Workflow

How to Finalize a Converted Pro-Forma Invoice Draft

Verified end to end. Demo run finalize-converted-proforma-invoice-draft-20260519T170759Z created pro-forma invoice FP 9999/63, converted it to FT draft 463, then saved that draft as final invoice FT 9999/1670 / 999901670.

Evidence Summary

Source pro-forma
999900063 / FP 9999/63
Draft route
/vendas/ft/rasc/NDYz
Final view
/vendas/ft/view/OTk5OTAxNjcw
Workflow run
finalize-converted-proforma-invoice-draft-20260519T170759Z
Created invoice
999901670 / FT 9999/1670
Evidence file
raw/playwright/workflows/latest-finalize-converted-proforma-invoice-draft.json

Verified converted pro-forma invoice draft finalization workflow

When to Use This

Use this workflow after a Pro-Forma Invoice [FP] should become a real receivable Invoice [FT]. The saved FP view exposes To convert options for Invoice, Invoice / Receipt, and Internal Doc; this guide covers the verified Invoice path.

This workflow creates and finalizes an FT invoice. It does not record payment; the verified final FT stayed open and unpaid.

Step-by-Step

  1. Open the saved pro-forma invoice. The verified source was /vendas/fp/view/OTk5OTAwMDYz, document FP 9999/63.
  2. Click To convert, then choose Invoice.
  3. OfficeGest creates an FT draft. The verified response was "OK:463:vendas" and the draft opened at /vendas/ft/rasc/NDYz.
  4. Confirm the draft is the correct customer, reference, and source pro-forma. The verified draft reference was AI-FP-FT-FIN-20260519T170759Z.
  5. Review the copied line. The verified line used article AI-DEMO-20260519-021105, quantity 1, and VAT 23%.
  6. Check that the draft line points back to the pro-forma: ndocori=999900063, tipodocori=FP, and linhandocori=1.
  7. Click Save and Finish.
  8. Confirm the Are you sure? dialog.
  9. OfficeGest posts saveDocument from draft mode and returns the final FT number. The verified response was {"return":"999901670%OK&=&OKDOC&=&","print_documents":[]}.
  10. OfficeGest opens the final invoice view /vendas/ft/view/OTk5OTAxNjcw, with title OG - FT 9999/1670.
  11. Search the FT list for 999901670 and confirm the invoice row exists.

Verified Values

FieldValue
Source pro-forma999900063 / FP 9999/63
Converted FT draft463, opened at /vendas/ft/rasc/NDYz.
Final invoice999901670 / FT 9999/1670, opened at /vendas/ft/view/OTk5OTAxNjcw.
Final invoice stateABR / Open, total 1.97, paid 0.
Source pro-forma state after conversionABR / Open, total 1.97, paid 0.
Draft line sourcendocori=999900063, tipodocori=FP, linhandocori=1.

Backend Calls Observed

Action or endpointPurpose
facturardocCreated FT draft 463 from source FP 9999/63.
listaTabDocumentoLoaded the FT draft line before finalization.
saveDocumentFinalized the draft into invoice 999901670 / FT 9999/1670.
DT_List_DocumentosVerified the final FT invoice row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-proforma-invoice-draft-20260519T170759Z.json. Screenshots: assets/screenshots/finalize-converted-proforma-invoice-draft-20260519T170759Z-01-fp-filled.png through assets/screenshots/finalize-converted-proforma-invoice-draft-20260519T170759Z-05-ft-list.png.

Validation Notes