Workflow

How to Handle an Inactive Billing Customer on an Invoice / Receipt

Verified end to end. Demo run invoice-receipt-inactive-customer-validation-20260519T185928Z selected inactive customer 1 on an FR, inserted one article line, tried to finish the document, and confirmed no saveDocument request was submitted.

Evidence Summary

Route
/vendas/fr/create
Inactive customer
[1] Consumidor Final, VAT 999999990, activo:"F"
Article line
AI-DEMO-20260519-021105, quantity 1, total 1.97
Evidence file
raw/playwright/workflows/latest-invoice-receipt-inactive-customer-validation.json

Verified inactive billing customer validation flow

What It Means

An inactive billing entity cannot be used to finish an invoice / receipt. In the verified run, OfficeGest showed Inactive billing entity! The billing entity is inactive. as soon as customer 1 was selected, then left the billing customer and VAT fields empty. When the document was later finished, OfficeGest showed Error There are mandatory fields unfilled and did not save.

How to Fix It

  1. Return to the Vehicle & Entity tab.
  2. Clear the inactive billing entity if it is still displayed.
  3. Select an active Fact entity. The verified successful FR path used [910] 100 Ouvidos Lda.
  4. Confirm that VAT, billing name, address, country, commercial, and employee fields are populated.
  5. Keep the article lines already added, or add them if the line table is empty.
  6. Click End again. For an FR, continue through the Payment modal and add a payment line before saving.

Verified Behavior

CheckObserved result
Customer lookupNameEntidades returned customer 1 with activo:"F".
Selection warningVisible toast: Inactive billing entity! The billing entity is inactive.
Field state after selection#doc_CodTerc and #doc_NContrib were empty, while the billing name displayed Consumidor Final.
Finish attemptVisible toast: Error There are mandatory fields unfilled.
Final save requestNo saveDocument request was submitted.
Stock effectWarehouse 1 stock stayed at -3 because the document was not finalized.

Raw evidence: raw/playwright/workflows/invoice-receipt-inactive-customer-validation-20260519T185928Z.json. Screenshots: assets/screenshots/invoice-receipt-inactive-customer-validation-20260519T185928Z-01-fr-line-inactive-customer.png and assets/screenshots/invoice-receipt-inactive-customer-validation-20260519T185928Z-02-inactive-customer-error.png.