ORALZY
FAQ

Ageing me sirf 90+ din wale patient kaise dekhu?

Ageing & Credit me upar ke bucket cards (Current / 0-30 days / 31-60 / 61-90 / 90+ days) par click karo — table sirf usi bucket ke patient dikhati hai; Total par click karo to filter hat jaata hai. Web + mobile.

Where in ORALZY: Web: Billing → Financial Controls → Ageing & Credit → upar bucket card par click · Mobile: Financial Controls → Ageing → bucket card tap

Financial Controls → Ageing & Credit me summary cards ab clickable hain: Total, Current, 0-30 days, 31-60, 61-90, 90+ days. Kisi bucket par click → table filter, heading "Patient Outstanding (12 of 282)" ho jaati hai aur ek chip "90+ ✕" dikhta hai — chip ya Total dabao to sab wapas. Bucket khaali ho to khaali table nahi, saaf message: "'90+' bucket me koi patient nahi — upar Total dabakar sab dekho." Filter badalne par bulk set-off ki selection saaf ho jaati hai (galat rows na chunein). Bucket patient ke sabse purane overdue bill se banta hai — "Current" matlab abhi credit-terms ke andar. Isi table me har row par "💰 Receive" (payment / settle / write-off), "Set Limit" (credit limit + terms) aur purane software wale bakaye par "🧹 Set-off ₹X" hai. Jin patients ka poora balance khate me pade advance se cover hai wo list me default nahi dikhte — table ke neeche note se unhe wapas dikha sakte ho. Mobile: Financial Controls → Ageing me bucket cards par tap, wahi filter.

Quick steps

  1. Financial Controls → Ageing & Credit
  2. Upar "90+ days" card par click
  3. Table sirf us bucket ki — heading me "(N of M)"
  4. Chip "✕" ya Total par click → sab wapas

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