The amounts the dealership expects to receive or to pay and has not yet settled
The Awaiting Payments page is a worklist of money that is promised and has not moved. The sidebar entry is named Awaiting.
An awaiting amount is not a ledger entry. Totals on the Transactions page and the figures of the Profit & Loss report do not include it. The amount enters the ledger only when it is completed.
The page needs Financial Records Access. The actions need further permissions.
| Action | Permission |
|---|---|
| Open the page | Financial Records Access |
| Add an amount, apply a template or complete an amount | Record Payments & Costs |
| Edit or cancel an amount | Edit permission for transactions |
| Delete an amount | Delete permission for transactions |
| Status | Meaning |
|---|---|
| Awaiting | The money has not moved. The amount counts as outstanding. |
| Settled | The amount was completed. A ledger entry exists for it. |
| Cancelled | The amount was withdrawn. The row stays as a record. |
The page has no button for adding an amount. Every amount belongs to a car or a deal and is created in one of three ways.
The Awaiting card appears on the Payments tab of a car and of a deal.