How to Convert a Sales Invoice to a Credit Note in OfficeGest

Evidence Summary

Source FT: 999901674 / FT 9999/1674
Target NC: 999900061 / NC 9999/61
Target view: /vendas/nc/view/OTk5OTAwMDYx
Workflow run: sales-invoice-to-credit-note-20260519T173701Z
Evidence file: raw/playwright/workflows/latest-sales-invoice-to-credit-note.json

Verified invoice to credit note workflow

When to Use This

Use this path when the user is already viewing an issued Invoice [FT] and needs to create a linked Credit Note [NC]. This differs from cancelling the invoice: the source FT remains open and searchable, while OfficeGest creates a separate NC document that references the FT line.

Step-by-Step

Open the source invoice. The verified source was FT 9999/1674.
Click To convert, then choose Credit note.
OfficeGest opens /vendas/nc/create with customer 910 already filled and the Associate documents: Invoice modal open.
Confirm the source invoice is selected. The verified modal selected FT 9999/1674 and loaded line 1 for article AI-DEMO-20260519-021105.
Select the credit-note reason. The verified run used reason id 1, Erro de faturacao.
Click the association modal Save. OfficeGest copies the FT line into the NC draft and keeps source metadata: ndocori=999901674, tipodocori=FT, and linhandocori=1.
Review the NC totals. The verified draft had net 1.60, VAT 0.37, and total 1.97.
Click Save and Finish, then confirm Are you sure?.
Verify the NC list. The verified row returned NC 9999/61, ABR / Open, total 1.97, paid value 0.00, and pending value 1.97.
Verify the source FT if needed. The source FT 9999/1674 remained ABR / Open in the FT list.

Verified Values

Field	Value
Source invoice	`999901674 / FT 9999/1674`
Credit note	`999900061 / NC 9999/61`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Reason	`id_motivo=1`, Erro de faturacao
Copied line	Article `AI-DEMO-20260519-021105`, quantity `1`, warehouse `1`, VAT `23%`.
Source metadata	`ndocori=999901674`, `tipodocori=FT`, `linhandocori=1`.
NC state	`ABR` / Open, total `1.97`, paid `0.00`, pending `1.97`.
Source FT state	`ABR` / Open after the credit note was saved.
Stock effect	Source FT moved warehouse `1` stock from `0` to `-1`; the NC restored it to `0`.

Backend Calls Observed

Action or endpoint	Purpose
`POST /vendas/nc/create`	Opens NC create from the FT view with `copy=1`, `num_copy=999901674`, and `tipoop_copy=FT`.
`associar_documento&option=load_modal`	Loads the source invoice association modal for target `NC`.
`associar_documento&option=listar_documentos`	Preselects the source FT document.
`associar_documento&option=listar_tabela`	Loads the source FT lines that can be credited.
`associar_documento&option=save_linhas`	Copies the selected FT line into the NC draft.
`Sel2_Select_v2&table=motivos_docs`	Loads NC reasons with `where[is_nc]=1`.
`saveDocument`	Saves the finished NC. The verified final view was `NC 9999/61`.
`DT_List_Documentos`	Verifies both the NC list and the source FT list after save.
`dt_list_recalc_stock_articles_lojas`	Verifies stock moved back to the pre-invoice quantity after the NC.

Raw evidence: raw/playwright/workflows/sales-invoice-to-credit-note-20260519T173701Z.json. Screenshots: assets/screenshots/sales-invoice-to-credit-note-20260519T173701Z-01-source-ft-filled.png through assets/screenshots/sales-invoice-to-credit-note-20260519T173701Z-06-nc-list.png.