Cancel se membership ka bill, payment ya refund kuch nahi badalta — sale ka bill patient ke bills me waise hi rehta hai. Paisa lautana ho to us bill par Billing → Bills → Credit Notes se credit note / refund karo; galti wali renewal ka naya bill na chahiye to use bhi credit note se hatao. Cancel ke baad row list me hi rehti hai (status laal "cancelled"). Koi bhi logged-in staff cancel kar sakta hai. Mobile: "Members" → "Cancel" → "Yes, cancel".
Membership cancel kaise kare, galti se cancel ho gayi to?
Memberships → "👥 Active Members" → row par "Cancel" → "Cancel this membership?" → "OK". Status "cancelled" ho jaata hai aur us patient ke naye bills par member discount band. Galti se cancel hui ho to usi row par "Renew" dabao — membership phir active ho jaati hai (validity aaj se nayi), par plan ke daam ka naya unpaid bill banta hai.
Where in ORALZY: Billing → Plans & Memberships → Memberships → Memberships & Loyalty · Billing → Bills → Credit Notes
Quick steps
- "👥 Active Members" me patient ki row par "Cancel" → "OK"
- Paisa lautana ho to bill par credit note banao
- Galti se cancel hui to "Renew" (naya bill banega)