| Choose the right invoice document | Invoicing hub | Start here for FT vs FR vs FS, receipts, corrections, pre-sale documents, and sales guide variants. |
| Choose a source document conversion action | Source document conversion matrix | Compare ORC and ENC conversion menu choices before opening a specific how-to. |
| Create a normal sales invoice to be paid later | Create a sales invoice [FT] | Issue an FT that remains open until payment is recorded later. |
| Create an invoice and receipt paid now | Create an invoice / receipt [FR] | Issue an FR and record the payment during finalization. |
| Print or download a sales invoice PDF | Print sales invoice PDF | Open a saved FT, use Print / PDF, and verify the generated PDF download. |
| Copy a public link for a sales invoice | Copy sales invoice public link | Open a saved FT, use Communicate / Copy document`s public link, and verify the public page. |
| Download an invoice PDF from a public link | Download public invoice PDF | Open the pdoc OfficeGest page, verify invoice details, and use Download to save the PDF. |
| Prepare an email for a sales invoice | Prepare sales invoice email | Open a saved FT, use Communicate / Send email, and review the composer before the external send boundary. |
| Prepare an SMS for a sales invoice | Prepare sales invoice SMS | Open a saved FT, use Communicate / SMS, and review language, template, recipient, and message before the external send boundary. |
| Check WhatsApp availability for a sales invoice | Check sales invoice WhatsApp availability | Open a saved FT, use Communicate / Whatsapp, and understand the demo account's service-disabled response. |
| Attach a file to a sales invoice | Manage sales invoice attachments | Open a saved FT's Attachements tab, upload a supporting file, verify the row, and delete it when needed. |
| Download a sales invoice attachment | Download sales invoice attachment | Open a saved FT attachment row and use the row Download action to retrieve the original file. |
| Edit a sales invoice attachment | Edit sales invoice attachment | Open a saved FT attachment row, change description/category/public metadata, and verify the row reloads. |
| Add public and internal notes to an invoice | Add notes to a sales invoice | Store a customer/document note and an internal back-office note before issuing the FT. |
| Add shipping or freight to an invoice | Add Portes to a sales invoice | Open the Portes modal, enter the net shipping value, and verify OfficeGest adds a PORTES document line. |
| Add vehicle details to an invoice | Add vehicle details to a sales invoice | Select a customer vehicle, confirm brand/model/km fields, and save the FT with vehicle data. |
| Remove vehicle details from a printout | Hide vehicle details from printout | Clear the Print vehicle data checkbox before saving or printing the invoice. |
| Set the expected date on one invoice line | Set sales invoice line expected date | Edit the line DataPrevista field and verify the saved FT keeps the planned date. |
| Search for an article and add it to an invoice | Search and add an invoice article line | Use the document-tab article search field to find an article and insert it into the FT line grid. |
| Change the description on one invoice line | Change sales invoice line description | Edit the line description/designation text and verify the saved FT keeps the custom wording. |
| Change the unit of measure on one invoice line | Set sales invoice line unit | Edit the line unit selector and verify the saved FT keeps the selected measure. |
| Change the unit price on one invoice line | Change sales invoice line unit price | Edit the line unit-price column, verify recalculated totals, and save the FT with the new price. |
| Change the gross price on one invoice line | Change sales invoice line gross price | Edit the line PVP column and verify OfficeGest recalculates net price, VAT, and total. |
| Apply a discount to one invoice line | Apply a sales invoice line discount | Edit the line discount column, verify the grid reload, and save the FT with the discounted total. |
| Change the VAT rate on one invoice line | Set sales invoice line VAT | Edit the line VAT column, verify recalculated line totals, and save the FT with the new tax rate. |
| Set the VAT reason on one invoice line | Set sales invoice line VAT reason | Edit the line RI field, verify the fiscal reason persists, and confirm VAT/totals separately. |
| Change the warehouse on one invoice line | Set sales invoice line warehouse | Edit the line Store column, handle the warehouse confirmation, and verify the saved line. |
| Allocate one invoice line to a cost center | Set sales invoice line cost center | Edit the line Cost Center column and verify the selected department persists after saving. |
| Set accounting classification on one invoice line | Set line accounting classification | Edit the line accounting classification and verify it persists after saving the FT. |
| Apply a discount to the whole invoice | Apply a sales invoice global discount | Set the document discount field, verify total recalculation, and save the FT with discounted totals. |
| Apply a gift card to an invoice | Apply sales invoice gift card | Use the Vale oferta modal to apply an active gift certificate to the temporary FT form. |
| Use a loyalty card on an invoice | Use sales invoice loyalty card | Look up a loyalty card, inspect available points, and understand the current discount-line boundary. |
| Check VAT rates, retention, and totals before saving | Read invoice VAT and totals | Review the VAT-rate table, net total, VAT, retention, and final total before finalizing the FT. |
| Select the billing customer for an invoice | Select sales invoice customer | Choose an active customer, verify VAT/address fields populate, and avoid inactive or missing-customer save errors. |
| Set invoice payment terms and due date | Set sales invoice payment terms | Change an FT from Pronto Pagamento to a term such as 30 Dias and verify the due date. |
| Set a different billing address on an invoice | Set sales invoice billing address | Use Other Addresses to issue the FT with an alternate billing name and address. |
| Use the final customer shortcut during invoicing | Use final customer during invoicing | Select the configured final-consumer entity and recover when the demo entity is inactive. |
| Set transport and delivery details on an invoice | Set sales invoice delivery details | Choose delivery method, vehicle, loading address, and unloading address before saving the FT. |
| Classify an invoice for reporting | Set sales invoice classification | Choose a header classification such as Cliente Final and verify it persists after saving the FT. |
| Set invoice currency and exchange rate | Set sales invoice currency | Change the FT currency and exchange rate and verify the saved view retains them. |
| Check the fiscal zone on an invoice | Check sales invoice fiscal zone | Review the FT fiscal-zone selector and understand the verified customer-default reset after save. |
| Save an invoice without issuing it | Save sales invoice draft | Use Save Draft on an FT so the document remains editable and is not a final invoice yet. |
| Edit a saved invoice draft | Edit sales invoice draft | Open an FT draft, change a header field, and save it again as an active draft. |
| Add another line to a saved invoice draft | Add line to sales invoice draft | Open an FT draft, add another article line, and save it again as an active draft. |
| Change quantity on a saved invoice draft | Change quantity on sales invoice draft | Open an FT draft, edit the Qty cell, and save it again as an active draft. |
| Delete a line from a saved invoice draft | Delete line from sales invoice draft | Open an FT draft, remove an article line, and save it again as an active draft. |
| Issue an invoice from a saved draft | Finalize saved sales invoice draft | Open an FT draft and use Save and Finish to create the final invoice. |
| Fix the no-lines invoice error | Handle sales invoice No lines error | Understand why a blank FT cannot be finished and what to add before saving again. |
| Fix the mandatory-fields invoice error | Handle mandatory fields error | Understand why an FT with lines still cannot be finished when customer header fields are missing. |
| Fix an inactive billing customer on an invoice / receipt | Handle inactive FR customer | Understand why selecting inactive customer 1 clears billing fields and blocks final save. |
| Fix missing payment on an invoice / receipt | Handle FR missing payment | Understand why an FR opens the Payment modal instead of saving when no payment line exists. |
| Fix a short payment on an invoice / receipt | Handle FR partial payment | Understand why an FR stays in the Payment modal when the payment row is below the document total. |
| Correct a short invoice / receipt payment | Fix FR partial payment | Edit the existing payment row to the full total, validate payment, and finish the FR. |
| Handle cash overpayment on an invoice / receipt | Handle FR overpayment | Enter more than the FR total, validate the change amount, and finish the paid document. |
| Split an invoice / receipt payment across methods | Create FR split payment | Finish an FR with multiple payment rows, such as cash plus bank transfer. |
| Remove a wrong invoice / receipt payment row | Delete FR payment row | Use the Payment modal row trash button to remove a wrong payment before saving. |
| Cancel an invoice / receipt | Cancel an invoice / receipt | Annul a paid FR from the invoice / receipt view, choose a cancellation reason, and verify the Canceled state. |
| Fix missing payment on a simplified invoice | Handle FS missing payment | Understand why an FS opens the Payment modal instead of saving when no payment line exists. |
| Correct a short simplified invoice payment | Fix FS partial payment | Edit the existing FS payment row to the full total, validate payment, and finish the simplified invoice. |
| Split a simplified invoice payment across methods | Create FS split payment | Finish an FS with multiple payment rows, such as cash plus bank transfer. |
| Handle cash overpayment on a simplified invoice | Handle FS overpayment | Enter more than the FS total, validate the change amount, and finish the paid simplified invoice. |
| Remove a wrong simplified invoice payment row | Delete FS payment row | Use the Payment modal row trash button to remove a wrong payment before saving. |
| Cancel a simplified invoice | Cancel a simplified invoice | Annul a paid FS from the simplified invoice view, choose a cancellation reason, and verify the Canceled state. |
| Prepare a duplicate sales invoice | Prepare duplicate sales invoice | Open a saved FT's Duplicate form, review copied customer, lines, totals, and advances before choosing a save action. |
| Cancel a sales invoice | Cancel a sales invoice | Annul an FT from the invoice view, choose a cancellation reason, and verify the Canceled state. |
| Create a credit note from an invoice view | Convert sales invoice to credit note | Use an FT view's To convert / Credit note action and save the linked NC. |
| Create a simplified invoice | Create a simplified invoice | Fast retail-style invoice. |
| Create a receipt | Create a receipt | Receipts and settlement behavior. |
| Fix a short payment on a receipt | Handle R partial payment | Understand why a receipt stays in the Payment modal when the payment row is below the selected invoice balance. |
| Correct a short receipt payment | Fix R partial payment | Edit the existing receipt payment row to the full selected balance, validate payment, and close the receipt. |
| Split a receipt payment across methods | Create R split payment | Settle an open invoice with multiple payment rows, such as cash plus bank transfer. |
| Handle cash overpayment on a receipt | Handle R overpayment | Enter more than the selected invoice balance, validate the change amount, and close the receipt. |
| Remove a wrong receipt payment row | Delete R payment row | Use the Payment modal row trash button to remove a wrong receipt payment before saving. |
| Cancel a receipt | Cancel a receipt | Annul a closed R receipt and verify the source invoice returns to open and unpaid. |
| Fix the no-lines receipt error | Handle receipt No lines error | Understand why a receipt cannot be saved until a pending document is moved into Documents. |
| Create a receipt from an invoice view | Convert sales invoice to receipt | Use an FT view's To convert / Receipt action and save the preloaded R settlement. |
| Create a deferred receipt | Create a deferred receipt | RP receipt variant and source invoice settlement. |
| Create a receipt reversal | Create a receipt reversal | Settlement against a credit-value document. |
| Cancel a receipt reversal | Cancel a receipt reversal | Annul a closed RE and verify the source credit note returns to open and unpaid. |
| Create a quote | Create a quotation | Pre-sale quotation document. |
| Cancel a quote | Cancel a quotation | Annul an open ORC and verify list, stock, and order quantity results. |
| Convert a quotation to an invoice draft | Convert quotation to invoice draft | Turn an accepted ORC quotation into an FT draft before final invoice save. |
| Finalize a converted quotation invoice draft | Finalize converted quotation invoice draft | Save an FT draft created from ORC as a real open invoice. |
| Convert a quotation to an invoice / receipt draft | Convert quotation to invoice / receipt draft | Turn an accepted ORC quotation into an FR draft before payment and final save. |
| Finalize a converted quotation invoice / receipt draft | Finalize converted quotation invoice / receipt draft | Save an FR draft created from ORC as a paid finished invoice / receipt. |
| Convert a quotation to a sales order draft | Convert quotation to sales order draft | Turn an accepted ORC quotation into an ENC order draft before order finalization. |
| Finalize a converted quotation sales order draft | Finalize converted quotation sales order draft | Save an ENC draft created from ORC as a real open sales order. |
| Create a sales order | Create a sales order | Order before invoice or fulfillment. |
| Cancel a sales order | Cancel a sales order | Annul an open ENC and verify list, stock, and customer-order quantity results. |
| Finalize a converted pro-forma invoice draft | Finalize converted pro-forma invoice draft | Convert an FP pro-forma into an FT draft, then save it as a real open invoice. |
| Finalize a converted pro-forma invoice / receipt draft | Finalize converted pro-forma invoice / receipt draft | Convert an FP pro-forma into an FR draft, then save it as a paid finished invoice / receipt. |
| Finalize a converted pro-forma sales order draft | Finalize converted pro-forma sales order draft | Convert an FP pro-forma into an ENC draft, then save it as a real open sales order. |
| Cancel a pro-forma invoice | Cancel a pro-forma invoice | Annul an open FP and verify list and stock results. |
| Convert a sales order to an invoice draft | Convert sales order to invoice draft | Turn an accepted ENC sales order into an FT draft before final invoice save. |
| Finalize a converted sales order invoice draft | Finalize converted invoice draft | Save an FT draft created from ENC as a real open invoice. |
| Convert a sales order to an invoice / receipt draft | Convert sales order to invoice / receipt draft | Turn an accepted ENC sales order into an FR draft before payment and final save. |
| Finalize a converted sales order invoice / receipt draft | Finalize converted invoice / receipt draft | Save an FR draft created from ENC as a paid finished invoice / receipt. |
| Create a credit note | Create a credit note | Customer credit correction. |
| Cancel a credit note | Cancel a credit note | Annul an NC and verify source invoice and stock results. |
| Create a debit note | Create a debit note | Customer debit adjustment. |
| Cancel a debit note | Cancel a debit note | Annul an ND and verify source invoice and stock results. |
| Create a shipping or transportation guide | Invoicing hub guide section | GR, GT, GIP, GA, NGT, GC, GSA, and GS selection. |