Net Terms = bill ke baad kitne din tak paisa overdue nahi maana jaayega; tab tak patient "Current" bucket me rehta hai aur dunning ON ho to roz ke automatic reminder me bhi nahi aata. Credit Limit: Billing → Bills me naya bill finalize karte waqt patient ka kul baaki limit se upar jaaye to "Credit limit" popup aata hai ("Credit-limit breach: … Override and finalize anyway?") — "Override" dabane par bill phir bhi ban jaata hai (mobile par bhi "Override"). Limit sirf chetavni hai — payment lena ya appointment nahi rukta. Row sirf un patients ki hoti hai jinpar baaki hai, isliye limit yahin se unhi ki set hoti hai. Koi bhi staff login limit badal sakta hai (Auditor aur Staff Login / ESS nahi). Mobile: Dues & Credit row par ✏️ (edit) icon → "Credit Policy" → Save.
Patient ki credit limit aur Net Terms (udhaar ke din) kaise set kare?
Billing → Pending Payments → "Dues & Credit" → patient ki row par "Set Limit" → popup "Credit Policy — naam": "Credit Limit (₹) — 0 = no limit" aur "Net Terms (days) — 0 = due immediately" bharo → "Save". Limit se zyada baaki hone par row me laal "OVER LIMIT" aata hai.
Where in ORALZY: Billing → Pending Payments · Pending Payments page → "Dues & Credit" → "Set Limit" · Mobile: Pending Payments → Dues & Credit → ✏️ icon
Quick steps
- Billing → Pending Payments → "Dues & Credit"
- Patient ki row par "Set Limit"
- "Credit Limit (₹)" aur "Net Terms (days)" bharo (0 = koi limit nahi / turant due)
- "Save"