How to Cancel a Simplified Invoice in OfficeGest

Evidence Summary

Simplified invoice route: /vendas/fs/view/OTk5OTAwMDEy
List route: /vendas/fs
Workflow run: cancel-simplified-invoice-fs-20260519T234643Z
Cancelled document: 999900012 / FS 9999/12
Evidence file: raw/playwright/workflows/latest-cancel-simplified-invoice-fs.json

Verified simplified invoice cancellation workflow

When to Use This

Use Cancel on an FS when the issued simplified invoice must be annulled. In the verified run, the FS was already paid during creation, OfficeGest required a cancellation reason, changed the state to ANU, kept the paid value visible in the list, and reversed the stock movement from the sold line.

Cancellation is irreversible in the OfficeGest confirmation dialog. Use it only when the business and fiscal rules allow annulling the issued simplified invoice.

Step-by-Step

Open Sales / Simplified Invoice [FS] and open the FS view. The verified run used FS 9999/12.
Confirm it is the correct paid document. The verified FS row had total 1.97, paid value 1.97, and pending value 0.00.
Click the red Cancel action in the FS action bar.
In Reason for Cancellation, select 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 FS list for the document number. The verified row returned estado=ANU, visible state Canceled, total 1.97, paid value 1.97, and pending value 0.00.

Verified Cancellation Values

Field	Value
Internal number	`999900012`
Visible document number	`FS 9999/12`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Payment before cancellation	`[NUM] Numerario` amount `1.97`; validation returned `valid:true` and `troco:0`.
Cancellation reason	`id_motivo_anulacao=1`, Erro de faturacao
Final state	`ANU`, visible as Canceled
Total	`1.97`
Paid / pending	`ValorPago=1.97`; pending value remained `0.00` in the FS list row.
Stock effect	Warehouse `1` stock for article `AI-DEMO-20260519-021105` moved from `-37` before FS creation to `-38` after save, then returned to `-37` after cancellation.

Backend Calls Observed

Action or endpoint	Purpose
`payment&option=add`	Adds the immediate FS cash payment row before the document is saved.
`payment&option=validate`	Validates that the payment equals the FS total before final save.
`saveDocument`	Finishes the paid FS and opens the final FS view.
`Sel2_Select_v2` with `table=motivos_docs`	Loads active cancellation reasons where `is_anulacao=1`.
`deleteDocument`	Submits the actual FS cancellation with `num=999900012`, `tipoop=FS`, and the selected cancellation reason.
`DT_List_Documentos&table=FactSim`	Verifies the FS row in the list after cancellation. The returned row had `estado=ANU` and `desig_estado=Canceled`.
`dt_list_recalc_stock_articles_lojas`	Verifies warehouse stock before creation, after save, and after cancellation.

Raw evidence: raw/playwright/workflows/cancel-simplified-invoice-fs-20260519T234643Z.json. Screenshots: assets/screenshots/cancel-simplified-invoice-fs-20260519T234643Z-01-fs-line-before-payment.png through assets/screenshots/cancel-simplified-invoice-fs-20260519T234643Z-05-fs-list.png.