Billing

The billing module manages the clinic's invoices, credit notes, their PDFs, and the fiscal compliance hook (AEAT integration lives in the optional verifactu module). It also owns the configuration of invoice series.

Invoices can be created from scratch or from an accepted budget on the budget module. Payments link to invoices through invoice_payments, but payments live in the payments module (billing depends on payments, not the other way around).

Screens

• Invoice list — search, filter, and open invoices.
• Invoice detail — view the invoice, PDF, linked payments, issue, send, void.
• Edit draft — only draft invoices.
• New invoice — create a free invoice (without a budget).
• Invoice from budget — invoice all or some items from an accepted budget.
• Invoice series (settings) — manage prefixes, counters, and the active series.

Quick reference

Action	Required permission
View invoices, download PDFs	billing.read
Create drafts, edit, issue, send email	billing.write
Void an issued invoice or delete a series	billing.admin
Edit invoice series	billing.admin

Related modules

• Budget — main source of lines: an invoice can be generated from an accepted budget.
• Payments — billing depends on payments; an invoice links to one or more payments via invoice_payments.
• Catalog — provider of invoiceable items and VAT types.
• VeriFactu — fiscal compliance module (AEAT). Hooks into invoice.issued to queue the submission.
• Reports — billing KPIs and trends live under /reports/billing.