Workflow

How to Fix a Partial Payment on a Simplified Invoice

Verified end to end. Demo run simplified-invoice-fix-partial-payment-20260519T225558Z created an FS with a short NUM 1.00 payment, got the partial-payment warning, edited the same payment row to 1.97, and saved finished document FS 9999/10.

Evidence Summary

Route
/vendas/fs/create
Final document
999900010 / FS 9999/10
Customer
[910] 100 Ouvidos Lda
Article line
AI-DEMO-20260519-021105, quantity 1, total 1.97
Evidence file
raw/playwright/workflows/latest-simplified-invoice-fix-partial-payment.json

Verified simplified invoice partial-payment correction workflow

When to Use This

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

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 Simplified Invoice [FS] 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/fs/view/OTk5OTAwMDEw.
FS list resultFS 9999/10 was found as LIQ / Finished with ValorPago=1.97 and pending value 0.00.
Stock effectWarehouse 1 stock decreased from -29 to -30 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 FS only after the corrected payment covers the document total.
DT_List_Documentos&table=FactSimVerifies the finished FS row after save.

Raw evidence: raw/playwright/workflows/simplified-invoice-fix-partial-payment-20260519T225558Z.json. Screenshots: assets/screenshots/simplified-invoice-fix-partial-payment-20260519T225558Z-01-fs-line-before-payment.png through assets/screenshots/simplified-invoice-fix-partial-payment-20260519T225558Z-04-fs-list.png.