New invoice
Form to create a free invoice (without a budget). On save the invoice is born as a draft (draft) and the detail opens so you can issue it when ready.
To invoice from an accepted budget use the budget-based screen — it copies items with their price and VAT snapshots and avoids data entry errors.
At a glance
- Receiver. The patient. Billing data (name, tax ID, address, email) is not typed here: drafts read it live from the patient record and it is snapshotted when the invoice is issued. A badge tells you whether the patient's billing data is complete, with a link to fix it on the patient card.
- Free lines. Add catalog items with quantity, discount, VAT. You can also add manual lines (no catalog item) when needed for special charges.
- No issuing yet. Creating does not issue: it only saves the draft. Issuance lives on the detail.
- Numbering. Not assigned here; the fiscal number is set only when you issue (button on the detail), which takes the next one from the active series.
Create a free invoice
Requires
billing.write.
- Pick the patient. If the badge says billing data is missing, complete it on the patient card first (link under the selector).
- Add lines: catalog item, quantity, discount, VAT.
- Review totals (subtotal, discount, VAT, total).
- Save. The invoice is born in
draft. To issue, open the detail and click Issue.
Permissions
| What you see / can do | Permission |
|---|---|
| Access the form | billing.read |
| Create a draft | billing.write |
Troubleshooting
- "No active series" warning. No series is marked active for the fiscal year under Settings → Invoice series. You can save the draft but not issue it.
- Cannot find a catalog item. Make sure it is active and that your role has
catalog.read. If you need a special charge, add a manual line. - No Different payer button. Available on any draft (no extra permission). If it doesn't show, refresh; it may be a load failure of the catalog or the clinic settings.