Workflow

How to Create a Sales Invoice

Verified end to end. Demo run sales-invoice-ft-20260519T040734Z created normal sales invoice FT 9999/1666 / 999901666 for customer [910] 100 Ouvidos Lda and verified it through the FT document list.

Evidence Summary

Create route
/vendas/ft/create
List route
/vendas/ft
Final view
/vendas/ft/view/OTk5OTAxNjY2
Workflow run
sales-invoice-ft-20260519T040734Z
Created invoice
999901666 / FT 9999/1666
Evidence file
raw/playwright/workflows/latest-sales-invoice-ft.json

Verified sales invoice workflow

When to Use This

Use Factura [FT] when issuing a normal sales invoice that remains receivable until a receipt/payment is later recorded. This differs from Factura / Recibo [FR], which requires a payment line during finalization and saves as paid/finished.

Step-by-Step

  1. Open Sales / Invoice [FT], then click Create Invoice, or navigate directly to /vendas/ft/create.
  2. Confirm the page title is OG - Invoice [FT] and the main action is Save and Finish. The same screen also offers Save Draft and Save and Print.
  3. In Vehicle & Entity, select the billing customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  4. Review billing address, employee, commercial, tax zone, currency, payment term, and series. The verified run used employee Demo, commercial Comercial 1, payment term PP, and series 9999.
  5. Optionally enter a document Reference. The verified run used AI-FT-20260519T040734Z so the invoice could be searched later.
  6. Open Document / Doc. Lines and add the article. 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 final total 1.97.
  8. Click Save and Finish.
  9. Confirm the Are you sure? dialog with OK.
  10. OfficeGest posts saveDocument, redirects to the FT view, and leaves the invoice in Open state. The verified save response was 999901666%OK&=&OKDOC&=&.
  11. Search the FT list for 999901666 or reference AI-FT-20260519T040734Z. The verified row showed total 1.97, paid value 0.00, and pending value 1.97.

Verified Invoice Values

FieldValue
Internal number999901666
Visible document numberFT 9999/1666
ReferenceAI-FT-20260519T040734Z
Customer[910] 100 Ouvidos Lda, VAT 509031862
StatusABR, visible as Open
Payment termPP / Pronto Pagamento
Payment resultNo payment modal was required; ValorPago=0 and pending value was 1.97.
Total1.97
Stock effectWarehouse 1 stock for article AI-DEMO-20260519-021105 changed from 2 to 1.

Backend Calls Observed

Action or endpointPurpose
NameEntidadesLoads customer master data for customer 910, including VAT, address, active status, and commercial context.
DT_Select_AdiantamentosClientesChecks customer advance documents before invoice save.
findDocsPendentesChecks customer pending documents and warnings.
loadArtigoReducido&compras=F&tipoop=FTLoads sales article metadata, stock, price, VAT, and cost.
insertLinhaTabDocInserts the article into temporary sales table 45602.
listaTabDocumentoLoads invoice lines before save and on the final view.
create_document&option=calcular_totaisCalculates gross, VAT, retention, and invoice total.
checkProfitMarginsValidates margin rules before final save.
saveDocumentCreates the finished/open FT invoice. The verified response was {"return":"999901666%OK&=&OKDOC&=&","print_documents":[]}.
DT_List_DocumentosVerifies the created FT invoice in the list using table Fact, typesaft=FT, and tipoop=FT.
dt_list_recalc_stock_articles_lojasVerifies warehouse stock changed after finalization.

Raw evidence: raw/playwright/workflows/sales-invoice-ft-20260519T040734Z.json. Screenshots: assets/screenshots/sales-invoice-ft-20260519T040734Z-01-create-page.png through assets/screenshots/sales-invoice-ft-20260519T040734Z-04-ft-list.png.

Validation Notes