Workflow

How to Create a Receipt Reversal

Verified end to end. Demo run receipt-reversal-re-20260519T044549Z created receipt reversal RE 9999/14 / 999900014 for customer [910] 100 Ouvidos Lda and settled credit note NC 9999/58.

Evidence Summary

Create route
/vendas/re/create
List route
/vendas/re
Final view
/vendas/re/view/OTk5OTAwMDE0
Workflow run
receipt-reversal-re-20260519T044549Z
Created reversal
999900014 / RE 9999/14
Evidence file
raw/playwright/workflows/latest-receipt-reversal-re.json

Verified receipt reversal workflow

When to Use This

Use Receipt Reversal [RE] when a customer credit note must be liquidated/refunded. In the verified demo, OfficeGest loaded open NC documents as outstanding items; selecting one and paying by cash created a closed RE document and marked the NC as finished/paid.

Step-by-Step

  1. Open Sales / Receipt Reversal [RE], then click Create Receipts Reversal, or navigate directly to /vendas/re/create.
  2. Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  3. OfficeGest loads pending credit documents into Outstanding documents. The verified row was NC 9999/58, total 74.91, paid 0.00, pending 74.91.
  4. Select the credit note to reverse/refund and move it to Documents. The verified run called changeEstadoRecibo for only NC 9999/58.
  5. Confirm totals. The verified document showed 74.91 as the total value to pay.
  6. Choose a payment method. The verified path used [NUM] Numerário, creating a payment line for 74.91.
  7. Click End, then confirm Are you sure? with OK.
  8. OfficeGest posts saveDocumentRecibo, redirects to the RE view, and marks the reversal closed. The verified response was 999900014&=&OKDOC&=&&=&OKDOC&=&.
  9. Verify the reversal in /vendas/re and verify the source credit note in /vendas/nc. The source NC changed from ABR / Open with ValorPago=0 to LIQ / Finished with ValorPago=74.91.

Verified Reversal Values

FieldValue
Reversal internal number999900014
Visible reversal numberRE 9999/14
Customer[910] 100 Ouvidos Lda, VAT 509031862
Reversal statusF, visible as Closed
Source document999900058 / NC 9999/58
Payment[NUM] Numerário, value 74.91.
Credit note resultCredit note changed to LIQ / Finished, ValorPago=74.91, pending value 0.00.

Backend Calls Observed

Action or endpointPurpose
loadTabDocumentoReciboLoads reversal working table for selected customer with tipoop=RE.
listaTabDocumentoRecibo&estado=FLoads pending credit-note rows available for reversal.
changeEstadoReciboMoves selected NC row into the reversal document. The verified payload used temporary table 45951 and listado[]=1.
payment&option=addAdds the cash payment line with modopagamento=NUM, total=74.91, and tipoop=RE.
payment&option=validateValidates payment coverage before final save; returned valid:true and troco=0.
saveDocumentReciboSaves the reversal into RecibosEst and returns OKDOC.
DT_List_Documentos&table=RecibosEstVerifies the RE list using typesaft=RG and tipoop=RE.
DT_List_Documentos&table=NCredVerifies the source credit note was settled after RE save.

Raw evidence: raw/playwright/workflows/receipt-reversal-re-20260519T044549Z.json. Screenshots: assets/screenshots/receipt-reversal-re-20260519T044549Z-01-create-page.png through assets/screenshots/receipt-reversal-re-20260519T044549Z-05-reversal-list.png.