Counterparties
Why you need this
A counterparty is a customer or a supplier you work with. Without one you cannot issue an invoice, record a sale or issue an ESF — every document is made out to somebody. Add a counterparty once and it will be available in every document from then on.
What you need
- The company's BIN (company tax ID) or the person's IIN (personal tax ID).
- Bank details, if you settle by transfer.
Step by step
Open Контрагенты in the left menu — a side panel with the list appears.
Press Создать (Create).
Pick the type:
- Юр лицо — a company (TOO, AO);
- Физ лицо — an individual or a sole trader;
- ГПХ — a contractor under a civil-law contract.
Enter the ИИН/БИН. Payda pulls the name and address from state registries — check them and correct if needed.
Fill in bank details if you plan to settle by transfer.
Save the card.
Finding a counterparty
Type a name, BIN or IIN into Поиск контрагентов (Search counterparties) — the list filters as you type. The field hint reads Введите данные контрагента.
Groups
Counterparties can be organised into groups — say, regular customers and suppliers. Press Создать группу контрагентов, name the group and move the relevant cards into it.
Checking a counterparty on a phone
The mobile app has a dedicated check screen: enter an IIN or BIN and see what is known about the company before you start working with them.
How to check it worked
Start creating an invoice. The new customer should be findable in the Контрагент field by name or BIN. If it is not there, the card was not saved.
Common problems
| What you see | Why | What to do |
|---|---|---|
| «Контрагенты не найдены» | There are no cards yet | Press Создать контрагента |
| Data did not load from the BIN | The company is not in the registry, or the number has a typo | Check the number and fill the fields manually |
| «Обязательное поле» under a field | A required field is empty | Fill in the highlighted field |
| The counterparty is missing in a document | The card was saved in a different company | Check which organisation you are in — the name is in the top right |
What next
- Goods and services — fill in the catalogue.
- Invoice, sale, waybill — issue your first invoice.