Workflow

How to Handle Overpayment on a Receipt

Verified end to end. Demo run receipt-r-overpayment-20260519T231638Z settled FT 9999/1702 with receipt R 9999/248, using a NUM 2.00 cash payment against a 1.97 value to pay.

Evidence Summary

Route
/vendas/r/create
Final receipt
999900248 / R 9999/248
Settled invoice
999901702 / FT 9999/1702
Customer
[910] 100 Ouvidos Lda
Payment
[NUM] Numerario 2.00 against total 1.97
Change
troco:0.03
Evidence file
raw/playwright/workflows/latest-receipt-r-overpayment.json

Verified receipt overpayment flow

When to Use This

Use this when a customer pays a receipt in cash with more money than the selected invoice balance. OfficeGest accepts the receipt when the payment is greater than the value to pay and calculates the difference as change.

Step-by-Step

  1. Open Sales / Receipt [R], or navigate to /vendas/r/create.
  2. Select the customer. The verified run used [910] 100 Ouvidos Lda.
  3. In Outstanding documents, select the invoice to settle and move it into Documents. The verified run moved FT 9999/1702.
  4. Confirm the value to pay. The verified receipt total was 1.97.
  5. Add [NUM] Numerario as the payment method and enter the cash received. The verified run entered 2.00.
  6. Validate the payment. OfficeGest returned valid:true with troco:0.03.
  7. Click End and confirm the Are you sure? dialog.
  8. Verify the receipt list shows the receipt closed, and verify the source invoice is LIQ / Finished with pending value 0.00.

Verified Behavior

CheckObserved result
Source documentFT 9999/1702 was moved from Outstanding documents to Documents.
Payment rowpayment&option=add created NUM 2.00.
Payment validationpayment&option=validate returned valid:true and troco:0.03.
Final savesaveDocumentRecibo returned OKDOC and redirected to /vendas/r/view/OTk5OTAwMjQ4.
Receipt list resultR 9999/248 was F / Closed with total 1.97.
Invoice settlementFT 9999/1702 became LIQ / Finished with ValorPago=1.97 and pending value 0.00.
Important distinctionThe cash received was 2.00, but the receipt and source invoice paid value stayed equal to the invoice total, 1.97; the extra 0.03 is change.

Raw evidence: raw/playwright/workflows/receipt-r-overpayment-20260519T231638Z.json. Screenshots: assets/screenshots/receipt-r-overpayment-20260519T231638Z-01-create-page.png through assets/screenshots/receipt-r-overpayment-20260519T231638Z-06-receipt-list.png.