Invoice detail

View of one invoice. Header with legal data (issuer, receiver, tax ID, address), line items, totals, and a sidebar with linked payments, history, and fiscal submission state (verifactu). From here you issue, send to the patient, and — when appropriate — void or issue a credit note.

At a glance

• Linked quote and plan. An invoice created from a quote links back to it and, when that quote came from a treatment plan, to the plan as well.
• Legal data — receiver (patient or third-party payer), tax ID, fiscal address, series + number (on issued). If the payer is not the patient, a Different payer chip is shown.
• Linked payments. A list of invoice_payments with amount and method, plus the Collect button (issued/partial invoices). The payment is recorded in the payments module and linked here in the same operation. If the invoice was created from a quote, the payment is allocated to that quote: the quote's Paid card and the patient record reflect it immediately. The reverse holds too: collecting on the quote applies to its issued invoices, and issuing an invoice from a quote that was already collected (deposit) makes the invoice born paid.
• PDF. Two formats: draft (watermarked preview) and final (only for issued). PDF generation uses WeasyPrint. When a line uses a VAT type carrying a statutory note (e.g. the Spanish exemption, art. 20.Uno.5º LIVA, seeded by the es preset), the note prints in the legal-notices block. The footer shows the generation date and time in the clinic's timezone.
• History. Status changes and key events in chronological order.
• VeriFactu. When the module is installed, issuing the invoice queues the AEAT submission. State (pending, sent, rejected) is shown in the sidebar.

Issue an invoice

Requires billing.write.

1. Verify that the legal data and line items are correct. Once issued, the document cannot be edited. If the patient has no tax id (nor DNI/NIE), the draft shows Missing data and the primary button becomes Complete data: it opens the patient's billing modal and returns to the invoice on save.
2. Click Issue. The active series assigns the fiscal number, invoice.issued is published, and the document is frozen.
3. If verifactu is installed, the hook will queue the AEAT submission and you'll see the state on the sidebar.

Send by email

Requires billing.write.

1. Click Send by email. The PDF is sent to the receiver's contact email.
2. invoice.sent is published. The history records the send.

Void or issue a credit note

Voiding requires billing.admin; issuing a credit note requires billing.write.

• Void — marks the invoice as void. Its number stays in the history for audit. Admin only.
• Create credit note — issues a credit note tied to the source invoice's amounts. Goes through the same issuing workflow.

Permissions

What you see / can do	Permission
View invoice, PDF, history	billing.read
Edit draft, issue, send email, create credit notes	billing.write
Void an issued invoice	billing.admin

Troubleshooting

• Cannot edit lines. The invoice is no longer in draft. Void and issue a new one, or issue a partial credit note.
• The downloaded PDF is the watermarked preview. The invoice is in draft or void. The final PDF only exists for issued invoices.
• VeriFactu is rejected. Check the sidebar or the verifactu module for the reason. Usually requires editing issuer or receiver data and re-submitting manually.
• I collected from the patient record and the invoice is still unpaid. The payment was left on account (no quote). Under Administration → Payments use Assign to quote… on that payment; if the invoice comes from that quote it is applied automatically.