Workflow

How to Create a Simplified Invoice with Split Payment

Verified end to end. Demo run simplified-invoice-split-payment-20260519T230345Z created FS 9999/11 for customer [910] 100 Ouvidos Lda, paid it with NUM 1.00 plus TRA 0.97, and verified the FS list showed paid value equal to the total.

Evidence Summary

Route
/vendas/fs/create
Final document
999900011 / FS 9999/11
Customer
[910] 100 Ouvidos Lda
Payment split
[NUM] Numerario 1.00 and [TRA] Transferencia Bancaria 0.97
Evidence file
raw/playwright/workflows/latest-simplified-invoice-split-payment.json

Verified simplified invoice split-payment flow

When to Use This

Use split payment when the customer pays one simplified invoice with more than one payment method, such as part cash and part bank transfer. OfficeGest accepts the FS only when the sum of all payment rows covers the document total.

Step-by-Step

  1. Open Sales / Simplified Invoice [FS], or navigate to /vendas/fs/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 FS 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 OKDOC and redirected to /vendas/fs/view/OTk5OTAwMDEx.
FS list resultFS 9999/11 was LIQ / Finished with ValorPago=1.97 and pending value 0.00.
Stock effectWarehouse 1 stock moved from -30 to -31.

Raw evidence: raw/playwright/workflows/simplified-invoice-split-payment-20260519T230345Z.json. Screenshots: assets/screenshots/simplified-invoice-split-payment-20260519T230345Z-01-fs-line-before-payment.png through assets/screenshots/simplified-invoice-split-payment-20260519T230345Z-04-fs-list.png.