# Complete Payments (https://docs.carlio.app/docs/awaiting/complete-an-awaiting-payment)

Record that an awaited amount has moved and write the matching ledger entry



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

## Requirements [#requirements]

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

## Steps [#steps]

1. Open **[Awaiting](https://carlio.app/dashboard/finance/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 contains [#what-the-ledger-entry-contains]

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 rate [#exchange-rate]

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 payments [#part-payments]

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.

## Notes [#notes]

* 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.