ORALZY
FAQ

Is mahine revenue kam lag raha hai jabki kaam pura hua — kahan se check karu?

Pehle tay karo billing dekh rahe ho ya vasooli. Billing: Insights → Reports → "Money" → "P&L Statement" (pura mahina). Vasooli: "Mode-wise". Phir draft bills, abhi tak done mark na hue treatments ("Open Treatments") aur atka paisa ("AR Ageing") check karo.

Where in ORALZY: Insights → Reports → All Reports

P&L sirf finalized / part-paid / paid bills ginta hai — draft me pade bills nahi, aur poora credit-note wala bill bhi nahi. Discount pehle hi bill se ghat chuka hota hai, P&L me Net Revenue = Gross Revenue. Pichhle mahine ke bill ka is mahine aaya paisa P&L me nahi, Mode-wise me aata hai. "Clinical" → "Open Treatments" = planned treatments jo abhi done mark nahi hue (kaam ho gaya ho to Mark Done aur bill banao). "Receivables & Payables" → "AR Ageing" = bill hua par paisa nahi aaya. Fix: draft bills finalize karo, done kaam ka bill banao, udhaar walon se vasooli.

Quick steps

  1. Insights → Reports → "Money" → "P&L Statement" kholo, pura mahina range me set karo
  2. Billing me draft pade bills dhoondo — wo P&L me nahi ginte
  3. Reports → "Clinical" → "Open Treatments" me abhi tak done mark na hue treatments dekho
  4. Reports → "Receivables & Payables" → "AR Ageing" me atka paisa dekho
  5. Draft bills finalize karo aur done kaam ka bill banao

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