Workflow

How to Finalize a Converted Quotation Invoice / Receipt Draft

Verified end to end. Demo run finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z created quotation ORC 9999/93, converted it to FR draft 463, recorded payment, and saved it as final invoice / receipt FR 9999/843 / 999900843.

Evidence Summary

Source quotation
999900093 / ORC 9999/93
Draft route
/vendas/fr/rasc/NDYz
Final view
/vendas/fr/view/OTk5OTAwODQz
Workflow run
finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z
Created invoice / receipt
999900843 / FR 9999/843
Evidence file
raw/playwright/workflows/latest-finalize-converted-quotation-invoice-receipt-draft.json

Verified converted quotation invoice receipt draft finalization workflow

When to Use This

Use this workflow after an accepted Quotation [ORC] has already been converted into an Invoice / Receipt [FR] draft and the customer is paying immediately. This final save records the payment and issues a finished, paid FR document.

This guide starts at a converted FR draft. To create that draft first, use Convert a Quotation to an Invoice / Receipt Draft.

Step-by-Step

  1. Open the converted FR draft. The verified draft was /vendas/fr/rasc/NDYz, draft number 463.
  2. Confirm the draft is the correct customer, reference, and source quotation. The verified draft reference was AI-ORC-FR-FIN-20260519T165805Z.
  3. Review the copied line. The verified line used article AI-DEMO-20260519-021105, quantity 1, and VAT 23%.
  4. Check that the draft line still points back to the quotation: ndocori=999900093, tipodocori=ORC, and linhandocori=1.
  5. Click End.
  6. In the Payment modal, choose [NUM] Numerário and save the payment for the full document total. The verified payment total was 1.97.
  7. Confirm the Are you sure? dialog.
  8. OfficeGest posts saveDocument from draft mode and returns the final FR number. The verified response was {"return":"999900843%OK&=&OKDOC&=&","print_documents":[]}.
  9. OfficeGest opens the final invoice / receipt view /vendas/fr/view/OTk5OTAwODQz, with title OG - FR 9999/843.
  10. Search the FR list for 999900843 and confirm the invoice / receipt row exists as finished and paid.

Verified Values

FieldValue
Source quotation999900093 / ORC 9999/93
Converted FR draft463, opened at /vendas/fr/rasc/NDYz.
Final invoice / receipt999900843 / FR 9999/843, opened at /vendas/fr/view/OTk5OTAwODQz.
Payment[NUM] Numerário, total 1.97.
Final invoice / receipt stateLIQ / Finished, total 1.97, paid 1.97.
Source quotation state after conversionABR / Open, total 1.97, paid 0.
Draft line sourcendocori=999900093, tipodocori=ORC, linhandocori=1.

Backend Calls Observed

Action or endpointPurpose
facturardocCreated FR draft 463 from source ORC 9999/93.
listaTabDocumentoLoaded the FR draft line before finalization.
payment&option=addAdded [NUM] Numerário payment for 1.97.
saveDocumentFinalized the draft into invoice / receipt 999900843 / FR 9999/843.
DT_List_DocumentosVerified the final FR invoice / receipt row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z.json. Screenshots: assets/screenshots/finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z-01-orc-filled.png through assets/screenshots/finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z-05-fr-list.png.

Validation Notes