Яндекс.Метрика

How do you handle assignments and invoices for самозанятые and ИП?

The bot reminds you when an assignment is ending and drafts the document from a template, an accountant reviews it in the thread and a manager sends it for signature in КЭДО. The invoice, акт and receipt land in the same thread.

Set it up with an AI assistant

Copy the prompt and paste it into Claude Code, Cursor or ChatGPT. The assistant will set up this use case with you, following the instructions for agents.

For setup you'll need:Admin rights in PachcaAccess to your КЭДО APIn8n for the bot
Contractors

9 members · HR Assistant bot

Yesterday
HR AssistantBot08:00

⏳ Assignment ends in 3 days (ИП)

Contractor: Greg Hunter

Term: 3 months

Renew by: ✏️ Sep 26

Assignment ✅ signed · invoice and акт received · Daniel Reed

✅1
Today
HR AssistantBot08:00

⏳ Assignment ends in 3 days (самозанятый)

Contractor: Jenna Price

Term: 3 months

Renew by: ✏️ Sep 27

The bot tracks assignment deadlines and posts a reminder in the chat three days before one ends. Click "Generate assignment": the bot will build a docx from your template.

Why manage contractor paperwork in your team chat

Assignment deadlines usually live in the accountant’s head, and documents get edited in an old docx. The signed copy is buried in КЭДО, and the contractor sends their receipt through a personal messaging app. In the Contractors chat, each assignment’s whole journey lives in one thread.

  • Assignments never lapse. The bot tracks deadlines and sends a reminder three days before one ends. The accountant doesn’t have to keep a calendar for every contractor, and the manager doesn’t have to remember whose assignment ends on Friday.
  • A document in a minute, no manual edits. The dates, the amount and the amount in words are filled into a docx from your template. The manager clicks a button instead of digging up the last assignment to change the numbers.
  • Mistakes get caught before signing. The bot loops the contractor, the accountant and the manager into the thread. The accountant checks the period and the amount with tax right next to the document, and Send for signature only gets clicked after her “ok.”
  • Nothing gets lost. The reminder, the docx, the review, signing, the invoice, the акт and the receipt all live in one thread, and the status card shows what’s still missing. When the tax office asks, a search by last name turns up everything.
  • Accountants don’t dig for receipts in their inbox. When a contractor uploads an invoice, акт or receipt from “Мой налог” to КЭДО, the bot brings it into the assignment thread as a link button and @mentions the accountant. The notification comes through even if the chat is muted.
  • Grows with you. Today it’s a reminder and a document. Tomorrow the bot nudges contractors about their receipt the day after payment, compiles a quarterly document register and onboards new contractors through a form right in Pachca.

How to set it up

20 minutes in Pachca plus a handler: n8n with no code, or a day of a developer's time. You'll need administrator rights in Pachca and API access to your КЭДО.

In Pachca

  1. 1

    Create a Contractors chat

    + next to search Chat. Add your accountant and the managers who work with contractors. Invite the contractors themselves as guests: Info Add member email. A guest only sees this chat and replies in the thread for their assignment.
  2. 2

    Create the HR Assistant bot

    Automations Integrations Webhook +. On the Incoming webhook tab, copy the Webhook URL: your КЭДО will send notifications about new invoices and receipts to it. Copy the token from the API tab: your handler will need it.
  3. 3

    Add the bot to the chat

    Chat settings Add members the Integrations tab HR Assistant. Only an administrator or the chat's creator can do this.
  4. 4

    Turn on the outgoing webhook

    Bot settings the Outgoing webhook tab. Paste your handler's address from option B or C below into the Webhook URL field and select the Button clicks event. Trigger a reminder manually: a card with a Generate assignment button should appear in the chat.

Where reminders and documents come from

Assignment deadlines, the document template and sending to КЭДО all live in the handler. Pick one of three options, depending on your setup.

  1. A

    No handler yet: a template and reminders in Pachca

    Pin a docx assignment template and a contractor table with deadlines in the chat. When a manager posts a new assignment, the accountant reviews it in the thread and sets a reminder on the message: message menu Remind me three days before the deadline. Signing, invoices and receipts go through КЭДО by hand, and the link to the document goes in the same thread. You don't get the buttons from the demo, but setup takes ten minutes.
  2. B

    No code with n8n

    Two workflows. The first runs once a day on a Schedule Trigger, reads the contractor table (Google Sheets or your own database), finds assignments ending in three days and posts a card with a button through the Pachca node. The second takes button clicks through a Webhook: on Generate assignment, it fills in the docx template (an HTTP Request node calling a templating service like Carbone, or Google Docs) and drops the file in the thread; on Send for signature, it calls your КЭДО's API. The КЭДО notification about a new invoice or receipt hits the bot's incoming webhook with this template:
    📄 New {{document_type}} from {{employee_name}}
    @accountant @manager
    Open document: {{document_url}}
    Paste the second workflow's Production URL into step 4. To install n8n and the Pachca node, see the n8n article in our Help Center.
  3. C

    Your own code: deadlines, docx and КЭДО in one handler

    Give this skill to Claude, ChatGPT or Cursor. It covers the bot setup, the contractor table, scheduled reminders, generating the assignment from a docx template with the amount grossed up for tax, Send for signature and Edit buttons, integration with HR-Link or another КЭДО and receiving invoices and receipts. It also covers where to host it all.

With your team

  1. 5

    Agree on who reviews and who clicks

    The bot loops the contractor, the accountant and the manager into the thread. The accountant checks the dates and amount before anything goes out, and the manager clicks Send for signature only after they say “ok” in the thread. Once paid, the contractor uploads the invoice, акт and receipt from “Мой налог” to КЭДО, and the bot brings them into the assignment thread and updates the status card. The ✅ reaction goes on the card once all three documents are in, so you can see at a glance which assignments are closed.

Pachca doesn't replace КЭДО: signing happens in HR-Link, Kontur.Sign or another service, and the bot brings documents and link buttons to where your team already works. Our Help Center explains how bot buttons, outgoing webhooks and guest accounts work.

Troubleshooting

  • The reminder doesn't arrive: the contractor table has no end date for the assignment, the scheduled workflow is off, or the bot isn't in the chat.
  • The Generate assignment button does nothing: Button clicks isn't selected in the outgoing webhook, or the handler is off. n8n needs the Production URL, not the Test URL.
  • Invoices and receipts don't show up in the chat: КЭДО sends notifications to the wrong Webhook URL, or the message template isn't filling in the document link.