ORALZY
How-to

Payment ki receipt patient ko WhatsApp par kaise bheje?

Receipt ka PDF bhejne ka button nahi hai. Patient chart → ⋯ (More actions) → "Send via WhatsApp" → "Payment Received" dabao (ya ⋯ → "WhatsApp patient" → "💬 Send message" me "Payment received") — patient ko message jaata hai: aakhri payment ka amount aur mode, aur "Balance Due ₹X" ya "Fully Paid — No balance due." Mobile: patient screen ke upar ✈️ (send) icon → "Send message" → "Payment Received". Waise har payment save par patient ko apne aap "payment received" SMS bhi jaata hai.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → ⋯ More actions → Send via WhatsApp → "Payment Received" · Mobile: Patient detail → ✈️ send icon → "Send message" → "Payment Received"

Message hamesha patient ki sabse aakhri darj payment ka hota hai — purani receipt chuni nahi ja sakti. Abhi is message me "Receipt No" ki jagah "-" aata hai. Kaagaz ki receipt chahiye to Visits → "Payments Received" → "🖨 Receipt" se print karke do. Bill ka PDF bhejna alag hai — ⋯ → "WhatsApp patient" → "🧾 Latest bill". Error: "❌ Not sent — Patient has no phone on file" (pehle phone number bharo); payment hi na ho to "This patient has no payment recorded…". Toast "✓ Payment receipt sent" aaye to message chala gaya.

Quick steps

  1. Patient chart kholo → upar ⋯ (More actions)
  2. "Send via WhatsApp" ke neeche "Payment Received" dabao
  3. Toast "✓ Payment receipt sent" dekho
  4. Kaagaz chahiye to Visits → "Payments Received" → "🖨 Receipt"

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