Auditor login sirf dekh sakta hai, kuch darj nahi kar sakta. Staff Login (ESS) aur CA login se payment screen nahi khulti. Demo account me void aur refund band hain ("Demo account cannot perform destructive actions"). PIN wale kaam Setup → Admin → Users & Policy → Action Guard me owner chunta hai — wahan "Receive payment", "Delete payment entry", "Refund payment" aur "Apply money on account" dikhte hain; chuna na ho to PIN nahi maangta. Jis din ka Day End close hai us din ki payment koi bhi nahi daal/void kar sakta jab tak owner/admin din Reopen na kare. Payment ki purani date (back-date) tabhi jab owner/admin ne Back-dated Entry ON kiya ho.
Payment lena, void, edit ya refund kaun kar sakta hai?
Payment lena ("Collect payment", mobile "+ Payment") clinic ka koi bhi staff login kar sakta hai — receptionist, assistant, doctor bhi. Receipt "🗑 Void" sirf owner/admin. Payment edit ka koi screen nahi (void + dobara entry). Credit Note sirf owner/admin. Refund sirf security deposit ka hota hai — owner/admin/doctor. Owner ne Action Guard me chuna ho to "Receive payment" ya "Delete payment entry" par PIN maanga jaata hai.
Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → "Bill / Collect" → "Collect payment" · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Paisa lena: koi bhi staff — chart → "Bill / Collect" → "Collect payment"
- Galat receipt hatana: owner/admin → Visits → "Payments Received" → "🗑 Void"
- Bill ka amount kam karna: owner/admin → Credit Note
- PIN kis kaam par lage: owner → Setup → Admin → Users & Policy → Action Guard