# Deal Payments (https://docs.carlio.app/docs/deals/track-payments-on-a-deal)

Read what a customer has paid and record a payment against a deal



Track payments to see how much of the sale price has arrived and how much is still outstanding.

**Requirements:** The **Financial Summary** needs **Deal Financial Access**. The figures **Received**, **Outstanding** and **Awaiting**, and the **Payments** tab, need **Financial Records Access**. The **Record** button needs the **Record Payments & Costs** permission.

## Read the payment status [#read-the-payment-status]

1. Open the deal.
2. On the **Overview** tab, read the **Financial Summary**.

| Figure          | Meaning                                                                                        |
| --------------- | ---------------------------------------------------------------------------------------------- |
| **Sale Price**  | The agreed price. **Not agreed** appears when no price is set.                                 |
| **Received**    | Money received from the customer. Only the categories **Sale Proceeds** and **Deposit** count. |
| **Outstanding** | The sale price minus the amount received. **No price agreed** appears without a price.         |
| **Awaiting**    | Money that the sale is still waiting on, from the **Awaiting** list                            |

A bar under the sale price shows the share received. The text reads a percentage followed by **of the price received**, or **Paid in full** when nothing is outstanding. All figures use the currency of the deal.

## Record a payment [#record-a-payment]

1. Open the **Payments** tab.
2. In the **Payments** card, select **Record**. The **Record Transaction** dialog opens.
3. Select **Amount In** for a payment from the customer.
4. In **Amount**, enter the amount and select the currency.
5. In **Category**, select **Deposit** for a first payment or **Sale Proceeds** for a payment toward the balance.
6. Optional: select **More** to set **Date**, **Method**, **Reference**, files and a **Note**. The methods are **Cash**, **Bank Transfer**, **Card** and **Other**.
7. Select **Record**.

The toast **Amount in recorded** confirms the entry. The row appears in the **Payments** card and the **Received** and **Outstanding** figures update.

## Other panels on the Payments tab [#other-panels-on-the-payments-tab]

* **Profit** shows **In**, **Out** and **Net** for the money recorded against the deal.
* **Awaiting** lists amounts that the sale is waiting on. **Add** creates an entry and **Apply Template** adds the entries of a saved template.

## Notes [#notes]

* A payment recorded here is linked to the deal and to the car of the deal.
* A payment above the sale price makes **Outstanding** negative. The **Financial Summary** shows **Outstanding** as zero in that case.
* The ledger and the **Awaiting** list are described in the Finance guides.