Workflow

How to Create a Receipt with Split Payment

Verified end to end. Demo run receipt-r-split-payment-20260519T230946Z settled FT 9999/1701 with receipt R 9999/247, paid by NUM 1.00 plus TRA 0.97.

Evidence Summary

Route
/vendas/r/create
Final receipt
999900247 / R 9999/247
Settled invoice
999901701 / FT 9999/1701
Customer
[910] 100 Ouvidos Lda
Payment split
[NUM] Numerario 1.00 and [TRA] Transferencia Bancaria 0.97
Evidence file
raw/playwright/workflows/latest-receipt-r-split-payment.json

Verified receipt split-payment flow

When to Use This

Use this when a customer is paying an open invoice with more than one payment method. The receipt still settles the selected invoice only when the combined payment rows cover the value to pay.

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 9999/1701.
  4. Confirm the value to pay. The verified receipt total was 1.97.
  5. Add the first payment method. The verified run added [NUM] Numerario with value 1.00.
  6. Add the second payment method. The verified run added [TRA] Transferencia Bancaria for the remaining 0.97.
  7. Confirm that the payment total equals the receipt value to pay.
  8. Click End and confirm the Are you sure? dialog.
  9. 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 9999/1701 was moved from Outstanding documents to Documents.
Payment rowspayment&option=add created NUM 1.00, then TRA 0.97.
Payment validationpayment&option=validate returned valid:true and troco:0.
Final savesaveDocumentRecibo returned OKDOC and redirected to /vendas/r/view/OTk5OTAwMjQ3.
Receipt list resultR 9999/247 was F / Closed with total 1.97.
Invoice settlementFT 9999/1701 became LIQ / Finished with ValorPago=1.97 and pending value 0.00.

Raw evidence: raw/playwright/workflows/receipt-r-split-payment-20260519T230946Z.json. Screenshots: assets/screenshots/receipt-r-split-payment-20260519T230946Z-01-create-page.png through assets/screenshots/receipt-r-split-payment-20260519T230946Z-06-receipt-list.png.