Clinic ke apne Razorpay keys chahiye (Setup → Settings → Billing → Payment Gateways, sirf owner / admin daal sakte hain). Mandate owner / admin / doctor bana sakte hain; cancel owner / admin. Kata hua paisa "Sync" se patient ke account me payment banta hai.
EMI ke liye UPI Autopay mandate kaise banaye aur patient ko link bheje?
Billing → Bills → EMI & Autopay → "UPI Autopay" tab → "New Mandate" → patient, "Amount per cycle (₹)", Monthly / Fortnightly / Weekly, "Total cycles (0 = unlimited)", "Patient VPA (optional)", Notes → "Create Mandate" (status "Pending auth"). Row par "Send" → WhatsApp par Razorpay ka link; patient UPI app me ek baar approve kare, fir har cycle apne aap katta hai.
Where in ORALZY: Billing → Bills → EMI & Autopay → UPI Autopay
Quick steps
- "UPI Autopay" tab → "New Mandate"
- Patient, "Amount per cycle (₹)", Cycle, "Total cycles", VPA bharo
- "Create Mandate" dabao
- Row par "Send" → WhatsApp