Workflow

How to Fix a Partial Payment on a Receipt

Verified end to end. Demo run receipt-r-fix-partial-payment-20260519T233330Z selected FT 9999/1705, created a short NUM 1.00 payment, got the partial-payment warning, edited the same row to 1.97, and saved receipt R 9999/249.

Evidence Summary

Route
/vendas/r/create
Final receipt
999900249 / R 9999/249
Settled invoice
999901705 / FT 9999/1705
Customer
[910] 100 Ouvidos Lda
Evidence file
raw/playwright/workflows/latest-receipt-r-fix-partial-payment.json

Verified receipt partial-payment correction workflow

When to Use This

Use this when OfficeGest keeps the receipt Payment modal open because the payment row is below the selected invoice balance. 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 selected invoice balance. 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 Receipt [R] view, the receipt is closed, and the source invoice is settled.

Verified Behavior

CheckObserved result
Source documentFT 9999/1705 was moved into the receipt Documents grid with value to pay 1.97.
Short payment warningSaving with NUM 1.00 against selected 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 savesaveDocumentRecibo returned OKDOC and OfficeGest redirected to /vendas/r/view/OTk5OTAwMjQ5.
Receipt list resultR 9999/249 was found as F / Closed with total 1.97.
Invoice settlementFT 9999/1705 became LIQ / Finished with ValorPago=1.97 and pending value 0.00.

Backend Calls Observed

Action or endpointPurpose
changeEstadoReciboMoves the source invoice into the receipt documents grid.
payment&option=addAdds the initial short payment row.
payment&option=validateFirst blocks the short payment, then validates the corrected payment.
saveDocumentReciboSaves the receipt only after the corrected payment covers the selected invoice total.
DT_List_DocumentosVerifies the closed R receipt and the settled source FT after save.

Raw evidence: raw/playwright/workflows/receipt-r-fix-partial-payment-20260519T233330Z.json. Screenshots: assets/screenshots/receipt-r-fix-partial-payment-20260519T233330Z-01-create-page.png through assets/screenshots/receipt-r-fix-partial-payment-20260519T233330Z-07-receipt-list.png.