Actually Go in DoorLoop?Learn how DoorLoop routes security deposit funds, why online tenant payments deposit into the operating account, what the lease deposits account setting actually controls, and how to move deposits to…
Lease Credits
Apply credits to a lease balance — concessions, adjustments, and write-offs.
- Issue a Credit to the Opening Balance on a LeaseIssue a credit to the opening balance on a lease in DoorLoop to account for security deposits or payments received before your accounting start date.
- Bulk Issue Credits for Multiple LeasesIssue credits to multiple leases at once in DoorLoop — apply discounts or adjustments across a property without editing each lease separately.
- Issue a Recurring Credit on a LeaseUse recurring lease credits to give your tenants scheduled discounts.
- Applied Credit Split Values and What They AreUnderstand Applied Credit Split Values in DoorLoop — what they mean, when they appear, and why you should not delete them.
- Lease Credits Are Not Showing the Correct Dates in the ReportsExplains why lease credit dates in DoorLoop reports may not match when you entered them — how credits apply to charges and affect reporting.
- Issue a Credit on a Lease for Tenant Paid Expenses or Work in Exchange for RentIf your tenant exchanges work for a discount on rent or if they paid for repairs, issue a credit on their lease to reduce what they owe.