Working with deals
Why you need this
A deal keeps everything about one sale in one place: the counterparty, the invoice, the payment link for the customer and the closing documents — waybill, AVR (work completion act), ESF. Handy when you need to answer "so what is happening with this client?" quickly.
What you need
- The customer's BIN or IIN — the counterparty can be created inside the deal.
- Items in the catalogue, if you sell by line items.
Step by step
Creating a deal
Open Сделки in the left menu — every deal in the company.
Create a deal. Step one is Контрагент и вид продажи:
- enter the ИИН/БИН. If the counterparty is found, the hint «Найден в базе Payda — будет сохранён в ваши контрагенты» appears;
- state whether Вы продаете (you sell) or Вы покупаете (you buy);
- pick Мой банковский счет — where the customer sends the money.
On step two add items from the catalogue, or enter a single total.
Save. Payda creates the invoice automatically.
Sending the customer a link
Press Поделиться (Share) on the deal card to get a link where the customer sees the invoice and can pay it. The link can be sent in a messenger.
Closing documents
The Документы block on the deal card shows what already exists. A document can be attached to the deal or detached with Отвязать — after which «Документ успешно отвязан» appears. Перейти к документу opens the document itself.
Deal statuses
| Status | What it means |
|---|---|
| Активна | The deal is in progress |
| На согласовании | Awaiting approval |
| Завершена | Paid and closed with documents |
| Отменена | The deal fell through |
The list filters by the Открытые and Завершенные tabs and sorts По дате (by date), По организации (by organisation) and По статусу (by status).
Deals on a phone
In the mobile app deals are created on the Сделки tab: pick a counterparty, add items and send the payment link straight away. See What you can do on a phone.
How to check it worked
The deal appears in the list, and the Поделиться link opens a payment page with the right amount and your company details.
Common problems
| What you see | Why | What to do |
|---|---|---|
| «Организация не найдена» | A typo in the BIN/IIN | Check the number |
| «Обязательное поле» | A field on step one is empty | Fill in the highlighted field |
| «Не удалось отвязать документ» | The document is posted or linked elsewhere | Open the document and check its state |
| No bank account in the deal | No account in the company details | Add one — Company, access, plan |
What next
- Invoice, sale, waybill — create the closing documents.
- Issue and send an ESF — invoice the deal.