Check sirf invoice par hota hai, proforma par nahi; scheme (govt) bills patient ki limit me nahi gine jaate. Override koi bhi user kar sakta hai — clinic ki policy ke hisaab se hi dabao. "Set Limit" me "Net Terms (days)" bhi hota hai.
Finalize par "Credit-limit breach" kyu aata hai?
Patient ki credit limit set hai aur ye bill final karne se uska bakaya limit se upar ja raha hai — message me abhi ka bakaya, naya total aur limit likhi hoti hai. Web par "Credit limit" box me "Override" dabao to bill phir bhi final ho jaata hai; mobile par bhi "Override". Limit Billing → Pending Payments → "Dues & Credit" → patient row → "Set Limit" me badlo (0 = no limit).
Where in ORALZY: Billing → Bills · Bills page → "Finalize" · Billing → Pending Payments
Quick steps
- Message me bakaya aur limit padho
- Pehle patient se purana bakaya lo, ya
- "Override" dabakar bill final karo
- Limit badalni ho to Billing → Pending Payments → "Dues & Credit" → "Set Limit"