Linked documents

Why you need this

One sale is a chain of documents: invoice, sale, waybill, AVR (work completion act), ESF, payment. Payda links them together, so you do not have to remember what has already been issued for which deal. Linked documents show the whole picture and let you create the missing one without retyping anything.

What you need

• At least one document — the chain starts from it.

Step by step

Where you see it

In the document list. Open Продажа (Sales) or Покупка (Purchases) — the rightmost column is called Связанные документы (linked documents).

The chips are colour-coded:

Chip	What it means	What a click does
Green with a tick, e.g. Счёт на оплату № 6 от 20.07.2026 or Накладная	The document already exists	Opens it
Blue with a plus, e.g. + ЭСФ or + Счёт на оплату	The document does not exist yet	Creates it from the current one

Inside the document. Open an invoice or a sale — the Связанные документы block sits at the top, next to the Основное block.

Same idea, more options:

• the chips list the document types of the chain: Счёт на оплату, Реализация, Накладная, Акт выполненных работ, АВР/Накладная, ЭСФ, ЭАВР, Доверенность, Поступление, Акт сверки, Платёж (входящий) and Платёж (исходящий);
• Печатный документ opens the printable form;
• Привязать links the document to an existing basis — the hint reads «Выберите нужный пункт для того чтобы привязать основание».

Until the document is saved the block shows «Сохраните документ»: there is nothing to link yet.

In a deal. The Документы block of a deal shows what has been issued. Перейти к документу opens a document, Отвязать removes the link.

How to open the printable form

The quickest way is straight from the Продажа or Покупка list, without opening the document.

1. Click the green chip of the document you need — for example Накладная. The row is selected and an action bar appears at the bottom.

   

2. The bar offers:

Button	What it does
Посмотреть	Opens the printable form full screen
Отправить	Sends the document to the counterparty
Скачать	Saves the file to your computer
Печать	Sends the document to a printer
Отменить	Clears the selection

3. Press Посмотреть — the printable form opens.

   

It is a ready-made blank in the form approved by the Ministry of Finance: party details, the line-item table, totals and signature areas. The buttons at the bottom:

Button	What it does
Скачать	Saves the PDF to your computer
Переслать	Forwards the document to the counterparty
Отправить на подпись	Sends the document for signing via EDO
Отправить новую версию	Replaces the previous button when the document was edited after sending
Закрыть	Closes the window

After sending, the status changes to Отправлено на подпись.

A chip with a number opens the document

If the chip carries a number — say Счёт на оплату № 6 от 20.07.2026 — clicking it opens the document itself, not the printable form. The printable form opens from chips without a number.

The document page

A document opened by link (including on a phone) has an action bar at the bottom: Открыть, Скачать and Поделиться. Next to it you see the signing stage — Создан, Ожидает подписи, Завершен or Подписан некорректным ЭЦП — and who is involved: Поставщик (supplier) and Заказчик (customer).

The recipient of the link needs no account: they see the document with Поделиться and Скачать, but cannot sign it.

Creating a document from another

1. Find the row in the Продажа or Покупка list.
2. Press the blue chip with a plus — for example + ЭСФ on a sale.
3. A new document form opens, pre-filled from the source: counterparty, line items, amounts, date.
4. Check the pre-filled data and save.

This is how the usual sales chain is built: Счёт на оплату → Реализация → Накладная or Акт выполненных работ → ЭСФ. On the purchase side a goods receipt offers + Платёж (исходящий) — an outgoing payment.

Creating documents for a deal

1. Open the deal in the Сделки section.
2. Check the Документы block for what is missing.
3. Create the document — it attaches to the deal instead of standing alone.

A document created separately can be attached to a deal by hand, and a wrong link removed with Отвязать — «Документ успешно отвязан» appears.

How to check it worked

The row has more green chips, and the source document's Связанные документы block lists the new one. The data matches the original.

Common problems

What you see	Why	What to do
The chip you need is missing	That document type has no follow-up	Create the document from its own section
«Документ успешно отвязан» but you needed the link	Отвязать was pressed by mistake	Attach the document to the deal again
«Не удалось отвязать документ»	The document is posted or linked elsewhere	Open the document and check its state
Wrong line items in the new document	The source was edited after the link was made	Check and fix the items by hand

What next

• Invoice, sale, waybill — where the sales chain begins.
• Working with deals — gather every document around one customer.
• Issue and send an ESF — usually the last link in the chain.