Edit invoice draft

Form to edit an invoice draft. Only available when the invoice is in draft. Issued invoices are not editable — you have to void and re-issue, or issue a credit note.

At a glance

• Valid state: draft. Any other state redirects to the detail and shows the data read-only.
• Receiver (payer). Defaults to the patient. Click Different payer (PATCH billing-party) to point to a third party (company, insurer, family member) — the invoice is issued in the alternate payer's name.
• Line items. Add, edit, delete lines. Each line references a catalog item with description, quantity, unit price, discount, and VAT (snapshot of the catalog at the time the invoice was created).
• Invoice series. Not picked here: the active series assigns a number on issue. To use a different series, change the active one under Settings → Invoice series.

Edit an invoice

Requires billing.write.

1. Change discount, quantity, VAT, or add lines.
2. If the payer is not the patient, click Different payer and fill in the third-party legal data.
3. Save. The invoice stays in draft. To issue it, return to the detail and click Issue.

Permissions

What you see / can do	Permission
Load the form	billing.read
Edit lines and receiver data	billing.write

Troubleshooting

• This screen redirects to the detail. The invoice is no longer in draft. Only drafts can be edited.
• Cannot add an item. Check the item is active in the clinic's catalog and that you have catalog.read.
• Total doesn't update when changing VAT. Save so the server recomputes; the frontend shows a live result but the source of truth is the backend response.