ORALZY
How-to

Ek patient ka poora hisaab (ledger statement) kaise nikale aur print kare?

Billing → Bills → Ledger → Patient Ledger → "Select Patient" me patient chuno (ya patient chart ke sidebar ka "View ledger" / "Ledger") → is financial year (1 April se aaj tak) ki saari lines tareekh se: bill aur refund Debit me; payment, credit note, write-off, gift card Credit me; har line par running Balance. Upar Opening, Bills, Paid, Closing. "🖨 Print Statement" se A4 statement — patient ko de sakte ho.

Where in ORALZY: Billing → Bills → Ledger → Patient Ledger · Patient chart → sidebar Outstanding → "View ledger" / "Ledger" · Mobile: patient → Bills tab → "📊 Statement"

Opening = 1 April se pehle ka bacha hisaab; Closing laal ho to patient par baaki, hara / minus ho to sab clear ya patient ka paisa jama. Web par period badalne ka option nahi hai. Mobile par patient kholo → Bills tab → "📊 Statement": wahan shuru se poori history aati hai, saath me "Share" aur "Print PDF" (mobile menu ka Billing → Bills → Ledger bina patient ke khaali khulta hai). Isliye web aur mobile ke print me lines alag ho sakti hain (web sirf is saal ki), par Outstanding same rehta hai. Statement sirf dekhne / print ke liye hai — payment lena ho to patient chart ka "Collect". Owner, doctor, receptionist — koi bhi clinic login ise dekh aur print kar sakta hai.

Quick steps

  1. Billing → Bills → Ledger kholo
  2. "Select Patient" me naam chuno (ya chart ka "View ledger")
  3. Opening / Bills / Paid / Closing aur line-wise Balance dekho
  4. "🖨 Print Statement" → "🖨 Print Now"

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