Invoice list

The operational invoice queue: drafts in progress, issued invoices, credit notes, voided documents. From here you search, filter, and open invoices to issue, email, or void them.

At a glance

• States. draft (editable draft), issued (a fiscal number is assigned — no longer editable), paid (fully collected), void (voided). Credit notes are a separate document type (credit_note) that shows up alongside their related invoices.
• Fiscal numbering. Only issuing an invoice assigns the series number. Deleting a draft does not consume a number; voiding an issued invoice leaves it in the audit history.
• Search and filters. Search by number, patient, or tax ID. Filters: status, issue date range, series, and with budget.
• Compliance. When the verifactu module is installed, issuing an invoice queues the AEAT submission through the invoice.issued hook. The submission state is visible on the detail.

Find an invoice

1. Type the number (FACT-2026-####), patient name, or tax ID into the search box.
2. Apply filters: status, series, dates.
3. Click a row to open the detail.

Create an invoice

Requires billing.write.

• From budget — on an accepted budget detail, Create invoice. Copies the items into the draft. See invoice from budget.
• Free invoice — from the list, New invoice. See new invoice.

Permissions

What you see / can do	Permission
List, search, and download PDFs	billing.read
Create drafts, edit, issue, send email, create credit notes	billing.write
Void an issued invoice	billing.admin

Troubleshooting

• A newly created invoice is missing. An active filter is excluding it. Clear filters or search by number.
• Editing is blocked. The invoice is already issued. To amend legal data, issue a credit note (Create credit note) and invoice again.
• "No active series". No invoice series is marked active for this fiscal year under Settings → Invoice series. Activate or create one.