Workflow

How to Handle a Partial Payment on an Invoice / Receipt

Verified end to end. Demo run invoice-receipt-partial-payment-validation-20260519T190550Z created an FR with customer and article line, added a NUM payment of 1.00 against a 1.97 total, clicked Save in the payment modal, 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
[NUM] Numerario payment line with value 1.00; shortage 0.97
Evidence file
raw/playwright/workflows/latest-invoice-receipt-partial-payment-validation.json

Verified invoice receipt partial-payment validation flow

What It Means

Invoice / Receipt [FR] documents must have payment equal to or greater than the document total before they can be finished. A payment row can exist and still be invalid if its value is below the total. In the verified run, OfficeGest returned valid:false with troco:-0.97, which means the payment was short by 0.97.

How to Fix It

  1. Stay in the Payment modal after OfficeGest shows the payment warning.
  2. Find the existing payment row, such as NUM.
  3. Increase the row value until the payment total covers the document total. For the verified run, the payment had to move from 1.00 to at least 1.97.
  4. Alternatively, add another payment method row so the combined payment reaches the total.
  5. Click the modal Save action again.
  6. Confirm the final save dialog if OfficeGest asks. The final FR should open in the finished view only after the payment validates.

For the verified correction path that edits the same row and finishes the document, see How to Fix a Partial Payment on an Invoice / Receipt.

Verified Behavior

CheckObserved result
Before paymentCustomer 910 selected and one line inserted.
Payment rowpayment&option=add created a NUM line with value 1.
Payment validationpayment&option=validate returned valid:false, troco:-0.97, and message text The payment is equal to or greater than the total document.
Payment modalPayment modal remained visible with payment total 1.00.
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-partial-payment-validation-20260519T190550Z.json. Screenshots: assets/screenshots/invoice-receipt-partial-payment-validation-20260519T190550Z-01-fr-line-before-payment.png and assets/screenshots/invoice-receipt-partial-payment-validation-20260519T190550Z-02-partial-payment-blocked.png.