How to Create an Invoice / Receipt in OfficeGest

Known Starting Points

From dashboard quick links, open Factura [FT] at /vendas/ft.
For an invoice/receipt, open Novo documento: Factura / Recibo at /vendas/fr/create.
From the list page /vendas/fr, use Create Invoice / Receipt.

Verified Screen Flow

Verified invoice creation workflow

Open the Back Office dashboard as the Demo user.
Open Novo documento: Factura / Recibo, or navigate directly to /vendas/fr/create.
Confirm the page title is OG - Invoice / Receipt [FR] and the heading is New document.
In Vehicle & Entity, select an active Fact entity. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862. OfficeGest loaded address, country, commercial, and payment context from NameEntidades.
Review Delivery Method and Details. For the verified customer, OfficeGest filled delivery/discharge data, employee Demo, commercial Comercial 1, currency EUR, tax zone PT-MA, series 9999, and payment condition PP.
Open Document / Doc. Lines. Search for an article, choose it from the autocomplete, and confirm that it appears in the line table.
The verified line used article AI-DEMO-20260519-021105, quantity 1,00, unit price 1.60, VAT 23.00%, store 1, and pre-save stock 2,00.
Review totals. The verified totals were gross 1,60 EUR, VAT 0,37 EUR, and total 1,97 EUR.
Click End. If OfficeGest asks Recalculate sales prices?, click OK. The flow may also warn that the customer has documents past payment deadline.
In the Payment modal, select a payment method. The verified path clicked [NUM] Numerario, which created a payment line for 1.97.
Click Save in the Payment modal, then confirm Are you sure? with OK.
OfficeGest redirects to a view page, marks the document Finished, and shows payment details. The verified redirect was /vendas/fr/view/OTk5OTAwODQx.

Fields and Tabs

Area	What the user should check
Vehicle & Entity	Optional vehicle data, owner, fact entity, VAT number, final customer shortcut, new customer action, and loyalty context.
Delivery Method	Mode of delivery, load and discharge addresses, dates, times, country and postal data. Missing or inconsistent addresses can affect fiscal/shipping data.
Details	Employee, commercial, payment method, due date, classification, reference, currency, exchange rate, billing address, observations, series, emission date, fiscal zone, and accounting launch type.
Document	Article/service lines, line options, duplicate, attach, import, VAT rates, other data, profit margin, and final totals.
Payment modal	Payment methods such as `NUM`, `TRA`, `MBW`, `CHQ`, payment amount, cash box, estimated date, exchange, Save, and Save and Print.

Backend Calls Observed

Action	Purpose in the workflow
`NameEntidades`	Loads customer master data. Customer `910` returned `activo: T`, address, VAT number, and commercial id.
`DT_Select_AdiantamentosClientes`	Checks customer advances/open advance documents. Customer `910` had advance document `FR 9999/819`.
`SearchProduct` / `loadArtigoReducido`	Searches and loads the selected article with VAT, cost, sale price, stock, warehouse, and article flags.
`insertLinhaTabDoc`	Adds the article into the draft invoice line table.
`listaTabDocumento`	Reloads the line table before and after save. After finalization it showed stock quantity `1`.
`create_document&option=calcular_totais`	Recalculates gross, VAT, retention, and document total.
`checkProfitMargins`	Validates line/document margin rules. The verified line produced `OK_MARGEM`.
`payment&option=validate`	Validates whether payment covers the document total. Before choosing a method it returned that payment was not equal to or greater than the total.
`payment&option=add`	Adds the selected payment method. The verified request used `modopagamento=NUM`, `total=1.97`.
`saveDocument`	Final save. The verified response was `999900841%OK&=&OKDOC&=&`.
`dt_list_recalc_stock_articles_lojas`	Stock verification. Warehouse `1` changed from `QtdStock: 2` to `QtdStock: 1`.

Raw evidence: raw/playwright/workflows/invoice-fr-20260519T024739Z.json. Screenshots: assets/screenshots/invoice-fr-20260519T024739Z-01-create-page.png through assets/screenshots/invoice-fr-20260519T024739Z-05-sales-list.png.

Validation Notes

Inactive final customer: using Final Customer with customer 1 produced Inactive billing entity! The billing entity is inactive. It added a valid line but did not save. See How to Use Final Customer During Invoicing.
Payment required: clicking Payment modal Save before choosing a payment method did not finalize. OfficeGest first requires a payment line where the paid value equals or exceeds the document total.
Recalculation: after End, OfficeGest may ask to recalculate sales prices. Confirming this is not the final save; the user must continue to Payment and Save.
Customer warnings: customer 910 showed warnings about overdue documents and an Advances modal. These warnings did not block finalization after payment was supplied.