Upar "Next: …" me agla bill number dikhta hai. Scheme patient par "Finalize" dabate hi "Which account is this bill for?" poochha jaata hai. Net na ho to "Save Draft" bill ko phone me rakh leta hai ("Saved offline") aur net aate hi bhej deta hai — "Finalize" ke liye net chahiye. "Bill date (YYYY-MM-DD)" field tabhi dikhta hai jab Back-dated Entry chalu ho. Web editor se farak: is screen me Tooth, HSN, Notes aur package picker nahi (package patient ke Bills tab ke "+ Bill" me hai). Draft card par ✎ se edit karo — mobile "Finalize" badlav pehle save karke number deta hai. "Bill Type" me "Credit Note" mat chuno — asli credit note final bill ke card ke receipt icon (sirf owner / admin) se banta hai. Coupon "Check" par galat code bhi "✓ … ₹0 discount" dikha sakta hai — asli jaanch "Finalize" par hoti hai.
Mobile app ke Billing screen se bill ya proforma kaise banaye?
Mobile menu → Billing → Bills → "+ Invoice" (ya "+ Proforma", ya upar "+"): "Search patient…" se patient chuno, "Bill Type" aur "GST Mode" chuno, "+ Treatment" → "Pick Treatment" ya "+ Blank line" se items (Qty, Rate, Disc%, GST%), "Bill Discount & Coupon" me Flat ₹ / % ya coupon "Check" → "Save Draft" ya "Finalize".
Where in ORALZY: Billing → Bills · Mobile: Billing menu → Bills → "+ Invoice"
Quick steps
- Mobile menu → Billing → Bills kholo
- "+ Invoice" ya "+ Proforma" dabao
- "Search patient…" me naam likh kar patient chuno
- "+ Treatment" → "Pick Treatment" ya "+ Blank line" se items bharo
- "Save Draft" ya "Finalize" dabao