ORALZY
FAQ

Advance jama hai par patient ab treatment nahi karayega — advance wapas kaise karu?

Patient chart me jama advance lautane ka button abhi nahi hai — "↩ Return deposit" sirf 🔒 Security deposit ke liye hai. Pehle dekho advance me se kitna kisi bill par lag chuka (Visits → "Payments Received" ka "Against"). Advance galti se darj hua tha to owner/admin us receipt ko "🗑 Void" kar sakte hain; asli advance lautana ho to owner se baat karo aur cash/UPI dene ka hisaab Billing → Day End → "+ Add Entry" → "Refund (cash out)" me likho.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Sections → Visits → "Payments Received" · Billing → Day End

SITUATION

Implant ke liye ₹10,000 advance liya tha, patient ne plan cancel kar diya.

CHECK

Visits → "Payments Received" me advance receipt dekho — "On account" chip = abhi kisi bill par nahi laga; "Against" me bill number = us bill par lag chuka. Sidebar "Ledger" se poora hisaab dikhao: kitna kaam hua, kitna jama hai.

AAJ APP ME

aam payment ka refund button web chart, mobile ya Billing page par nahi hai. (1) Galat entry (paisa aaya hi nahi / do baar darj) ho to owner/admin "🗑 Void" kare — void paise ke aane ka record hata deta hai, isliye asli aaye paise par void mat karo. (2) Asli advance lautaya to counter ke cash/UPI ka hisaab Billing → Day End → "+ Add Entry" → "Refund (cash out)" me likho aur owner ko batao — patient ke khate me wo jama tab bhi dikhta rahega.

PREVENTION

Advance lete waqt hi cancellation policy batao — kitna aur kab wapas hoga.

Quick steps

  1. Visits → "Payments Received" me advance receipt aur uska "Against" dekho
  2. Sidebar "Ledger" se patient ko hisaab dikhao
  3. Galat entry ho to owner/admin "🗑 Void" kare
  4. Asli advance lautaya to Day End me "Refund (cash out)" entry karo aur owner ko batao

advancerefundcancelunusedallocationwapaspolicypinacknowledgement

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