Workflow

How to Create an Invoice / Receipt with Split Payment

Verified end to end. Demo run invoice-receipt-split-payment-20260519T191233Z created FR 9999/846 for customer [910] 100 Ouvidos Lda, paid it with NUM 1.00 plus TRA 0.97, and verified the FR list showed paid value equal to the total.

Evidence Summary

Route
/vendas/fr/create
Final document
999900846 / FR 9999/846
Customer
[910] 100 Ouvidos Lda
Payment split
[NUM] Numerario 1.00 and [TRA] Transferencia Bancaria 0.97
Evidence file
raw/playwright/workflows/latest-invoice-receipt-split-payment.json

Verified invoice receipt split-payment flow

When to Use This

Use split payment when the customer pays one invoice / receipt with more than one payment method, such as part cash and part bank transfer. OfficeGest accepts the FR only when the sum of all payment rows is equal to or greater than the document total.

Step-by-Step

  1. Open Sales / Invoice / Receipt [FR], or navigate to /vendas/fr/create.
  2. Select the billing customer. The verified run used [910] 100 Ouvidos Lda.
  3. Add the article or service lines and review totals. The verified document total was 1.97.
  4. Click End to open the Payment modal.
  5. Select the first payment method. The verified run added [NUM] Numerario and set its value to 1.00.
  6. Select the second payment method. The verified run added [TRA] Transferencia Bancaria; OfficeGest filled the remaining value 0.97.
  7. Confirm that the payment total equals the document total. In the verified run, the payment total was 1.97.
  8. Click Save in the Payment modal.
  9. Confirm the Are you sure? dialog with OK.
  10. OfficeGest saves the document and redirects to the final FR view.

Verified Behavior

CheckObserved result
Before paymentCustomer 910 selected and one line inserted, total 1.97.
First payment rowpayment&option=add created a NUM line with value 1.
Second payment rowAdding TRA with document total 1.97 created the remaining value 0.97.
Payment validationpayment&option=validate returned valid:true and troco:0.
Final savesaveDocument returned 999900846%...OKDOC and redirected to /vendas/fr/view/OTk5OTAwODQ2.
FR list resultFR 9999/846 was LIQ / Finished with ValorPago=1.97 and pending value 0.00.
Stock effectWarehouse 1 stock moved from -4 to -5.

Raw evidence: raw/playwright/workflows/invoice-receipt-split-payment-20260519T191233Z.json. Screenshots: assets/screenshots/invoice-receipt-split-payment-20260519T191233Z-01-fr-line-before-payment.png through assets/screenshots/invoice-receipt-split-payment-20260519T191233Z-04-fr-list.png.