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.
- Change discount, quantity, VAT, or add lines.
- If the payer is not the patient, click Different payer and fill in the third-party legal data.
- 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.