Issued = chalu credit note (bill ka bakaya ghata raha hai); Cancelled = void kiya hua (ab koi asar nahi); Draft aam taur par khaali rehta hai kyunki app se bana har CN seedha "issued" hota hai. "total ₹X" me filter me dikh rahe saare notes judte hain — cancelled bhi, isliye sirf chalu ka jod chahiye to Status → Issued chuno. List koi bhi staff dekh sakta hai; naya banana sirf owner / admin. Web par row khol kar line items nahi dikhte — mobile app ke Credit Notes screen me CN par tap karne se Patient, UHID, Reason, line items aur "Total Credited" dikhte hain. Dhyan: Billing → Bills page ke type filter ka "Credit Notes" alag cheez hai — wo credit-note type ke bill (jaise purane software se import hue) dikhata hai, yahan wale credit notes nahi.
Credit Notes page par kya dikhta hai aur filter kaise kare?
Billing → Bills → Credit Notes par saare credit notes: "CN #", "Date", "Patient", "Original Bill", "Reason", "Amount", "Status" (draft / issued / cancelled). Upar "Patient" (All patients) aur "Status" (All statuses / Draft / Issued / Cancelled) filter, aur dahine "N notes · N issued · total ₹X". Ek patient ke CN uske chart me "⋯ More" → "Overview" ke "Credit Notes (N)" card me bhi dikhte hain.
Where in ORALZY: Billing → Bills → Credit Notes · Billing → Bills → Billing Hub · Mobile: Billing → Bills → Credit Notes
Quick steps
- Billing → Bills → Credit Notes kholo
- "Patient" / "Status" filter lagao
- Chalu credit notes ka jod chahiye to Status → "Issued"