Workflow

How to Add Notes to a Sales Invoice

Verified end to end. Demo run sales-invoice-notes-20260519T192511Z created FT 9999/1679 with a public document note and an internal note, confirmed both fields were included in the final saveDocument request, and verified both values persisted on the final invoice view.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjc5
Created invoice
999901679 / FT 9999/1679
Customer
[910] 100 Ouvidos Lda
Evidence file
raw/playwright/workflows/latest-sales-invoice-notes.json

Verified sales invoice notes workflow

When to Use This

Use the document note when information should travel with the invoice record, such as delivery instructions or customer-visible observations. Use the internal note for back-office follow-up that should remain in OfficeGest for staff context.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
  2. Select the customer and confirm the billing fields. The verified run used customer 910, VAT 509031862.
  3. Fill the normal invoice header fields, including seller, employee, payment term, and reference if needed.
  4. Open the invoice notes area. The verified create form stored the public note in field Obs / #doc_Obs.
  5. Enter the customer/document note. The verified value was Customer delivery note 20260519T192511Z: call before delivery.
  6. Enter the internal note. The verified create form stored it in field Obs2 / #i_message2.
  7. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  8. Click Save and Finish, then confirm the Are you sure? dialog.
  9. After OfficeGest opens the invoice view, reopen the note fields if necessary and confirm both notes are still stored.

Verified Behavior

CheckObserved result
Public note field#doc_Obs with name Obs.
Internal note field#i_message2 with name Obs2.
Final save payloadThe nested form payload submitted both Obs and Obs2.
Created invoicesaveDocument returned 999901679 with OKDOC, then opened /vendas/ft/view/OTk5OTAxNjc5.
Final view persistenceThe final view retained both note values in #doc_Obs and #i_message2.
List stateThe FT list showed FT 9999/1679 as ABR / Open, total 1.97, paid 0.00, pending 1.97.

Backend Calls Observed

Action or endpointPurpose
NameEntidadesLoads customer billing data after customer selection.
loadArtigoReducido / insertLinhaTabDocLoads and inserts the article line before the invoice can be saved.
saveDocumentSaves the final FT invoice. The submitted form included referencia, Obs, and Obs2.
DT_List_DocumentosVerifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-notes-20260519T192511Z.json. Screenshots: assets/screenshots/sales-invoice-notes-20260519T192511Z-01-create-page.png, assets/screenshots/sales-invoice-notes-20260519T192511Z-02-filled-with-notes.png, and assets/screenshots/sales-invoice-notes-20260519T192511Z-03-final-view.png.