How to Finalize a Saved Sales Invoice Draft in OfficeGest

Evidence Summary

Source draft: 465
Final FT: 999901677 / FT 9999/1677
Final view: /vendas/ft/view/OTk5OTAxNjc3
Reference: AI-FT-DRAFT-20260519T175923Z
Evidence file: raw/playwright/workflows/latest-finalize-saved-sales-invoice-draft.json

Verified saved invoice draft finalization workflow

When to Use This

Use this when an FT was previously saved with Save Draft and is now ready to issue. Finalizing the draft creates a real invoice number, moves the document into the FT list, updates stock, and leaves the invoice open and unpaid unless the user later creates a receipt.

Step-by-Step

Open the saved FT draft. The verified draft was /vendas/ft/rasc/NDY1.
Review the draft header. Confirm the customer, reference, payment terms, dates, and address are correct.
Review the lines. The verified draft contained article AI-DEMO-20260519-021105, quantity 1, VAT 23%, and total 1.97.
Click Save and Finish.
Confirm the Are you sure? dialog.
OfficeGest saves the draft through the normal final invoice save and opens the final FT view.
Verify the final invoice number. The verified final view was FT 9999/1677.
Check the FT list if needed. The verified list row was ABR / Open, total 1.97, paid 0.00, and pending 1.97.
If the customer pays later, use Create a Receipt from a Sales Invoice or Create a Receipt.

Verified Values

Field	Value
Draft	`465`, opened as `/vendas/ft/rasc/NDY1`.
Final invoice	`999901677 / FT 9999/1677`.
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`.
Reference	`AI-FT-DRAFT-20260519T175923Z`.
Final state	`ABR` / Open, total `1.97`, paid `0.00`, pending `1.97`.
Stock effect	Warehouse `1` stock for the article moved from `-2` before finalization to `-3` after finalization.

Backend Calls Observed

Action or endpoint	Purpose
`listaTabDocumento`	Loads the saved FT draft line after opening `/vendas/ft/rasc/NDY1`.
`checkProfitMargins`	Runs margin validation before final save.
`create_document&option=calcular_totais`	Recalculates invoice totals before final save.
`saveDocument`	Finalizes the FT draft. The verified response returned `999901677` and `OKDOC`.
`DT_List_Documentos`	Verifies the final FT list row after save.
`dt_list_recalc_stock_articles_lojas`	Verifies the stock movement caused by issuing the final invoice.

Raw evidence: raw/playwright/workflows/finalize-saved-sales-invoice-draft-20260519T175951Z.json. Screenshots: assets/screenshots/finalize-saved-sales-invoice-draft-20260519T175951Z-01-open-draft.png through assets/screenshots/finalize-saved-sales-invoice-draft-20260519T175951Z-03-ft-list.png.