Workflow

How to Delete a Payment Row from an Invoice / Receipt

Verified up to the save boundary. Demo run invoice-receipt-delete-payment-row-20260519T222826Z opened an FR payment modal, added a [NUM] Numerario payment row, deleted it with the row trash button, and confirmed no final invoice was saved.

Evidence Summary

Route
/vendas/fr/create
Customer
[910] 100 Ouvidos Lda
Article
AI-DEMO-20260519-021105
Evidence file
raw/playwright/workflows/latest-invoice-receipt-delete-payment-row.json

Verified invoice receipt payment row deletion workflow

When to Use This

Use this when the Payment modal has a wrong payment method, wrong amount, wrong inbox/cash box, or duplicate payment row before the invoice / receipt is saved. Deleting the row returns the payment modal to an unpaid state; you can then add the correct payment method or cancel the modal.

Step-by-Step

  1. Create or open the Invoice / Receipt [FR] draft and add the customer and document lines.
  2. Click End to open the Payment modal.
  3. Add a payment method if one is not already present. The verified run added [NUM] Numerario for 1.97.
  4. Find the payment row you want to remove.
  5. Click the red trash button on that payment row.
  6. Confirm that the payment row disappears from the modal.
  7. Confirm that the modal Total returns to 0 when no payment rows remain.
  8. Add the correct payment row, or cancel the payment modal if you are not ready to save.

Verified Behavior

CheckObserved result
Payment row before deletepayment&option=add created a NUM row with value 1.97, inbox [0] Caixa 0, estimated date 19/05/2026, and one red delete_payment button.
Delete actionClicking the row trash button submitted payment&option=delete with the temporary document id, nseq=1, and total 1.97.
Payment modal after delete#payment_form became empty, no .payment_form inputs remained, no .delete_payment buttons remained, and #payment_total became 0.
Save boundaryNo saveDocument request and no OKDOC response were captured.
Stock boundaryThe article stock value was unchanged before and after the payment-row deletion because the FR was not finalized.

Backend Calls Observed

Action or endpointPurpose
payment&option=validateOpens or validates the payment modal before final save.
payment&option=addAdds a payment method row to the modal.
payment&option=deleteDeletes one payment row by sequence number and refreshes the modal HTML.

Raw evidence: raw/playwright/workflows/invoice-receipt-delete-payment-row-20260519T222826Z.json. Screenshots: assets/screenshots/invoice-receipt-delete-payment-row-20260519T222826Z-01-fr-line-before-payment.png through assets/screenshots/invoice-receipt-delete-payment-row-20260519T222826Z-03-payment-row-deleted.png.