Invoicing Hub

Fast Start

Use this table first when the user asks a practical invoicing question. It routes the request to the verified OfficeGest document family before opening the longer evidence sections.

Decision Flow

1. If the customer is only asking for a price, create a Quotation [ORC].
2. If the customer accepted and you need an order before invoicing or fulfillment, create a Sales Order [ENC].
3. If the document must be fiscal now, decide whether it should be paid immediately: use FR or FS for immediate payment, and FT for a receivable invoice to pay later.
4. If the customer is paying an existing open invoice, create a Receipt [R]. If the receipt itself needs a reversal against an open credit value, use Receipt Reversal [RE].
5. If the original invoice needs correction, use Credit Note [NC] to reduce or reverse value, or Debit Note [ND] to add value owed.
6. If the job is movement or fulfillment rather than invoicing, use the guide family: GR, GT, GIP, GA, NGT, GC, GSA, or GS.

Core Invoice Choices

Saved FT Action Hub

Use this table after an Invoice [FT] is already saved and you are deciding what to do from the invoice view. These actions start from /vendas/ft/view/{encoded-number}; only the cancellation, credit-note, and receipt paths intentionally change invoice or accounting state.

Validation and Recovery Guides

Pre-Sale Documents

Source Document Conversion Matrix

Use this table after the source document is already saved and open in view mode. The conversion action creates a draft target document; the verified runs did not finalize the target document or close the source document automatically.

All verified conversion drafts copied the article line and kept source metadata on the draft line: ndocori, tipodocori, and linhandocori. Always review and finalize the target draft before treating the document as issued, ordered, paid, or closed.

Payment and Correction Documents

Operator Paths

Invoice Cancellation

Use invoice cancellation only when the issued FT should be annulled. In the verified run, OfficeGest required a cancellation reason, showed an irreversible confirmation dialog, kept the invoice searchable in the FT list, changed the state to ANU / Canceled, and reversed the stock movement from the invoice line.

Detailed guide: How to Cancel a Sales Invoice. Use Credit Note [NC] instead when the original invoice should remain issued and be corrected by a separate adjustment document.

Invoice / Receipt Cancellation

Use invoice / receipt cancellation only when the issued and paid FR should be annulled. In the verified run, OfficeGest required a cancellation reason, showed the same irreversible confirmation style, kept the FR searchable in the FR list, changed the state to ANU / Canceled, kept ValorPago=1.97 visible, and reversed the stock movement from the FR line.

Detailed guide: How to Cancel an Invoice / Receipt.

Simplified Invoice Cancellation

Use simplified invoice cancellation only when the issued and paid FS should be annulled. In the verified run, OfficeGest required a cancellation reason, kept the FS searchable in the FS list, changed the state to ANU / Canceled, kept ValorPago=1.97 visible, and reversed the stock movement from the FS line.

Detailed guide: How to Cancel a Simplified Invoice.

Credit Note Cancellation

Use credit note cancellation when the NC itself should be annulled rather than settled through a receipt reversal. In the verified run, OfficeGest required a cancellation reason, kept the NC searchable in the NC list, changed the state to ANU / Canceled, left the source FS 9999/14 finished and paid, and moved warehouse 1 stock from -39 to -40.

Detailed guide: How to Cancel a Credit Note.

Debit Note Cancellation

Use debit note cancellation when the ND adjustment itself should be annulled. In the verified run, OfficeGest required a cancellation reason, kept the ND searchable in the ND list, changed the state to ANU / Canceled, left the source FT 9999/1707 open and unpaid, and left warehouse 1 stock unchanged at -41.

Detailed guide: How to Cancel a Debit Note.

Quotation Cancellation

Use quotation cancellation when an open ORC proposal should no longer be active or convertible. In the verified run, OfficeGest kept the ORC searchable in the ORC list, changed ORC 9999/95 from ABR / Open to ANU / Canceled, kept ValorPago=0, and left warehouse 1 stock, qtd_enc_cliente, and qtd_enc_forn unchanged.

ORC cancellation used the same direct confirmation style as ENC cancellation: no cancellation-reason selector was shown in the verified run, and deleteDocument posted empty anulacao=.

Detailed guide: How to Cancel a Quotation.

Pro-Forma Invoice Cancellation

Use pro-forma cancellation when the FP should be annulled instead of converted into a final invoice, invoice / receipt, or sales order. In the verified run, OfficeGest required a cancellation reason, kept the FP searchable in the FP list, changed the state to ANU / Canceled, kept ValorPago=0, and left warehouse 1 stock unchanged at -41.

Detailed guide: How to Cancel a Pro-Forma Invoice.

Sales Order Cancellation

Use sales order cancellation when an open ENC should no longer reserve customer demand before invoicing or fulfillment. In the verified run, OfficeGest kept the ENC searchable in the ENC list, changed ENC 9999/110 from ABR / Open to ANU / Canceled, kept ValorPago=0, and reduced qtd_enc_cliente from 6 to 5 while warehouse 1 stock stayed -41.

ENC cancellation differed from the other verified document cancellations: no cancellation-reason selector was used. The saved view called btnDelete('Anular'), showed the irreversible confirmation directly, and posted deleteDocument with empty anulacao=.

Detailed guide: How to Cancel a Sales Order.

Goods Movement and Fulfillment

Special Sales Documents

Common Sales Document Pattern

1. Select the customer or entity and confirm VAT, address, commercial, employee, payment term, currency, tax zone, and series.
2. Add a reference when you need to search or audit the document later.
3. Add article or service lines from the Document or Doc. Lines tab.
4. Review gross value, VAT, retention when present, and final total.
5. Use End, Save and Finish, or the equivalent final action for that document type.
6. For FR and FS, complete the payment modal before the document can finish as paid.
7. Verify the result in the document list by document number or reference.

Payment and State Guide

Backend Calls Shared by Invoice Flows

High-Impact Utilities

Related Reference

• Sales module overview
• How-To Index
• Network and API catalog