Chalu (bench par) case bill me nahi aate — na ho to "This client has no finished (received/delivered) un-invoiced cases — complete a case first…". "Finalize" sirf Owner / Accounts; Manager draft bana sakta hai aur use "The owner or accounts will finalize this bill." dikhta hai. Rokne wale: "N line(s) have no rate — type the rate on the draft (or set it in Pricing) before finalizing", "Cannot finalize a zero-value invoice". Chetavni: lab ka GSTIN khaali (Setup → Lab Profile → location ka "GST number"), ya kisi line par 0% GST. Draft ko "Cancel" (Owner / Accounts); final bill badalna ho to credit note. ORALZY clinic ka bill clinic ke "🧾 Lab Bills" me apne aap copy hota hai. Status: DRAFT → FINALIZED → PARTIAL-PAID → PAID (ya CANCELLED / CREDITED).
ORALAB me dentist ka bill (invoice) kaise banaye aur finalize kare?
Lab Pro: Books → "Invoicing" → "New invoice" → "Client (dentist)" chuno → "Create draft" — us dentist ke saare khatam (Sent to clinic / Delivered) aur bina-bill case draft me aa jaate hain. Draft kholo → lines check karo ("rate missing" ho to "Type a rate") → "Finalize". Bill number (invoice prefix ke saath) aur due date (net terms) lag jaati hai.
Where in ORALZY: Lab side: ORALAB → Books → Invoicing · Treatment → Lab · Mobile: ORALAB app → Books → Invoicing
Quick steps
- Books → "Invoicing" → "New invoice"
- Dentist chuno → "Create draft"
- Draft kholkar lines aur "rate missing" check karo
- Owner / Accounts: "Finalize" dabao