Workflow

How to Create a Pro-Forma Invoice

Verified end to end. Demo run proforma-invoice-fp-20260520T002252Z created pro-forma invoice FP 9999/66 / 999900066 for customer [910] 100 Ouvidos Lda and verified that it remained open without stock movement.

Evidence Summary

Create route
/vendas/fp/create
List route
/vendas/fp
Final view
/vendas/fp/view/OTk5OTAwMDY2
Workflow run
proforma-invoice-fp-20260520T002252Z
Created document
999900066 / FP 9999/66
Evidence file
raw/playwright/workflows/latest-proforma-invoice-fp.json

Verified pro-forma invoice workflow

When to Use This

Use Pro-Forma Invoice [FP] when you need a non-fiscal sales document to quote or request payment before issuing a real invoice. In the verified demo, FP did not require payment, did not update stock, and stayed open with a pending value.

Step-by-Step

  1. Open Sales / Pro-Forma Invoice [FP], then click Create Pro Forma Invoice, or navigate directly to /vendas/fp/create.
  2. Confirm the page title is OG - Pro-Forma Invoice [FP]. The screen offers Save Draft, Save and Print, and Save and Finish.
  3. Select the billing customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  4. Review address, employee, commercial, payment term, and series. The verified run used employee Demo, commercial Comercial 1, payment term PP, and series 9999.
  5. Optionally enter a unique Reference. The verified run used AI-FP-20260520T002252Z.
  6. Add the article line. The verified line used article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, and total 1.97.
  7. Review totals: gross 1.60, VAT 0.37, and total 1.97.
  8. Click Save and Finish, then confirm the Are you sure? dialog if shown.
  9. OfficeGest posts saveDocument, redirects to the FP view, and leaves the pro-forma invoice open. The verified save response was 999900066%OK&=&OKDOC&=&.
  10. Search the FP list for 999900066 or reference AI-FP-20260520T002252Z. The verified row showed status ABR / Open, paid value 0.00, and pending value 1.97.

Verified Pro-Forma Values

FieldValue
Internal number999900066
Visible document numberFP 9999/66
ReferenceAI-FP-20260520T002252Z
Customer[910] 100 Ouvidos Lda, VAT 509031862
StatusABR, visible as Open
Payment resultNo payment modal was required; ValorPago=0 and pending value was 1.97.
Total1.97
Stock/order effectWarehouse 1 stock stayed -41.

Backend Calls Observed

Action or endpointPurpose
DT_List_Documentos&table=FactPLoads and verifies pro-forma invoices with typesaft=WPF, tipoop=FP, and actualizacc=F.
NameEntidadesLoads customer master data for customer 910.
findDocsPendentesChecks customer pending documents during customer selection.
loadArtigoReducido&compras=F&tipoop=FPLoads sales article metadata with actualizastocks=F.
insertLinhaTabDocInserts the article into the temporary sales table.
listaTabDocumentoLoads pro-forma lines before save and on the final view.
create_document&option=calcular_totaisCalculates gross, VAT, retention, and total.
checkProfitMarginsValidates margin rules before save.
saveDocumentCreates the open FP document. The verified response was {"return":"999900066%OK&=&OKDOC&=&","print_documents":[]}.
dt_list_recalc_stock_articles_lojasConfirms stock/order quantities stayed unchanged.

Raw evidence: raw/playwright/workflows/proforma-invoice-fp-20260520T002252Z.json. Screenshots: assets/screenshots/proforma-invoice-fp-20260520T002252Z-01-create-page.png through assets/screenshots/proforma-invoice-fp-20260520T002252Z-04-fp-list.png.