Mobile "EMI Plans" screen me plan banana aur "Pay" bhi sirf owner / admin / doctor. UPI "Sync" koi bhi staff dabaa sakta hai. Razorpay keys (Setup → Settings → Billing → Payment Gateways) sirf owner / admin daal sakte hain. Auditor login sirf dekh sakta hai; Staff Login (ESS) aur CA login ko ye screens nahi milti. In kaamon par PIN (Action Guard) nahi maanga jaata. Aaj ka Day End close ho to "Mark paid" aur mobile "Run now" nahi chalte.
EMI, Recurring aur UPI Autopay kaun bana ya cancel kar sakta hai?
"Schedules" tab me EMI / Recurring banana, Pause / Resume, Cancel, "Set up ⚡" aur "Mark paid" koi bhi clinic staff login (receptionist bhi) kar sakta hai. UPI Autopay me "New Mandate" sirf owner / admin / doctor, mandate Cancel sirf owner / admin — baaki ko "Forbidden: insufficient role" aata hai. Recurring Delete (sirf mobile) owner / admin.
Where in ORALZY: Billing → Bills → EMI & Autopay · Setup → Settings → Billing → Payment Gateways
Quick steps
- Mandate banana ho to owner / admin / doctor login se karo
- Mandate cancel owner / admin se karwao
- Baaki EMI / Recurring kaam koi bhi staff kar sakta hai