How to Use Final Customer During Invoicing

When to Use This

Use Final Customer when the sale is for an anonymous or walk-in customer and the business wants to invoice against its configured final-consumer entity instead of creating or selecting a named customer. It is available in the Vehicle & Entity area of invoice-style documents such as Factura / Recibo [FR].

In the demo company, [1] Consumidor Final returned activo:"F". That means the shortcut can populate a visible name, but OfficeGest clears the real billing customer/VAT fields and will not let the document finish until an active billing entity is selected.

Step-by-Step

1. Open the invoice document, for example /vendas/fr/create for Factura / Recibo [FR].
2. In Vehicle & Entity, use the Final Customer shortcut if the sale should use the configured final-consumer entity.
3. Watch the result immediately after selection. If OfficeGest shows Inactive billing entity! The billing entity is inactive., the selected final customer cannot be used to finish the document.
4. Check the actual billing fields. The verified blocked run left #doc_CodTerc and #doc_NContrib empty even though the visible name still showed Consumidor Final.
5. If the final customer is inactive, clear it and select an active Fact entity. The verified successful FR path used [910] 100 Ouvidos Lda.
6. Add or keep the document lines, review totals, and continue with the normal finalization path. For FR and FS, add a valid payment row in the Payment modal before saving.

Verified Behavior

Related Guides

• How to Handle an Inactive Billing Customer on an Invoice / Receipt
• How to Create an Invoice / Receipt
• How to Create a Sales Invoice
• How to Handle the Sales Invoice Mandatory Fields Error