Workflow

How to Create a Simplified Invoice

Verified end to end. Demo run simplified-invoice-fs-20260519T043414Z created simplified invoice FS 9999/8 / 999900008 for customer [910] 100 Ouvidos Lda, paid it by cash, and verified stock and list state.

Evidence Summary

Create route
/vendas/fs/create
List route
/vendas/fs
Final view
/vendas/fs/view/OTk5OTAwMDA4
Workflow run
simplified-invoice-fs-20260519T043414Z
Created document
999900008 / FS 9999/8
Evidence file
raw/playwright/workflows/latest-simplified-invoice-fs.json

Verified simplified invoice workflow

When to Use This

Use Simplified invoice [FS] for a paid point-of-sale style invoice. In the verified demo, FS behaved like a finished fiscal sales document: it required a payment line before save, reduced stock immediately, and finished with paid value equal to the document total.

Step-by-Step

  1. Open Sales / Simplified invoice [FS], then click Create Invoice Simplified, or navigate directly to /vendas/fs/create.
  2. Confirm the page title is OG - Simplified invoice [FS]. The screen exposes Save Draft and End.
  3. In Entity, select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  4. Review employee, commercial, billing data, 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-FS-20260519T043414Z.
  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 End. OfficeGest opens the Payment modal if the document has no valid payment line.
  9. Select [NUM] Numerário. OfficeGest creates a payment row for the full total, 1.97.
  10. Click Save in the payment modal, then confirm Are you sure? with OK.
  11. OfficeGest posts saveDocument, redirects to the FS view, and marks the document Finished. The verified save response was 999900008%OK&=&OKDOC&=&.
  12. Search the FS list for 999900008 or reference AI-FS-20260519T043414Z. The verified row showed total 1.97, paid value 1.97, and pending value 0.00.

Verified Simplified Invoice Values

FieldValue
Internal number999900008
Visible document numberFS 9999/8
ReferenceAI-FS-20260519T043414Z
Customer[910] 100 Ouvidos Lda, VAT 509031862
StatusLIQ, visible as Finished
Payment[NUM] Numerário, bank/cash [CXC] Caixa Defeito - Caixa Colaborador Demo, value 1.97.
Total1.97; paid 1.97; pending 0.00.
Stock effectWarehouse 1 stock for article AI-DEMO-20260519-021105 changed from 1 to 0.

Backend Calls Observed

Action or endpointPurpose
DT_List_Documentos&table=FactSimLoads and verifies simplified invoices with typesaft=FS and tipoop=FS.
NameEntidadesLoads customer master data for customer 910, including VAT, address, active status, and commercial context.
DT_Select_AdiantamentosClientesChecks available customer advance documents before save.
loadArtigoReducido&compras=F&tipoop=FSLoads sales article metadata, stock, price, VAT, and cost.
insertLinhaTabDocInserts the article into temporary sales table 45844.
listaTabDocumentoLoads simplified-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.
payment&option=validateBlocks saving when there is no payment line, then validates cash payment with valid:true and troco=0.
payment&option=addAdds the NUM payment row for 1.97.
saveDocumentCreates the finished FS simplified invoice. The verified response was {"return":"999900008%OK&=&OKDOC&=&","print_documents":[]}.
dt_list_recalc_stock_articles_lojasVerifies warehouse stock changed after finalization.

Raw evidence: raw/playwright/workflows/simplified-invoice-fs-20260519T043414Z.json. Screenshots: assets/screenshots/simplified-invoice-fs-20260519T043414Z-01-create-page.png through assets/screenshots/simplified-invoice-fs-20260519T043414Z-04-fs-list.png.

Validation Notes