Draft "Drafts" tab me rehta hai — bhoolo mat, row par "Finalize" dabao (confirm: "Finalize bill … ? Number will be locked."). Coupon ka discount Finalize par hi lagta hai, aur membership ka free-service quota bhi Finalize par hi use hota hai. Patient par credit limit ho to Finalize par check hota hai. Finalize koi bhi staff kar sakta hai, ispar PIN nahi maangta. Finalize ke baad galti ho to Credit Note (owner/admin) ya Cancel — edit nahi. Treatment "Mark Done" se bana bill seedha final hota hai, draft nahi.
Draft aur Finalize bill me kya farak hai?
Draft = kaccha bill: badla ja sakta hai, asli number nahi, patient ke card wale bakaya, Books aur GST me nahi ginta, aur list se print / WhatsApp nahi hota. "Finalize" = number lock, edit band; bill bakaya, reports aur GST me aata hai aur View / Print / WhatsApp / Email / Pay Link chalu ho jaate hain.
Where in ORALZY: Billing → Bills · Bills page → "All Bills" → "Drafts" tab
Quick steps
- Billing → Bills → "Drafts" tab kholo
- Draft check karo — badalna ho to "Edit"
- Sahi ho to row par "Finalize" → confirm