Poora bill credit karna ho to lines waisi hi rehne do; kam karna ho to Qty / "Unit ₹" ghatao ya × se line hatao (neeche "CN Total"). Doosra raasta: Billing → Bills ki list me bill ki row par "Credit Note" → "Issue a full credit note for <bill no>?" → "Issue credit note" — ye hamesha poore bill ka hota hai, reason apne aap "Full credit issued". Setup → Admin → Users & Policy → Action Guard me "Issue credit note" chalu ho to PIN / fingerprint maangega. Credit note aaj ki tareekh ka banta hai (purani date nahi chun sakte) aur apne alag number series me (jaise …/26-27/C/00001). Bana hua credit note edit nahi hota — galat ho to mobile app se Void karke naya banao.
Credit note kaise banaye?
Billing → Bills → Credit Notes → "+ Issue Credit Note" → "Patient *" chuno → "Bill to Credit *" me bill chuno (sirf Finalized / Partial Paid / Paid) → bill ki saari lines apne aap aa jaati hain → "Reason for credit *" likho → "Issue CN ₹X". Note list me "issued" status ke saath aa jaata hai aur bill ka bakaya utna kam ho jaata hai. Ye button sirf owner / admin ko dikhta hai.
Where in ORALZY: Billing → Bills → Credit Notes · Billing → Bills · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Billing → Bills → Credit Notes → "+ Issue Credit Note"
- "Patient *" chuno, phir "Bill to Credit *" me bill
- Lines check karo (poora bill ho to waise hi chhodo)
- "Reason for credit *" likho
- "Issue CN ₹X" dabao (PIN maange to daalo)