Workflow

How to Read VAT Rates and Totals on a Sales Invoice

Verified read-only. Demo run sales-invoice-totals-20260520T022740Z added one temporary FT line, read the VAT and totals panels, called create_document&option=calcular_totais, and confirmed no final save, draft save, payment, or print request was submitted.

Evidence Summary

Create route
/vendas/ft/create
Document type
Invoice [FT]
Temporary line
AI-DEMO-20260519-021105, quantity 1, VAT 23%
VAT panel
23,00%, incidence 1,60 EUR, VAT value 0,37 EUR
Totals panel
Net 1,60 EUR, VAT 0,37 EUR, retention 0,00%, total 1,97 EUR
Evidence file
raw/playwright/workflows/latest-sales-invoice-totals.json

When to Use This

Use this before saving an invoice when the user asks how to verify tax, retention, discounts, or final payable value. The panels are read from the current draft lines and can be checked before choosing Save Draft, Save and Print, or Save and Finish.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate to /vendas/ft/create.
  2. Select the billing customer and add the invoice lines.
  3. Scroll below the document-line grid.
  4. Read VAT rates / Taxas de IVA. Each row groups lines by tax rate and shows the rate, taxable incidence, and tax value.
  5. Read Other Data for the total payable after retention, profit margin, and quantity split between goods and services.
  6. Read Totals / TOTAIS for gross value, line discount, document discount, net total, VAT, retention, and final total.
  7. If the values are wrong, adjust the line price, VAT, discount, retention, or document discount before saving.

Verified Readout

PanelObserved result
VAT ratesTaxas de IVA TAXA INCIDÊNCIA VALOR 23,00% 1,60€ 0,37€.
TotalsTotal ilíquido 1,60 EUR, Total Líquido 1,60 EUR, IVA 0,37 EUR, Retenção 0,00%, and Total 1,97 EUR.
Backend calculationcreate_document&option=calcular_totais returned iliquido=1.599, iva=0.36777, retencao=0, total=1.97, and table_ivas[23].
Safety boundaryNo saveDocument, saveRascunho, print, payment, or delete request was submitted.

Backend Calls Observed

Action or endpointPurpose
loadArtigoReducido / insertLinhaTabDocLoads and inserts the temporary FT line used for the readout.
listaTabDocumentoLoads the current document-line grid.
create_document&option=calcular_totaisCalculates gross/net value, discounts, VAT table, retention, profit, article quantities, and final total.

Raw evidence: raw/playwright/workflows/sales-invoice-totals-20260520T022740Z.json. Screenshots: assets/screenshots/sales-invoice-totals-20260520T022740Z-01-create-page.png through assets/screenshots/sales-invoice-totals-20260520T022740Z-03-totals-readout.png.