Add Amounts

An awaiting amount belongs to one car or one deal. It is added from the Awaiting card on the Payments tab of that car or deal.

RequirementsCopy Anchor Link

The permission Record Payments & Costs is required. The buttons on the card do not appear without it.

Add one amountCopy Anchor Link

1. Open the car or the deal and select the Payments tab.
2. Select Add in the Awaiting card.
3. Select Amount In for money to receive or Amount Out for money to pay. A deal opens on Amount In with the category Sale Proceeds. A car opens on Amount Out with the category Transport & Shipping.
4. Enter the Name. The name is shown as the Item on the Awaiting Payments page. The limit is 80 characters.
5. Enter the Amount and select its currency when it differs from the dealership currency.
6. Select the Category.
7. Set Due (Optional). A date in the past or in the future is accepted.
8. Select the Method.
9. Add files if needed. The limits and the permission rule are the same as for transactions.
10. Select Add Amount In or Add Amount Out.

The dashboard shows the toast Expected amount added. A missing name shows Name what this amount is for. A missing amount shows Enter an amount.

Apply a templateCopy Anchor Link

A template is a saved set of lines for a typical sale. Each line has a name, a direction, a category and an amount rule.

1. Open the Payments tab of the car or the deal.
2. Select Apply Template in the Awaiting card.
3. Select a template under Template.
4. Review the lines. Untick a line to skip it.
5. Enter the amount for each ticked line. A line marked Needs Input has no amount yet.
6. Change the currency of a line when it differs from the others.
7. Select Apply.

Amounts are filled from the template rules. A share of the sale price uses the price of the deal. The car purchase line can use the purchase price of the car. When no template exists, the dialog shows No templates saved. Templates are created under Transaction Templates in the dealership settings.

Currency and rateCopy Anchor Link

On a deal, the dialog opens in the currency of the deal. On a car, it opens in the dealership currency. The amount keeps the rate that applied when it was added. Editing the amount later keeps the rate unless the currency changes.

NotesCopy Anchor Link

• The Awaiting Payments page has no Add button. Every amount needs a car or a deal.
• A new amount has the status Awaiting. It does not change any ledger total until it is completed.
• A won deal with a sales partner and commission terms adds its commission amount automatically.