Tip: ye bill card SELL karne se PEHLE bana lo — card active hone ke baad head ke naye bill ki har line par card ka "Treatment discount %" lag jaata hai, card fee wali line par bhi. Line ke naam me "cleaning", "scaling" ya "polishing" shabd mat likho — card active ho to wo line free cleaning maan li jaati hai. Renew par bhi bill nahi banta, renewal ke paise ke liye yahi tarika — par card abhi chal raha ho to us fee line par bhi card ka % katega, isliye card expire hone ke baad bill banao aur phir "Renew" dabao, ya kati raqam dhyan me rakho. Patient ke public card page ka "↻ Renew now" bhi abhi bill nahi bana pata. Bill aur payment wale normal niyam (Day End lock, PIN agar chalu ho) is bill par bhi lagte hain.
Family Card bechne ke baad bill kyu nahi bana, paisa kaise le?
"Sell" ka message kehta hai "A draft bill will be created for the head-of-household.", par abhi sale ke saath koi bill nahi banta — sirf card active hota hai ("✓ Membership sold. Expires …"). Card ka paisa lene ke liye head ke naam Billing → Bills → "New Bill" me "+ Blank Row" se line (jaise "Family Health Card — Silver Family", Rate = tier ka daam) daal kar bill banao aur payment lo.
Where in ORALZY: Billing → Plans & Memberships → Family Card → Family Health Card · Billing → Bills
Quick steps
- Billing → Bills → "New Bill" → patient = head of household
- "+ Blank Row" → Description me card / tier ka naam, Rate = tier ka daam → bill save + payment
- Phir Family Card → family → "📇 Detail" → tier par "Sell" → OK