How to Cancel a Sales Invoice in OfficeGest

Evidence Summary

Invoice route: /vendas/ft/view/OTk5OTAxNjcy
List route: /vendas/ft
Workflow run: cancel-sales-invoice-ft-20260519T172726Z
Cancelled invoice: 999901672 / FT 9999/1672
Evidence file: raw/playwright/workflows/latest-cancel-sales-invoice-ft.json

Verified sales invoice cancellation workflow

When to Use This

Use Cancel on an FT invoice when the issued invoice must be annulled instead of corrected with a credit note. In the verified run, the action was irreversible, required a cancellation reason, changed the FT state to ANU, and reversed the stock effect from the invoice line.

Only cancel when the business and fiscal rules allow cancellation. If the invoice should remain issued but be financially corrected, use the credit note workflow instead.

Step-by-Step

Open Sales / Invoice [FT] and open the invoice view. The verified run used FT 9999/1672.
Confirm the invoice is the correct document and still shows Open. The verified FT row had total 1.97, paid value 0.00, and pending value 1.97.
Click the red Cancel action in the invoice action bar.
OfficeGest checks whether the document can be cancelled through podeAnularDoc. In the verified run, the response was {"succeeded":true,"message":null,"params":null}.
In Reason for Cancellation, choose a cancellation reason. The verified run used reason id 1, visible as Erro de faturacao.
Click the red Cancel button inside the reason modal.
Confirm the warning dialog: Are you sure you want to cancel? This irreversible operation.
Search the FT list for the invoice number. The verified row returned estado=ANU, visible state Canceled, total 1.97, paid value 0.00, and pending value 1.97.

Verified Cancellation Values

Field	Value
Internal number	`999901672`
Visible document number	`FT 9999/1672`
Reference	`AI-FT-CANCEL-20260519T172726Z`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Cancellation reason	`id_motivo_anulacao=1`, Erro de faturacao
Final state	`ANU`, visible as Canceled
Total	`1.97`
Paid / pending	`ValorPago=0`; pending value remained `1.97` in the FT list row.
Stock effect	Warehouse `1` stock for article `AI-DEMO-20260519-021105` moved from `-2` before cancellation to `-1` after cancellation.

Backend Calls Observed

Action or endpoint	Purpose
`podeAnularDoc&num=999901672&tipoop=FT`	Checks whether the FT can be cancelled before showing or submitting the cancellation flow.
`Sel2_Select_v2` with `table=motivos_docs`	Loads active cancellation reasons where `is_anulacao=1`.
`deleteDocument`	Submits the actual FT cancellation with `num=999901672`, `tipoop=FT`, and the serialized document form including cancellation reason.
`DT_List_Documentos`	Verifies the invoice row in the FT list after cancellation. The returned row had `estado=ANU` and `desig_estado=Canceled`.
`dt_list_recalc_stock_articles_lojas`	Verifies warehouse stock before and after cancellation.

Raw evidence: raw/playwright/workflows/cancel-sales-invoice-ft-20260519T172726Z.json. Screenshots: assets/screenshots/cancel-sales-invoice-ft-20260519T172726Z-01-filled-invoice.png through assets/screenshots/cancel-sales-invoice-ft-20260519T172726Z-05-ft-list.png.

Validation Notes

Irreversible confirmation: OfficeGest displayed a confirmation warning before submitting the cancellation.
Reason required: the cancellation modal contains id_motivo_anulacao; the verified flow selected a reason before submitting.
State is not deletion: the invoice remained searchable in the FT list, but its state changed from ABR / Open to ANU / Canceled.
Stock was reversed: the original FT lowered stock by one unit; cancelling it restored one unit in warehouse 1.