Invoice, sale, waybill

Why you need this

A normal sale has three steps: you issue an invoice (счёт на оплату), the customer pays, and you record a sale (реализация) — the document that writes goods off the warehouse and becomes the basis for an ESF. If a representative collects the goods, they need a power of attorney (доверенность).

What you need

• A counterparty.
• Items in the catalogue.
• Filled-in company details — they appear on the printed form.

Step by step

The Продажа section: document list

Open Продажа in the left menu — the journal of everything you sold.

• The tabs split documents by type: Реализация (sale), Счёт на оплату (invoice), Возврат от покупателей (customer return), ЭАВР.
• The + Продажа button creates a new document of the selected type.
• The Все документы table has the columns № и статус, Дата, Контрагент и вид продажи, Сумма ₸ and Связанные документы.
• Поиск по контрагенту and Фильтр narrow the list.

The Связанные документы column is the most useful part: it shows what has already been issued for a deal and lets you create what is missing in one click. See Linked documents.

Invoice

1. In Продажа switch to the Счёт на оплату tab.

2. Create an invoice.

   

3. In the Данные документа block fill in:

   • Номер — filled automatically, change if needed;
   • Дата — the invoice date;
   • Контрагент — pick the customer from the list;
   • Счёт — your bank account for the transfer;
   • КНП (Код назначения платежа) — the payment purpose code.

4. Add rows: press Добавить из справочника and pick goods or services. Добавить creates an empty row if the item is not in the catalogue.

5. For each row set Кол-во (quantity) and adjust Цена (price) if needed. The Сумма НДС and Сумма columns are calculated automatically.

6. Choose the VAT mode: НДС (сверху) (added on top) or НДС (в т. ч.) (already included in the price).

7. Save. The message «Счет на оплату успешно сохранен.» appears.

Sale

1. In Продажа create a sale document.

   

2. Fill in Данные документа: Номер, Дата, Контрагент.

3. Add rows as in the invoice. If goods ship from a warehouse, check it — you can change it with Сменить склад.

4. Save. The message «Продажа успешно сохранена.» appears.

The Связанные документы block shows what has already been created from this sale: the invoice, the ESF, the power of attorney.

Power of attorney

If a representative collects the goods, create a power of attorney and fill in their details: Должность (position), the identity document, Кем выдан (issued by), Дата выдачи документа and Дата действия (действителен до).

How to check it worked

The document appears in the Продажа list, and Связанные документы shows every related document. The printable form can be downloaded from the document card.

Common problems

What you see	Why	What to do
«Добавьте хотя бы одну номенклатуру в документ.»	The document has no rows	Press Добавить из справочника
«Номер документа обязателен»	Номер is empty	Enter a document number
«Контрагент обязателен и ID должен быть числом»	The counterparty was typed instead of picked	Select the counterparty from the dropdown
«Товара не хватает на складе»	Stock is lower than the quantity sold	Check stock — Movements and stock — or post the goods in
«Количество должно быть положительным»	A row has zero or a negative number	Fix Кол-во
The VAT amount is not what you expected	The wrong VAT mode is selected	Switch between НДС (сверху) and НДС (в т. ч.)

What next

• Issue and send an ESF — create the e-invoice for this sale.
• Payments, cash desk, bank — record the customer's payment.