Saare chalu ladder: Billing → Pending Payments → Reminders (Dunning) — status filter (Active / Paused / Escalated / Completed), patient / phone / bill # search, har row par Pause / Resume / Stop, "Open A4 legal reminder" (Day 30 wala letter) aur Timeline. Bill poora jama hote hi ladder khud Completed ho jaata hai. Har reminder WhatsApp message ki tarah wallet se katta hai.
Baaki paise ke liye patient ko apne aap reminder kaise jaye (dunning)?
Pehle owner / admin: Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → "🔔 Dunning Sequences" → "Enable Dunning Sequences" (default OFF; chahe to "Auto-start dunning when a bill is 30 days old"). Phir overdue bill par "🔔 Start Dunning" (Insights → Reports → All Reports → Receivables & Payables → AR Ageing ki row) — Day 0 / 7 / 15 / 30 / 45 par reminder khud jaata hai, roz subah 10:30 baje.
Where in ORALZY: Billing → Pending Payments → Reminders (Dunning) · Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → 🔔 Dunning Sequences
Quick steps
- Owner / admin: Bill Settings → "Enable Dunning Sequences" on
- Overdue bill par "🔔 Start Dunning"
- Billing → Pending Payments → Reminders (Dunning) me ladder dekho
- Patient ne baat kar li ho to Pause / Stop