beel_convert_proforma_to_invoice

es.beel/mcp · Verify this server

Converts an accepted proforma of this company into a real invoice. The new invoice is created as a `STANDARD` draft linked back through `source_proforma_id`. - **What converts:** only proformas in status `ACTIVE`. One shown as `EXPIRED` is still `ACTIVE` underneath and converts too. - **The proforma:** preserved as the record of what the customer accepted — it keeps its `PRO-...` number and PDF and moves to the terminal status `CONVERTED`. - **`issue`:** with `true` the new invoice is numbered and issued in the same atomic call. If issuing fails nothing is created and the proforma stays `ACTIVE`. - **Errors:** `422 CONVERSION_REQUIRES_PROFORMA` when the document is not a proforma, `422 PROFORMA_NOT_CONVERTIBLE` when it is not `ACTIVE`, and `409 PROFORMA_ALREADY_CONVERTED` when it has already been converted — a second call never creates a second invoice. Endpoint: POST /v1/companies/{company_id}/invoices/{invoice_id}/convert-to-invoice ⚠️ Fiscal guardrails — read before calling: - When an invoice can still be changed, and what to do once it cannot. (resource: beel://guardrails/invoice-state-machine) For the exhaustive rules and worked examples, call beel_docs_search.