Receptionist bill ki row ka "Delete" dabakar bill Recycle Bin me bhej sakti hai (clinic ne Action Guard chalu kiya ho to PIN maangega) — par jis bill par payment aa chuka ho wo pehle payment void / refund kiye bina Recycle Bin me nahi jaata. Cancel karte waqt "Cancellation reason:" poocha jaata hai, aur Action Guard on ho to PIN; galat PIN par "PIN not accepted — bill NOT cancelled." aata hai. Recycle Bin se hamesha ke liye "Delete forever" sirf Owner. Ye kaam karwane ke liye doctor / owner / admin ke login se wahi button dabao, ya owner role badle (Setup → Admin → Users & Policy → User Management).
Receptionist se bill Cancel, refund ya Recycle Bin kyu nahi hota?
Billing → Bills me "Cancel" button sabko dikhta hai, par bill Cancel, payment refund aur proforma "To Invoice" sirf Doctor, Admin ya Owner kar sakte hain — receptionist / assistant / staff ko "Forbidden: insufficient role" aata hai. "Recycle Bin" kholna aur bill "Restore" sirf Owner / Admin; staff ko wahi error aur "Recycle Bin is empty" dikhta hai.
Where in ORALZY: Billing → Bills
Quick steps
- Bill Cancel / refund / "To Invoice" ke liye doctor, admin ya owner ke login se Billing → Bills kholo
- Bill galti se bana ho to receptionist row ka "Delete" daba sakti hai (Recycle Bin me jaata hai)
- Recycle Bin se wapas lana ("Restore") owner / admin se karwao