Workflow

How to Delete a Payment Row from a Receipt

Verified up to the save boundary. Demo run receipt-r-delete-payment-row-20260519T232158Z selected FT 9999/1703, added a [NUM] Numerario payment row, deleted it with the row trash button, and confirmed no receipt was saved.

Evidence Summary

Route
/vendas/r/create
Customer
[910] 100 Ouvidos Lda
Source invoice
999901703 / FT 9999/1703
Temporary payment table
55797
Evidence file
raw/playwright/workflows/latest-receipt-r-delete-payment-row.json

Verified receipt payment row deletion workflow

When to Use This

Use this when the Payment modal on a receipt has the wrong payment method, wrong amount, wrong inbox/cash box, or a duplicate payment row before the receipt is saved. Deleting the row returns the receipt to an unpaid state so the user can add the correct payment or stop without settling the invoice.

Step-by-Step

  1. Open Sales / Receipt [R], or navigate to /vendas/r/create.
  2. Select the customer and move the intended invoice from Outstanding documents into Documents.
  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 leave the receipt unsaved if the settlement should not proceed.

Verified Behavior

CheckObserved result
Source document before paymentFT 9999/1703 was moved into the receipt Documents grid with value to pay 1.97.
Payment row before deletepayment&option=add created a NUM row with value 1.97, inbox [0] Caixa 0, estimated date 20/05/2026, and one red delete_payment button.
Delete actionClicking the row trash button submitted payment&option=delete with temporary payment table 55797, 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 saveDocumentRecibo request and no OKDOC response were captured.
Source invoice boundaryFT 9999/1703 stayed ABR / Open with ValorPago=0 and pending value 1.97.

Backend Calls Observed

Action or endpointPurpose
changeEstadoReciboMoves the source invoice into the receipt documents grid.
payment&option=addAdds a payment method row to the receipt modal.
payment&option=deleteDeletes one payment row by sequence number and refreshes the modal HTML.
DT_List_Documentos&table=FactVerifies that the source invoice stayed open and unpaid after the row deletion.

Raw evidence: raw/playwright/workflows/receipt-r-delete-payment-row-20260519T232158Z.json. Screenshots: assets/screenshots/receipt-r-delete-payment-row-20260519T232158Z-01-create-page.png through assets/screenshots/receipt-r-delete-payment-row-20260519T232158Z-05-payment-row-deleted.png.