Finalize kiya hua proforma (estimate) ledger me Debit me jud jaata hai; draft proforma nahi. RGHS / scheme bill sarkar ke khate me jaata hai — uska hisaab Billing → Insurance & RGHS → Scheme A/c me hai; mixed payment me sirf patient wala hissa ledger me aata hai. Security deposit (🔒) alag card me rehta hai, bakaye me nahi judta. Aadha (partial) credit note ho to bill rehta hai aur "Credit note issued" line Credit me aati hai. Payment kisi cancelled bill ke liye li thi to payment dikhegi par bill nahi — Closing minus aa sakta hai. Galat bill ya payment pehle Billing → Bills ya patient chart me theek karo; ledger har baar khulne par dobara banta hai, khud kuch save nahi karta.
Ledger me koi bill ya payment kyu nahi dikh raha?
Patient Ledger me sirf patient ke apne pakke bill aate hain. Ye nahi aate: Draft bill (pehle Finalize karo), Cancelled bill, poore credit note wala bill (status "Credited" — bill aur uska credit note dono hat jaate hain), RGHS / scheme ke khate wala bill, Recycle Bin me gaya bill ya void payment, security deposit aur gift card bechne ka paisa. Web par 1 April se purani entry upar "Opening" me judi hoti hai.
Where in ORALZY: Billing → Bills → Ledger → Patient Ledger · Billing → Bills · Billing → Insurance & RGHS → Scheme A/c
Quick steps
- Billing → Bills me bill ka status dekho (Draft / Cancelled / Credited)
- Draft ho to Finalize karo — tab ledger me aayega
- RGHS bill ho to Billing → Insurance & RGHS → Scheme A/c me dekho
- Purani entry ho to ledger ka "Opening" dekho