ORALZY
How-to

EMI ke liye UPI Autopay mandate kaise banaye aur patient ko link bheje?

Billing → Bills → EMI & Autopay → UPI Autopay → "New Mandate" → patient, "Amount per cycle (₹)", Monthly / Fortnightly / Weekly, Total cycles (0 = unlimited), Patient VPA, notes → banao (Pending auth). Row par "Send" → WhatsApp par Razorpay ka link; patient UPI app me ek baar approve kare, fir har cycle apne aap katta hai. Beta — ORALZY support se poochho.

Where in ORALZY: Billing → Bills → EMI & Autopay → UPI Autopay → New Mandate

Clinic ke apne Razorpay keys chahiye (Setup → Settings → Billing → Payment Gateways, sirf owner / admin daal sakte hain). Mandate owner / admin / doctor bana sakte hain; cancel owner / admin. Kata hua paisa "Sync" se patient ke account me payment banta hai.

Quick steps

  1. UPI Autopay → "New Mandate"
  2. Patient, amount, cycle, VPA
  3. Banao
  4. Row par "Send" → WhatsApp

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