# Add Amounts (https://docs.carlio.app/docs/awaiting/add-an-awaiting-amount)

Record an amount that a car or a deal is waiting to receive or to pay



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.

## Requirements [#requirements]

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

## Add one amount [#add-one-amount]

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 template [#apply-a-template]

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 rate [#currency-and-rate]

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.

## Notes [#notes]

* 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.