Invoice from budget

Wizard to issue an invoice from an accepted budget on the budget module. Supports full or partial billing: by default all uninvoiced items, but you can pick which lines and quantities to include.

At a glance

• Only from accepted budgets. If the budget is not in accepted (or already has a non-cancelled active invoice), the Create invoice button on the budget detail does not appear.
• Per-item check. Each budget line shows invoiced / total. You can only add the remainder or part of it; the backend rejects exceeding the pending quantity.
• Price snapshot. Lines are copied from the budget with their current price and VAT — so the invoice isn't affected by later catalog changes.
• Discounts travel with the lines. The quote's line discount and its global discount (spread across the lines, ex-tax) are written on each invoice line — the invoice totals what the patient signed. On partial invoicing the discount is prorated by the invoiced quantity; the discount caption on each row follows the quantity you are invoicing. Unselected rows show the quote's net price. The preview shows the same figures the invoice will have.
• Receiver. Defaults to the patient. You can switch to a different payer (company, insurer, family member) before issuing.
• Billing data. The card shows the name, tax id and email the invoice will carry. If the patient has neither a tax id nor a DNI/NIE, a Missing data warning appears with an Edit patient data button that opens the billing modal and returns here on save.
• Payment terms. Only shown when the budget still has an outstanding amount. A fully collected budget produces an invoice with no terms or due date.

Invoice from a budget

Requires billing.write.

1. You arrive here from the budget detail (Create invoice).
2. Review the list: tick / untick lines and adjust the quantities to invoice.
3. If the invoice goes to a third party, configure the alternate payer.
4. Create invoice. The endpoint POST /billing/invoices/from-budget/{budget_id} is called with the selected items. The invoice is born in draft with the snapshots copied.
5. To issue, open the detail and click Issue.

Permissions

What you see / can do	Permission
Load the wizard and see the budget	billing.read
Create the invoice	billing.write

Troubleshooting

• No Create invoice button on the budget. The budget is not accepted, already has a non-cancelled invoice, or every item is invoiced 100%.
• Backend returns 400 on create. You picked more quantity than pending. Check invoiced_quantity vs quantity per line.
• A budget line is missing. It is already 100% invoiced (invoiced_quantity == quantity). To revert, void or delete the draft invoice (or issue a credit note for an issued one) and re-enter this wizard — the lines come back as soon as the document is voided.