How to Create a Receipt in OfficeGest

Evidence Summary

Create route: /vendas/r/create
List route: /vendas/r
Final view: /vendas/r/view/OTk5OTAwMjQ1
Workflow run: receipt-r-20260519T042639Z
Created receipt: 999900245 / R 9999/245
Evidence files: raw/playwright/workflows/latest-receipt-r.json and raw/playwright/workflows/latest-receipt-r-recovery.json

Verified receipt workflow

When to Use This

Use Receipt [R] to settle one or more open customer documents, such as an unpaid sales invoice. The verified path settled the open invoice FT 9999/1666 using [NUM] Numerário.

Step-by-Step

Open Sales / Receipt [R], then click Create Receipt, or navigate directly to /vendas/r/create.
Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
OfficeGest loads the customer pending documents into Outstanding documents. The verified pending row was FT 9999/1666, total 1.97, paid 0.00, pending 1.97.
Select the document to settle and move it to Documents. In the verified run, OfficeGest called changeEstadoRecibo for the selected invoice row.
Confirm the totals. The verified receipt showed Total and Value to Pay of 1.97.
Choose a payment method. The verified path used [NUM] Numerário, which created a payment line for 1.97.
Click End.
Confirm the Are you sure? dialog with OK.
OfficeGest posts saveDocumentRecibo, redirects to the receipt view, and marks the receipt closed. The verified save response was 999900245&=&OKDOC&=&&=&OKDOC&=&.
Verify the receipt in /vendas/r and verify the source invoice in /vendas/ft. The source invoice changed from ABR / Open with ValorPago=0 to LIQ / Finished with ValorPago=1.97.

Verified Receipt Values

Field	Value
Receipt internal number	`999900245`
Visible receipt number	`R 9999/245`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Receipt status	`F`, visible as Closed
Settled document	`999901666 / FT 9999/1666`
Payment	`[NUM] Numerário`, bank/cash `[CXC] Caixa Defeito - Caixa Colaborador Demo`, value `1.97`.
Invoice result	Invoice changed to `LIQ` / Finished, `ValorPago=1.97`, pending value `0.00`.

Backend Calls Observed

Action or endpoint	Purpose
`loadTabDocumentoRecibo`	Loads customer receipt document data after customer selection.
`listaTabDocumentoRecibo&estado=F`	Loads outstanding documents still pending payment.
`listaTabDocumentoRecibo&estado=T`	Loads documents selected to pay in the receipt.
`changeEstadoRecibo`	Moves selected source document rows from pending to payable. The verified payload used temporary table `45779` and `listado[]=1`.
`payment&option=add`	Adds the receipt payment line. The verified request used `modopagamento=NUM`, `modobase=N`, `total=1.97`, and `tipoop=R`.
`payment&option=validate`	Checks payment coverage before final save. The verified response returned `valid:true`.
`saveDocumentRecibo`	Saves the receipt. The verified response returned receipt `999900245` with `OKDOC`.
`payment&option=get_payment`	Loads the payment card on the final receipt view.
`DT_List_Documentos&table=Recibos`	Verifies the receipt list using `typesaft=RG` and `tipoop=R`.
`DT_List_Documentos&table=Fact`	Verifies the source FT invoice was settled after receipt save.

Raw evidence: raw/playwright/workflows/receipt-r-20260519T042639Z.json and recovery verifier raw/playwright/workflows/receipt-r-20260519T042639Z-recovery.json. Screenshots: assets/screenshots/receipt-r-20260519T042639Z-01-create-page.png through assets/screenshots/receipt-r-20260519T042639Z-04-final-view-recovered.png.

Validation Notes

Receipts do not use article lines: they work from pending customer documents and payment rows.
Use document filtering carefully: the demo customer had several pending documents, so the verified run selected only FT 9999/1666.
Receipt save response differs from sales documents: saveDocumentRecibo returned 999900245&=&OKDOC without the percent sign seen in some other save responses.
Source invoice settlement: receipt creation updated the source invoice from open/unpaid to finished/paid.