How to Create a Receipt from a Sales Invoice in OfficeGest

Evidence Summary

Source FT: 999901675 / FT 9999/1675
Target R: 999900246 / R 9999/246
Target view: /vendas/r/view/OTk5OTAwMjQ2
Workflow run: sales-invoice-to-receipt-20260519T174312Z
Evidence file: raw/playwright/workflows/latest-sales-invoice-to-receipt.json

Verified invoice to receipt workflow

When to Use This

Use this path when the user is already viewing an open Invoice [FT] and wants to record payment for that specific invoice. OfficeGest opens the normal Receipt [R] create page, but it preloads the source FT into the Documents grid so the user does not need to search pending documents manually.

Step-by-Step

Open the source invoice. The verified source was FT 9999/1675.
Click To convert, then choose Receipt.
OfficeGest posts to /vendas/r/create and opens Receipt [R] with customer 910 already filled.
Check the Documents grid. The verified run showed exactly the source FT row: 999901675, FT 9999/1675, total 1.97, and value to pay 1.97.
Leave unrelated rows in Outstanding documents unselected unless the user wants to settle more documents.
Confirm the receipt totals. The verified draft showed valorAPagar=1.97, totalGeral=1.97, and totAPagar=1.97.
Add the payment method. The verified run used [NUM] Numerario for 1.97 with no change due.
Save the receipt. The backend returned 999900246 and OfficeGest opened the R view.
Verify the receipt list. The verified receipt row was R 9999/246, state F / Closed, total 1.97.
Verify the source FT. The source invoice changed to LIQ / Finished with ValorPago=1.97 and pending value 0.00.

Verified Values

Field	Value
Source invoice	`999901675 / FT 9999/1675`
Receipt	`999900246 / R 9999/246`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Preloaded document	`FT 9999/1675` appeared in Documents with total `1.97` and value to pay `1.97`.
Payment	[NUM] Numerario, amount `1.97`, change `0`.
Receipt state	`F` / Closed, total `1.97`.
Source FT state	`LIQ` / Finished, paid `1.97`, pending `0.00`.

Backend Calls Observed

Action or endpoint	Purpose
`POST /vendas/r/create`	Opens R create from the FT view with `copy=1`, `codterc_copy=910`, `num_copy=999901675`, and `tipoop_copy=FT`.
`loadTabDocumentoRecibo`	Builds the receipt document tab with the source FT context.
`listaTabDocumentoRecibo`	Returns the selected source FT in Documents with `estado=T` and value to pay `1.97`.
`payment&option=add`	Adds the cash payment line for `1.97`.
`payment&option=validate`	Validates payment totals; the verified response allowed save with `troco=0`.
`saveDocumentRecibo`	Saves the R document. The verified response returned `999900246` and `OKDOC`.
`DT_List_Documentos`	Verifies receipt and source FT states after save.

Raw evidence: raw/playwright/workflows/sales-invoice-to-receipt-20260519T174312Z.json. Screenshots: assets/screenshots/sales-invoice-to-receipt-20260519T174312Z-01-source-ft-filled.png through assets/screenshots/sales-invoice-to-receipt-20260519T174312Z-05-receipt-list.png.