Workflow

How to Set the Billing Address on a Sales Invoice

Verified end to end. Demo run sales-invoice-billing-address-20260519T194417Z selected Other Addresses, entered an alternate billing name and address, saved FT 9999/1682, and verified the saved invoice and FT list used the alternate billing name.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjgy
Created invoice
999901682 / FT 9999/1682
Customer
[910] 100 Ouvidos Lda
Alternate billing name
AI Alternate Billing 20260519
Evidence file
raw/playwright/workflows/latest-sales-invoice-billing-address.json

Verified sales invoice billing address workflow

When to Use This

Use this when the invoice should be issued to the selected customer account but with a billing name or address different from the customer master-data main contact.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
  2. Select the customer. The verified run used [910] 100 Ouvidos Lda.
  3. Find the billing address selector. The field is #select_MoradaFact / MoradaFact.
  4. Choose Other Addresses. OfficeGest changes MoradaFact from -DEF to -OTR and unlocks the billing address fields.
  5. Enter the billing name and address. The verified run used name AI Alternate Billing 20260519, address Rua Alternativa OfficeGest 123, locality Leiria, postal code 2400-001, country PRT.
  6. Confirm VAT, seller, employee, payment term, and reference.
  7. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  8. Click Save and Finish, then confirm the Are you sure? dialog.
  9. Verify the final invoice view and FT list. The verified FT list row showed nomefact: AI Alternate Billing 20260519.

Verified Behavior

CheckObserved result
Default billing address-DEF / Main Contact, filled from customer 910.
Alternate mode-OTR / Other Addresses unlocked NomeFact, Morada, Localidade, and CodPostal.
Final save payloadsaveDocument submitted MoradaFact=-OTR, NomeFact=AI Alternate Billing 20260519, Morada=Rua Alternativa OfficeGest 123, Localidade=Leiria, CodPostal=2400-001, and CodPais=PRT.
Final view nuanceThe final view kept the alternate name/address fields, even though the address selector displayed -DEF again.
List stateThe FT list returned FT 9999/1682 as ABR / Open with nomefact: AI Alternate Billing 20260519.

Backend Calls Observed

Action or endpointPurpose
NameEntidadesLoads customer billing data after customer selection.
Sel2_Select&table=moradaseLoads available customer address options for the selected customer.
loadArtigoReducido / insertLinhaTabDocLoads and inserts the invoice article line.
saveDocumentSaves the final FT invoice with alternate billing fields.
DT_List_DocumentosVerifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-billing-address-20260519T194417Z.json. Screenshots: assets/screenshots/sales-invoice-billing-address-20260519T194417Z-01-create-page.png through assets/screenshots/sales-invoice-billing-address-20260519T194417Z-04-final-view.png.