Kab kya: Draft bill → seedha Edit karo (credit note nahi banta). Poora bill hi galat bana (galat patient / duplicate) → Billing → Bills me bill "Cancel". GST ke hisaab se: cancel kiya bill GSTR-1 se hi nikal jaata hai, jabki credit note us mahine ki GSTR-1 me minus ke roop me aata hai jis mahine bana — isliye jis bill ka mahina file ho chuka ho, uske liye credit note sahi raasta hai (CA se confirm kar lo). Purana bakaya jo milega hi nahi → write-off (Billing → Pending Payments). Credit note sirf owner / admin bana sakte hain. Patient ko koi SMS / WhatsApp apne aap nahi jaata. Patient ne pehle pay kiya tha to credit note ke baad utni rakam uske khate me jama dikhti hai.
Credit note kab banaye, aur ye bill cancel ya refund se alag kaise hai?
Credit note tab banao jab bill pakka (Finalized / Partial Paid / Paid) ho chuka aur uska poora ya kuch hissa ab patient se nahi lena — galat rate, treatment nahi hua ya beech me chhoda, dawai wapas, ya baad me discount. Ye bill ko mitata nahi; apne number ke saath us bill ke against banta hai aur bill ka bakaya ghatata hai. Ye paisa wapas nahi karta — cash lautana alag kaam hai.
Where in ORALZY: Billing → Bills → Credit Notes · Billing → Bills · Billing → Pending Payments · Billing → Day End
Quick steps
- Bill ka status dekho — Draft ho to Edit karo
- Finalized / Paid bill ki rakam kam karni ho to Billing → Bills → Credit Notes → "+ Issue Credit Note"
- Cash wapas diya ho to Billing → Day End → "+ Add Entry" → Category "Refund (cash out)"