Bill finalize hone ke baad usse edit nahi kar sakte — paisa wapas/adjust karne ka sahi tareeka Credit Note (CN) hai. CN ek GST-compliant document hai: apni CN- number series milti hai, original bill se linked rehta hai, aur saare CNs ka total kabhi bill ke total se zyada nahi ho sakta (system cap lagata hai).
Do jagah se ban sakta hai:
- Sidebar → Practice → Billing → Billing — bill list me finalized/partial-paid/paid bill ki row par 'Credit Note' action button.
- Sidebar → Practice → Billing → Credit Notes card — 'Issue' modal me patient chuno → uske creditable bills load hote hain → bill pick karte hi uske items copy ho jate hain; poora bill credit karna ho to waise hi submit, partial ke liye quantity/unit price ghata do.
Reason likhna padta hai. Is action par Staff PIN (Action Guard — 'Issue credit note') lag sakta hai agar Setup me on hai.
Note:
- CN bill ka outstanding/AR kam karta hai. Agar aapne patient ko cash bhi lauta diya, to Day End (Practice → Billing → Day End) me cash movement type 'Refund (cash out)' daal do taaki cash drawer tally rahe.
- Patient Profile → Payments section me 'Refunded' total aur us patient ke saare Credit Notes ki list dikhti hai.
- Ek payment-level refund API bhi hai (kisi specific payment ke against, total refund us payment se zyada nahi ho sakta) — ye role-gated hai: sirf admin/owner/doctor, receptionist nahi, aur Staff PIN lagta hai.
- Draft bill par CN nahi banta — draft ko seedha edit/delete karo. Galat bill poora hatana ho to 'Delete bill' (30-din Recycle Bin) alag cheez hai.
Mobile app: Billing screen me bhi finalized invoice ki row par Credit Note icon se same flow chalta hai, aur bill-type filter me 'Credit Notes' choose karke saare CN dekh sakte ho.