Errors: "WA: Patient phone missing" = patient ka mobile number bharo; shared number par WhatsApp balance khatam ho to WhatsApp nahi jaata (Setup → Plan & Help → Packs & Credits → WhatsApp Balance & Packs). "Email: Patient email missing" = profile me email daalo. Dhyan: abhi email me sirf clinic naam, bill number, date aur amount jaata hai — PDF attach nahi hoti; PDF chahiye to WhatsApp ya print do. Draft bill nahi bhej sakte — pehle Finalize. Mobile: bill card ka WhatsApp icon (clinic ka apna WhatsApp ho aur online payment gateway laga ho to card / netbanking link bhi judta hai) aur mail icon.
Billing page se bill WhatsApp ya Email kaise bheje?
Final bill ki row par WhatsApp icon dabao — "WhatsApp sent" aaye to chala gaya. Clinic ORALZY ke shared number par ho to patient ko bill ki PDF jaati hai; clinic ka apna WhatsApp juda ho to bill number, amount aur (UPI ID set ho to) 1-tap UPI pay link wala message jaata hai. Email: row ke "⋮" → "Email" — patient ki profile me email hona chahiye.
Where in ORALZY: Billing → Bills · Bills page → bill row → WhatsApp icon / "⋮" → "Email" · Setup → Integrations → Connect WhatsApp (Meta)
Quick steps
- Bill pehle Finalize karo
- Row par WhatsApp icon dabao — "WhatsApp sent" dekho
- Email ke liye "⋮" → "Email"
- Error aaye to patient ka phone / email profile me bharo