Paying an invoice by link

Why you need this

Your customer does not need a Payda account to pay your invoice. You send them a link: they open the invoice in a browser, view and download it, and pay with the Оплатить (Pay) button — through your own payment link, for example from Kaspi Pay.

The money bypasses Payda and goes straight to you. That is why Payda does not learn about the payment: once the money arrives, record the payment yourself.

Paying for a Payda plan

The Оплата заказа (order payment) page is where you pay for a Payda plan, not where your customer pays you. It is covered in Plans and payment.

What you need

• A saved invoice — see Invoice, sale, waybill.
• A payment link from your bank or payment service, for example from Kaspi Pay. It must start with http:// or https://.

Step by step

Setting up the payment link

1. Click the account card in the top right corner and choose Реквизиты аккаунта (account details). On the Реквизиты организаций (company details) page open the Печать и QR оплаты (stamp and payment QR) tab.
2. Paste the link to your payment page into the Ссылка на оплату (payment link) field.
3. Click Сохранить (Save) to the right of the field — once the link is saved, the button turns inactive. The common Сохранить button at the bottom of the tab does not save the link.
4. Turn on Показывать кнопку «Оплатить» в счёте (show the Pay button in the invoice). The switch is available once the link is saved.
5. Click Сохранить at the bottom of the tab. The message «Печать, подписи, ссылка и QR сохранены» (stamp, signatures, link and QR saved) appears.

The switch applies to new invoices only: «Изменения на этой странице действуют только на новые документы.» (changes on this page apply to new documents only). More about the tab — in Company details.

You can turn the button on or off for a single invoice, including one issued earlier:

1. Open the invoice's printable form: in the invoice, in the Связанные документы (related documents) block, click Счёт на оплату (invoice).
2. Click Печать и подписи (stamp and signatures) in the window header.
3. Tick Кнопка «Оплатить» (Pay button) and click Применить (Apply). The message «Настройки печати сохранены» (print settings saved) appears.

Until a payment link is saved, the Кнопка «Оплатить» item is inactive and reads «Ссылка не задана» (link not set).

On a phone the link is set in the company profile, on the Печать и QR tab: there the common button at the bottom of the screen saves it, see Company details. For a single invoice, turn the button on with the gear icon in its printable-form viewer — see Stamp and signatures on an invoice.

Sending the invoice to the customer

1. Open the invoice's printable form: in the invoice, in the Связанные документы block, click Счёт на оплату. From the Продажи (sales) list — the green Счёт на оплату badge in the row, then Посмотреть (view).
2. Click Переслать (Forward) at the bottom of the window. The link to the invoice is copied to the clipboard and «Ссылка скопирована» (link copied) appears.
3. Paste the link into a messenger or an email to the customer.

More in Sending the invoice to the customer.

A deal's invoice is sent the same way: in the deal card, at the Счёт на оплату step, click Открыть (Open), then Переслать — see Sending the customer a link. Send the link to the invoice itself: the deal card has no Оплатить button.

In the app, open the invoice's printable form and tap Поделиться (Share) at the bottom of the screen — the link goes out through the phone's share menu. More in Sharing and downloading.

What the customer sees

The customer opens the link in a browser on a phone or a computer. They do not need to sign in to Payda. The invoice page shows:

• the Документ (document) block — the invoice file with an Открыть button, Тип документа (document type), Рег. дата (registration date), Рег. номер (registration number), Сумма с НДС (amount incl. VAT) and НДС (VAT). For an invoice without VAT the НДС line reads «Без НДС» (no VAT);
• the Детализация (breakdown) block — the invoice lines: Товары (goods) and Услуги (services);
• at the bottom — Оплатить, Поделиться and Скачать (Download).

Оплатить appears only if the pay button is switched on in the invoice. It opens your payment link in a new tab, and the customer pays on your bank's or payment service's page.

Открыть shows the invoice full screen, with the same buttons at the bottom. The customer does not need to sign the invoice.

Recording the payment

Payda does not see a payment made by link: the money arrives straight on your bank account. Once it has arrived, record the payment in one of these ways.

With an incoming payment created from the invoice — then the payment is linked to the invoice:

1. In the Продажи list, on the Счёт на оплату tab, click + Платёж (входящий) (+ incoming payment) in the invoice row. Inside the invoice, Добавить Платёж (входящий) in the Связанные документы block does the same.
2. An incoming payment opens with the counterparty and lines taken from the invoice. Check the fields and fill in the empty ones.
3. Set Оплачено (paid) to Да (yes) and enter the payment date.
4. Click Сохранить как черновик (save as draft).

More about the form — in Incoming payment.

With a bank statement: in Платежи (payments) click Загрузить выписку (upload statement) and upload the file from your bank. The money from the customer lands in Payda as an incoming payment. The badge on each row shows what will happen to it — see Uploading a statement.

How to check it worked

• Open the invoice link in a private (incognito) browser window — you will see the page the way the customer does. Оплатить is at the bottom, and it opens your payment page.
• After the payment, Платежи has an incoming payment from the customer on the Банк (bank) tab.
• If the payment was created from the invoice, the invoice row shows a green Платёж (входящий) badge in the Связанные документы column.

Common problems

What you see	Why	What to do
The customer has no Оплатить button	No payment link is set, or the button is off in this invoice	Save the link — see Setting up the payment link — and tick Кнопка «Оплатить» in the invoice's Печать и подписи panel
The button is switched on in the company details, but the invoice has none	The switch in the company details applies to new documents only. A copy of an invoice takes the settings of the original invoice	Tick Кнопка «Оплатить» in this invoice's Печать и подписи panel
«Ссылка должна начинаться с http:// или https://» (the link must start with http:// or https://)	The start of the address is missing in Ссылка на оплату	Copy the whole link, including https://
«Ссылка длиннее 512 символов» (the link is longer than 512 characters)	The link is too long	Get a shorter link from your bank or payment service
Показывать кнопку «Оплатить» в счёте cannot be turned on	The payment link has not been saved yet	Click Сохранить to the right of the Ссылка на оплату field
Кнопка «Оплатить» is inactive and reads «Ссылка не задана»	There is no payment link in the company details	Save the link on the Печать и QR оплаты tab
«Не удалось создать ссылку» (could not create the link) after Переслать	The link to the invoice was not issued	Click Переслать again a little later
The customer sees «Не удалось загрузить документ» (could not load the document)	The link was copied incompletely or is no longer valid	Click Переслать and send the customer a new link
The customer has paid, but there is nothing in Платежи	A payment by link bypasses Payda	Record the payment — see Recording the payment

What next

• Payments and cash desk — incoming payments and the payment journal.
• Uploading a statement and exporting payment orders to the bank — payments from a bank statement.
• Invoice, sale, waybill — the sale and the ESF (electronic invoice) for a paid invoice.