Ye alag naya bill nahi banata — wahi kaagaz invoice ban jaata hai aur uska purana P (proforma) number hat jaata hai. Proforma par li gayi advance payment usi bill par rehti hai. Convert sirf owner, admin ya doctor kar sakte hain (receptionist ko "Forbidden: insufficient role"). Web par "To Invoice" sirf finalized proforma par aata hai; mobile par draft proforma par bhi ⇄ icon hai. Proforma ko dobara alag invoice bana kar mat bhejo, warna rakam do baar ginegi.
Proforma (estimate) ko invoice me kaise badle?
Billing → Bills me final proforma ki row par "To Invoice" → "Convert this proforma into a draft invoice?" → "Convert". Wahi proforma draft invoice ban kar editor me khulta hai — check karke "Finalize & Number" → "Finalize" dabao, naya B wala bill number milta hai. Mobile: proforma card par ⇄ (Convert to Invoice) → "Convert".
Where in ORALZY: Billing → Bills · Bills page → proforma row → "To Invoice" · Mobile: Billing menu → Bills → proforma card ⇄
Quick steps
- Billing → Bills me type filter "Proformas" chuno
- Proforma ki row par "To Invoice" → "Convert"
- Khule editor me items check karo
- "Finalize & Number" → "Finalize"