Patient maan jaaye to "To Invoice" se usi proforma ko invoice banao — alag naya bill mat banao, warna rakam do baar ginegi. Bill Finalize karte waqt wale credit-limit check me proforma nahi ginta. Draft proforma patient card ke due me nahi aata, par draft print / WhatsApp nahi hota. Sirf kharche ka andaza dena ho to patient chart ka Treatment Plan bhi use kar sakte ho. Cancel owner / admin / doctor kar sakte hain.
Proforma banane se patient ka bakaya (due) kyu badh gaya?
Abhi app finalized proforma ki rakam ko bhi patient ke bakaya me gin leta hai — patient card ka due, Billing → Bills ka Outstanding card, Pending Payments aur reminders me. Print, pay link aur QR me proforma ka paisa nahi maanga jaata (print par "ESTIMATE" / "Estimate / proforma — not a tax invoice" likha aata hai). Patient mana kar de to proforma "Cancel" kar do — bakaya se hat jaayega.
Where in ORALZY: Billing → Bills · Bills page → proforma row → "⋮" → "Cancel" · Billing → Pending Payments
Quick steps
- Patient chart me Outstanding dekho — proforma ki rakam judi hai
- Patient mana kare to Billing → Bills me proforma "Cancel" karo
- Patient maan jaaye to "To Invoice" se usi ko invoice banao