Workflow

How to Prepare a Sales Invoice SMS

Verified up to the send boundary. Demo run sales-invoice-prepare-sms-20260519T214821Z opened saved invoice FT 9999/1699, used Communicate / SMS, loaded the SMS composer, and confirmed no SMS send request was submitted.

Evidence Summary

Source invoice
999901699 / FT 9999/1699
Customer
910 / 100 Ouvidos Lda
Menu path
Communicate / SMS
Evidence file
raw/playwright/workflows/latest-sales-invoice-prepare-sms.json

Verified sales invoice SMS preparation workflow

When to Use This

Use this when you want to notify the customer by SMS about a saved sales invoice. This workflow covers opening and checking the SMS composer only. The final Send button is an external communication boundary and was not clicked in the verified run.

Step-by-Step

  1. Open the saved sales invoice view. The verified run used /vendas/ft/view/OTk5OTAxNjk5.
  2. Open Communicate.
  3. Choose SMS.
  4. Confirm the modal title is Send SMS.
  5. Check the language. The verified default was English with value en.
  6. Check the template. The verified default template was Liquidação das faturas pendentes with template id 32.
  7. Check the To selector. In the verified demo customer, no SMS contact options were available.
  8. Review the message body before sending. The verified body was 100 Ouvidos Lda999901699.
  9. Click Send only when the recipient and body are correct.

Verified Behavior

CheckObserved result
Modal bindingHidden fields bound the composer to tipoop=FT, num=999901699, tabela=Fact, tabelaEnt=clientes, namedoc=Invoice, and codterc=910.
Language optionsThe modal offered pt Portuguese, es Spanish, and en English. English was selected.
Template optionsThe modal offered template ids 32 / Liquidação das faturas pendentes and 37 / Documentos de venda. Template 32 was selected.
Template calltemplates_sms&option=getTexto returned template cli_documentos_ft, description Liquidação das faturas pendentes, English content 100 Ouvidos Lda999901699, and list_sms_contacts:[].
Send boundaryNo validar_dados_sms, enviarSms, or SMS send request was submitted in the verified run.

Backend Calls Observed

Action or endpointPurpose
templates_sms&option=getTextoLoads the selected SMS template text and the available SMS contacts for the invoice customer.
counters&option=tickets_abertosLoads the saved invoice's ticket counter when the FT view opens.
listaTabDocumentoLoads the saved FT line grid when the invoice view opens.
create_document&option=calcular_totaisRecalculates totals shown on the saved view.

Raw evidence: raw/playwright/workflows/sales-invoice-prepare-sms-20260519T214821Z.json. Screenshots: assets/screenshots/sales-invoice-prepare-sms-20260519T214821Z-01-saved-invoice-view.png and assets/screenshots/sales-invoice-prepare-sms-20260519T214821Z-02-send-sms-modal.png.