ORALZY
How-to

Treatment cancel — bill bane ke baad patient ka paisa wapas (refund) kaise kare?

Bill final ho chuka ho to owner/admin us bill par Credit Note banaye — Billing → Bills me bill row ka "Credit Note" (poora bill), ya Billing → Bills → Credit Notes → "+ Issue Credit Note" (kuch items / kam amount). Isse bill ka baaki ghatta hai; bill par pehle aaya paisa nayi rakam se zyada ho to wo zyada hissa patient ke khate me jama (advance) dikhne lagta hai. Patient ko cash lautaya to Billing → Day End → "+ Add Entry" → "Refund (cash out)" bhi darj karo.

Where in ORALZY: Billing → Bills → Credit Notes · Billing → Bills · Billing → Day End

Credit Note (CN) GST wala document hai: apna CN number, original bill se juda, aur ek bill par saare CN milakar bill ke total se zyada nahi ho sakte ("Credit note exceeds remaining bill amount"). Sirf finalized / partial-paid / paid bill par banta hai — draft bill ko seedha edit ya delete karo.

"+ Issue Credit Note" me patient → bill chuno, bill ke items copy ho jaate hain; aadha credit dena ho to quantity / price ghatao, "Reason for credit *" likho → "Issue CN ₹X". Bill row ka "Credit Note" poore bill ka CN banata hai ("Issue a full credit note for …?" → "Issue credit note").

Sirf owner/admin (receptionist ko button nahi dikhta, server bhi mana karta hai); owner ne Action Guard me "Issue credit note" chuna ho to PIN.

Dhyan: app me normal payment ka alag "Refund" button abhi nahi hai (sirf security deposit ka "↩ Return deposit"). Day End wali "Refund (cash out)" entry sirf drawer ka cash milati hai — patient ke khate ka jama nahi ghatati. Wo jama agle bill me "Apply to bill" se lag sakta hai; agar paisa sach me lauta diya hai to us jama ko theek karwane ke liye ORALZY support se baat karo.

Mobile: patient → Bills tab → bill row ka "Credit" (owner/admin) — reason aur amount poochta hai; GST wale bill par "This bill has GST — use Billing → Credit Note to credit it line by line." aata hai.

Quick steps

  1. Owner/admin login se Billing → Bills kholo
  2. Poora bill: row par "Credit Note" → "Issue credit note"; kuch hissa: Credit Notes → "+ Issue Credit Note"
  3. Patient, bill aur items chuno, "Reason for credit *" likho → "Issue CN ₹X"
  4. Cash lautaya to Billing → Day End → "+ Add Entry" → "Refund (cash out)"
  5. Patient chart me jama (advance) aur bill ka status dekh lo

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