ORALZY
How-to

Draft bill ko edit kaise kare?

Billing → Bills → "Drafts" tab → row par "Edit" → "Edit Draft" tab me items, rate, GST, coupon badlo. Abhi web par badlav "Save and Print" se save karo ("Update Draft" abhi "Save failed" deta hai), phir "Finalize & Number". Mobile: draft card ka ✎ icon → badlo → "Save Draft" ya "Finalize".

Where in ORALZY: Billing → Bills · Bills page → "Drafts" → "Edit" · Mobile: Billing menu → Bills → draft card ✎

Sirf Draft hi edit hota hai — finalized bill par message aata hai "Cannot edit a finalized bill. Issue a credit note instead." Dhyan: (1) web editor me badlav ke baad seedha "Finalize" dabaya to badlav save nahi hote, purana saved draft final ho jaata hai — pehle save karo; (2) draft ka Patient badal kar save karne se patient nahi badalta — galat patient ho to draft Delete karke sahi patient par naya bill banao. Jis din ka Day End close hai us din ka draft edit nahi hota ("Day … is closed…"). Owner ne Action Guard me "Edit bill" tick kiya ho to PIN maangta hai.

Quick steps

  1. Billing → Bills → "Drafts" tab kholo
  2. Bill ki row par "Edit" dabao
  3. Items / rate / GST / coupon badlo
  4. "Save and Print" dabao (badlav save hote hain)
  5. Phir "Finalize & Number" → "Finalize"

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