How to Finalize a Converted Pro-Forma Invoice / Receipt Draft in OfficeGest

Evidence Summary

Source pro-forma: 999900064 / FP 9999/64
Draft route: /vendas/fr/rasc/NDYz
Final view: /vendas/fr/view/OTk5OTAwODQ0
Workflow run: finalize-converted-proforma-invoice-receipt-draft-20260519T171230Z
Created invoice / receipt: 999900844 / FR 9999/844
Evidence file: raw/playwright/workflows/latest-finalize-converted-proforma-invoice-receipt-draft.json

Verified converted pro-forma invoice receipt draft finalization workflow

When to Use This

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

This workflow records payment during finalization. If the customer will pay later, use Convert and finalize the pro-forma as an FT invoice instead.

Step-by-Step

Open the saved pro-forma invoice. The verified source was /vendas/fp/view/OTk5OTAwMDY0, document FP 9999/64.
Click To convert, then choose Invoice / Receipt.
OfficeGest creates an FR draft. The verified response was "OK:463:vendas" and the draft opened at /vendas/fr/rasc/NDYz.
Confirm the draft is the correct customer, reference, and source pro-forma. The verified draft reference was AI-FP-FR-FIN-20260519T171230Z.
Review the copied line. The verified line used article AI-DEMO-20260519-021105, quantity 1, and VAT 23%.
Check that the draft line points back to the pro-forma: ndocori=999900064, tipodocori=FP, and linhandocori=1.
Click End.
In the Payment modal, choose [NUM] Numerário and save the payment for the full document total. The verified payment total was 1.97.
Confirm the Are you sure? dialog.
OfficeGest posts saveDocument from draft mode and returns the final FR number. The verified response was {"return":"999900844%OK&=&OKDOC&=&","print_documents":[]}.
OfficeGest opens the final invoice / receipt view /vendas/fr/view/OTk5OTAwODQ0, with title OG - FR 9999/844.
Search the FR list for 999900844 and confirm the invoice / receipt row exists as finished and paid.

Verified Values

Field	Value
Source pro-forma	`999900064 / FP 9999/64`
Converted FR draft	`463`, opened at `/vendas/fr/rasc/NDYz`.
Final invoice / receipt	`999900844 / FR 9999/844`, opened at `/vendas/fr/view/OTk5OTAwODQ0`.
Payment	[NUM] Numerário, total `1.97`.
Final invoice / receipt state	`LIQ` / Finished, total `1.97`, paid `1.97`.
Source pro-forma state after conversion	`ABR` / Open, total `1.97`, paid `0`.
Draft line source	`ndocori=999900064`, `tipodocori=FP`, `linhandocori=1`.

Backend Calls Observed

Action or endpoint	Purpose
`facturardoc`	Created FR draft `463` from source `FP 9999/64`.
`listaTabDocumento`	Loaded the FR draft line before finalization.
`payment&option=add`	Added [NUM] Numerário payment for `1.97`.
`saveDocument`	Finalized the draft into invoice / receipt `999900844 / FR 9999/844`.
`DT_List_Documentos`	Verified the final FR invoice / receipt row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-proforma-invoice-receipt-draft-20260519T171230Z.json. Screenshots: assets/screenshots/finalize-converted-proforma-invoice-receipt-draft-20260519T171230Z-01-fp-filled.png through assets/screenshots/finalize-converted-proforma-invoice-receipt-draft-20260519T171230Z-05-fr-list.png.

Validation Notes

FR finalization means paid: the verified invoice / receipt saved as LIQ / Finished with paid value 1.97.
Payment is required: ending the draft opens the payment modal before the final document can be saved.
Source pro-forma remains visible as open: the FP list still showed FP 9999/64 as ABR / Open immediately after conversion/finalization.
Audit link is visible: the final FR view showed Originating in: Pro-Forma Invoice: FP 9999/64.