Workflow

How to Fix a Partial Payment on an Invoice / Receipt

Verified end to end. Demo run invoice-receipt-fix-partial-payment-20260519T223353Z created an FR with a short NUM 1.00 payment, got the partial-payment warning, edited the same payment row to 1.97, and saved finished document FR 9999/847.

Evidence Summary

Route
/vendas/fr/create
Customer
[910] 100 Ouvidos Lda
Article line
AI-DEMO-20260519-021105, quantity 1, total 1.97
Evidence file
raw/playwright/workflows/latest-invoice-receipt-fix-partial-payment.json

Verified invoice receipt partial-payment correction workflow

When to Use This

Use this when OfficeGest keeps the Payment modal open because the payment row is below the document total. If the payment method is correct, edit the existing row value instead of deleting and recreating the row.

Step-by-Step

  1. Stay in the Payment modal after the warning.
  2. Find the existing payment row. The verified run used NUM.
  3. Edit the row amount so the payment total equals the document total. The verified run changed 1.00 to 1.97.
  4. Confirm the modal Total also shows the corrected value.
  5. Click Save again.
  6. If OfficeGest asks Are you sure?, confirm with OK.
  7. Confirm OfficeGest opens the final Invoice / Receipt [FR] view and the document is finished.

Verified Behavior

CheckObserved result
Short payment warningSaving with NUM 1.00 against total 1.97 returned valid:false and troco:-0.97.
CorrectionThe existing row value was edited to 1.97, and #payment_total changed to 1.97.
Payment validationAfter correction, payment&option=validate returned valid:true and troco:0.
Final savesaveDocument returned OKDOC and OfficeGest redirected to /vendas/fr/view/OTk5OTAwODQ3.
FR list resultFR 9999/847 was found as LIQ / Finished with ValorPago=1.97 and pending value 0.00.
Stock effectWarehouse 1 stock decreased from -26 to -27 after final save.

Backend Calls Observed

Action or endpointPurpose
payment&option=addAdds the initial short payment row.
payment&option=validateFirst blocks the short payment, then validates the corrected payment.
saveDocumentFinishes the FR only after the corrected payment covers the document total.
DT_List_DocumentosVerifies the finished FR row after save.

Raw evidence: raw/playwright/workflows/invoice-receipt-fix-partial-payment-20260519T223353Z.json. Screenshots: assets/screenshots/invoice-receipt-fix-partial-payment-20260519T223353Z-01-fr-line-before-payment.png through assets/screenshots/invoice-receipt-fix-partial-payment-20260519T223353Z-04-fr-list.png.