Workflow

How to Handle Missing Payment on an Invoice / Receipt

Verified end to end. Demo run invoice-receipt-missing-payment-validation-20260519T184723Z created an FR with customer and article line, clicked Save and Finish without adding a payment, captured payment&option=validate returning valid:"NONE", and confirmed no saveDocument request was submitted.

Evidence Summary

Route
/vendas/fr/create
Customer
[910] 100 Ouvidos Lda
Article line
AI-DEMO-20260519-021105, quantity 1, total 1.97
Payment state
No payment rows; payment total 0.00
Evidence file
raw/playwright/workflows/latest-invoice-receipt-missing-payment-validation.json

Verified invoice receipt missing-payment validation flow

What It Means

Invoice / Receipt [FR] documents must be paid before they can be finished. In the verified run, OfficeGest opened the Payment modal instead of saving the final document because the payment total was 0.00 while the document total was 1.97.

How to Fix It

  1. Stay in the Payment modal after the validation stops the save.
  2. Choose a payment method, such as [NUM] Numerário.
  3. Confirm the payment line value covers the document total.
  4. Click the modal Save action.
  5. Confirm the final save dialog if OfficeGest asks. A successful FR should open the final FR view and show paid value equal to the total.

Verified Behavior

CheckObserved result
Before saveCustomer 910 selected and one line inserted.
Payment validationpayment&option=validate returned valid:"NONE", troco:-1.97, and message text The payment is equal to or greater than the total document.
Payment modalPayment modal was visible with payment total 0.00 and no payment rows.
Final save requestNo saveDocument request was submitted.
Stock effectWarehouse 1 stock stayed at -3 because the document was not finalized.

Raw evidence: raw/playwright/workflows/invoice-receipt-missing-payment-validation-20260519T184723Z.json. Screenshots: assets/screenshots/invoice-receipt-missing-payment-validation-20260519T184723Z-01-fr-line-before-payment.png and assets/screenshots/invoice-receipt-missing-payment-validation-20260519T184723Z-02-payment-required-modal.png.