Complete Payments

Completing an awaiting amount records the real payment. The amount changes to Settled and a ledger entry is created for the full amount.

RequirementsCopy Anchor Link

The permission Record Payments & Costs is required. The Complete button does not appear without it.

StepsCopy Anchor Link

1. Open Awaiting in the Finance group of the sidebar.
2. Find the row with the status Awaiting.
3. Select Complete at the end of the row.
4. Check the item name and the amount at the top of the Mark Complete dialog. The amount cannot be changed.
5. Set the Date on which the money moved. The default is today. A date in the future cannot be selected.
6. Select the Method. The dialog opens with the method stored on the amount.
7. Enter a Reference (Optional) of up to 120 characters.
8. Enter a Note (Optional) of up to 500 characters.
9. Select Mark Complete.

The dashboard shows the toast naming the item followed by marked complete. The row status changes to Settled.

What the ledger entry containsCopy Anchor Link

The entry uses the direction, the category, the amount and the currency of the awaiting amount. It also uses the car and the deal of the awaiting amount.

• The Date of the entry is the date chosen in the dialog.
• The note is the note typed in the dialog. When the field is empty, the note of the awaiting amount is used. When that is empty too, the item name is used.
• The reference is the reference typed in the dialog.

Exchange rateCopy Anchor Link

The awaiting amount stores a rate from the day it was created. The ledger entry does not reuse that rate. The entry converts at the published rate for the chosen date.

For a foreign currency, the converted value of the entry can therefore differ from the converted value of the awaiting amount. The dashboard does not reconcile the two values. An amount in the dealership currency is not affected.

Part paymentsCopy Anchor Link

The dialog settles the full amount. A different amount is not accepted. To record a part payment, use Record on the Payments tab of the car or the deal. Then cancel or edit the awaiting amount.

NotesCopy Anchor Link

• Two team members completing the same amount produce one ledger entry. The second attempt shows an error that the amount is no longer awaiting.
• Deleting the ledger entry returns the amount to Awaiting.
• Completing an amount sends a notification to the managers of the dealership.