Billing & Payments

Invoices, outstanding, refunds, GST, schemes and payment collection.

64 articles

• 5 IOPA X-ray kiye par bill me ₹150 hi aaya — quantity kahan daale? Add-procedure drawer me Quantity ka − N + stepper hai. Live total wahin dikhta hai: ₹150 × 5 = ₹750.
• Advance jama hai par patient ab treatment nahi karayega — advance wapas kaise karu? Pehle dekho advance me se kitna allocate ho chuka hai — bacha hua (unallocated) hissa hi refund hoga. Refund advance wali…
• Bill banate waqt patient ko discount kaise de — pure bill par ya ek treatment par? Patient chart ke 'New bill' drawer me flat ₹ Discount box hai (pure bill par). Mobile app ke Billing form me per-line Disc%…
• Bill delete kaise kare? (Recycle Bin / galat bill) Bill delete = Staff PIN chahiye → 30 din Recycle Bin me rehta hai → permanent delete sirf owner kar sakta hai.
• Bill kaise banta hai aur payment kaise record kare? Treatment done → bill auto-banta hai. Payment: patient chart me Balance Due badge → Payments drawer → mode + amount → save (WA…
• Bill print me clinic ka purana naam/number/UPI aa raha hai — kahan se badlu? Bill ki header details Settings → Clinic Settings se aati hain — naam, address, phone, GSTIN, UPI ID wahan update karo, agle…
• Books / Accounting — clinic ka bahi-khata 6-tab Books page double-entry ledger par chalta hai — income, expense, party ledger, P&L, sab ORALZY ke andar (Tally ki…
• CA bola GSTR-1 me sales kam dikh rahi — dental bills kahan gaye? Dental treatment 0% healthcare-exempt hai — wo taxable sales me nahi, exempt turnover me jata hai. GSTR-1 me taxable me sirf…
• Cash payment galti se UPI mode me enter ho gayi — day end gadbada jayega, kaise sudharu? Same-day ho to payment edit karke mode theek karo. Day close ho chuka ho to Reopen/backdated se sudharo — warna day-end pe…
• Clinic ka kharcha (expenses) kaise track kare? Expenses me har kharcha log karo category-wise; Expense Analyzer bill ki photo se details auto-nikal leta hai. P&L me revenue…
• Corporate patient GST invoice mang raha hai — dental pe GST kaise lagega? Dental treatment healthcare-exempt hai — GST 0%. Invoice ban sakta hai jisme clinic ka GSTIN aur 0%/exempt clearly dikhega.…
• Day end pe cash 500 kam nikla — variance kaise handle kare? Pehle Day Activity me din ki saari entries check karo — aksar wrong-mode entry ya missing entry hoti hai. Genuine shortage ho…
• Din khatam pe cash ka hisab — Day End, cash milana, variance Din shuru me day open karo, shaam ko cash count karke close — farak (variance) aaye to approval, deposit slip print hoti hai.
• Doctor commission / incentive kaise set hota hai? Har doctor ke liye CommissionRule — percentage ya fixed, aur volume slabs (jitna zyada kaam, utna zyada rate). Report me…
• Doctor ne discount bolा tha, staff bill me lagana bhool gaya — ab kaise du? Bill unpaid hai to kholkar bill-level discount (flat ₹ ya %) add karo — total recompute hoga. Patient pura pay kar chuka hai…
• Ek hi payment do baar record ho gayi — duplicate entry kaise hatau? Admin/owner duplicate payment ko void kar sakta hai (Staff PIN lagta hai) — bill balance apne aap recompute hoga. Slow net pe…
• Ek hi treatment par discount dena hai, pure bill par nahi — kahan se du? Ab discount plan par bhi hai aur mark-done ke waqt bhi — DrawerPlan me rate/qty/discount, aur Complete karte waqt "Charge"…
• EMI par treatment diya hai — outstanding me poora amount dikhega ya sirf due installment? Outstanding sirf BILL se banta hai (finalized bill − payment − refund − credit note). EMI plan apne aap outstanding nahi…
• EMI plan wale patient ne kisht dena band kar diya — recovery kaise karu? EMI plan me installment overdue dikhega. Cash Flow Recovery page se dunning reminders chalu karo aur WhatsApp pe 1-tap UPI…
• Estimate me kam bataya tha, final bill zyada ban gaya — patient naraz hai, kya karu? Bill vs estimate line-wise compare karke dikhao — aksar beech me extra procedure juda hota hai. Aage se scope badalte hi…
• Galat amount ka bill ban gaya — amount kaise theek karu? Payment record hone se pehle same-day bill edit ho jata hai. Bilkul galat bill ho to delete karo (Staff PIN) — 30 din Recycle…
• GST filing — GSTR-1 JSON aur 3B worksheet GST hub filing calendar + portal-ready GSTR-1 JSON + 3B worksheet deta hai. Yaad rahe: dental services 0% (exempt), pharmacy…
• Har payment pe patient ko loyalty points milein jo baad me discount bane — kaise setup kare? Haan — People → Memberships → '⭐ Loyalty Points' tab me program enable karo: earn rate (points per ₹100 paid) aur redeem value…
• Insurance / TPA claim kaise file kare? Patient ki policy details save karo, treatment ke documents + geo-stamped photos attach karo, claim status track karo (filed →…
• Kal ka day-end close karna bhool gaye, aaj entries bhi karni hain — kaise sambhalu? Pehle kal ka day close karo — kal ka cash aaj ginogey to bhi expected figure system me sahi hai. Phir aaj ka day open karke…
• Lab ka kitna hisaab (khata) baki hai kaise dekhe aur lab ko payment karke khata settle kaise kare? Sidebar → Practice → Lab → 'Lab Vendors' tab — linked lab ki row par 📒 Khata (total billed/paid/outstanding) aur 💸 Pay…
• Lab ka kitna paisa baaki hai kaise dekhe — khata aur payment app se? Sidebar → Practice → Lab → Lab Vendors tab me ORALAB-linked lab ke saamne 📒 Khata button se running hisaab dekho (total…
• Online payment webhook se bhi aaya aur staff ne bhi entry kar di — collection double dikh raha Gateway (Cashfree/Razorpay) payments apne aap record hote hain — staff ki manual entry duplicate hai, use admin void karwao…
• Patient bola online pay kiya par bill me due dikh raha hai — kya karu? Pehle check karo payment kis channel se hua. WhatsApp wala UPI link seedha bank me jata hai — entry manually karni padti hai.…
• Patient bola payment receipt nahi mili — dubara receipt kaise nikalu? Patient ki payment history se kisi bhi purani payment ki receipt dubara print ya PDF bana sakte ho, aur WhatsApp pe bhej sakte ho.
• Patient card ya netbanking se online payment karna chahta hai — payment gateway kaise setup kare? Sidebar → Setup → Settings → 'Payment Gateways' (admin-only). Yahan Razorpay, Cashfree aur Pine Labs A910 POS ke credentials…
• Patient discount coupon code leke aaya — bill me kaise apply karu? Billing me coupon code enter karke validate karo — valid hua to '₹X off' dikhega aur discount bill me lag jayega. Expired ya…
• Patient ek saath payment na kar sake to kiston (EMI) me payment plan kaise banaye? Sidebar → Practice → Billing → 'Payment Schedules' card → Schedules tab. Plan Type me 'Fixed Total (EMI)' chuno — patient ka…
• Patient ka advance galat bill me adjust ho gaya — allocation kaise sudharu? Payment ki allocation dekho aur sahi bill me re-allocate karo. Auto-allocate purane bills me pehle lagata hai (FIFO) — isliye…
• Patient ke 4-5 visit ke alag-alag bill hain — ek hi kagaz par kaise du? Chart ke ⋯ menu me consolidated bill — saare invoice ek A4 par, itemised list + ek grand total, paid aur balance.
• Patient ke account se paise kate par UPI failed dikha — payment entry karu ya nahi? Jab tak paisa clinic ke account me visible na ho, entry MAT karo. Failed UPI me kata hua paisa bank usually 1-3 din me…
• Patient ke UPI se har mahine EMI apne aap kat sakta hai kya — UPI Autopay kaise set kare? Haan — Sidebar → Practice → Billing → Payment Schedules → 'UPI Autopay' tab. New Mandate banao, patient ko authorization link…
• Patient keh raha pura paisa de chuka, app due dikha raha — kaise verify karu? Patient ki puri payment history + Day Activity ledger se date-wise verify karo. Aksar payment family member ki file me hoti…
• Patient ne 2000 diye par 3 purane bills baaki hain — payment kis bill me lagau? Auto-allocate use karo — payment purane bills me oldest-first (FIFO) lag jayegi. Kisi khaas bill me lagani ho to manually…
• Patient ne bhool se zyada paisa de diya — extra amount ka kya karu? Do saaf raste: extra amount patient ke account me advance rakh do (agla bill usse adjust hoga) ya turant refund kar do. Jo bhi…
• Patient purana bill badalwana chahta hai — closed date ka bill edit hoga kya? Day close hone ke baad purane bills locked hote hain (423 error). Owner Day End se us din Reopen kar sakta hai ya Back-dated…
• Patient se online payment — WhatsApp 1-tap UPI link Bill WhatsApp pe jata hai to saath me upi:// deep-link hota hai — patient tap kare, GPay/PhonePe khule, exact amount pre-filled.
• Patient shehar chhod gaya, due kabhi nahi milega — bill delete kar du kya? Delete MAT karo — treatment hua tha, record legal zaroorat hai. Write-off karo: due maaf ho jata hai, reports me bad-debt alag…
• Patients ke liye discount coupon ya gift card banane ka option kahan hai? Sidebar → Practice → Billing → 'Pricing Strategy' card — isme Coupons aur Gift Cards tabs hain (Dynamic Pricing bhi). Coupon…
• Pay link bhejte waqt 'UPI ID set nahi hai' error — kahan set karu? Settings → Clinic Settings me clinic ki UPI ID bharo — wahi ID pay-link me jati hai aur paisa seedha usi account me aata hai.…
• Payment galat patient ki file me chali gayi (same naam) — dusri file me kaise transfer karu? Direct transfer nahi hota — galat file wali payment ko admin void kare (Staff PIN), phir sahi patient me wahi payment dobara…
• Payment save karte waqt 'day open nahi hai' error aa rahi — iska matlab? Cash discipline ka lock hai — bill/payment sirf tab ban sakta hai jab us date ka din khula ho. Day End page se aaj ka din open…
• Plan me rate ya quantity galat daal di — edit kaise karu? Treatment Plan me "✎ Edit rate / qty" sirf PLANNED treatment par milta hai. Done ho chuke treatment ka rate wahan se nahi badalta.
• Purana baki paisa jo ab milega hi nahi — use maaf (write-off) kaise kare taaki reports sahi dikhe? Sidebar → Practice → Billing → Financial Controls → 'Write-offs' tab. Bill, amount aur reason ke saath write-off request banti…
• Pure parivaar ka saal bhar ka Family Health Card plan kaise banau aur bechu? Family Health Card module Practice → Billing hub me hai — pehle Card Plan Tiers me Bronze/Silver/Gold plan define karo, phir…
• Recurring charges — har mahine ka automatic bill Kisi patient par recurring charge set karo (membership, EMI, retainer) — daily cron khud bill mint karta hai.
• RGHS ka bill patient ke outstanding me kyun dikh raha tha — govt se to paisa aana hai? RGHS/CGHS bills ab govt (scheme) account me jaate hain, patient ke due me nahi. Alag ledger, alag pending-claim figure.
• RGHS ka OPD / Day-Care number har patient par daalna padta hai — koi shortcut? Teen raste: portal ka screen paste karo, portal par hi bookmark/extension ka button dabao, ya mahine ka Excel upload kar do.
• RGHS patient ka ek treatment RGHS rate list me nahi hai — kaunsa rate lagega? Jis treatment ka RGHS rate blank hai uspe system apne aap general rate laga deta hai (fallback). Non-covered treatment cash me…
• RGHS patient ko general rate se bill ban gaya — scheme rate kaise lagwau? Patient ke profile me scheme RGHS set karo aur Treatment Type me RGHS rate bhara ho — billing scheme dekh kar rate khud uthata…
• Shak hai counter pe cash liya gaya par entry nahi hui — kaise investigate karu? Settings → Day Activity me us din ki puri ledger kholo — bills bina payment ke, gaps aur timing sab dikhega. Audit log +…
• Sirf kuch bills print karne hain, saare nahi — chun kaise sakte hain? Chart ke ⋯ menu me "Print bills — choose…" — tick karo kaunse invoice chahiye. Tick ki ginti print ka type badal deti hai.
• Staff ne galti se bill delete kar diya — wapas la sakte hain kya? Haan — deleted bill 30 din tak Recycle Bin me rehta hai. Owner/admin use restore kar sakta hai, wo wapas ledger me aa jata hai.
• TPA/insurance patient ka treatment ho gaya par approval pending — bill kaise rakhu? Bill turant banao (record ke liye), payment pending rehne do — claim insurance/TPA module me file karo aur claim status wahan…
• Treatment cancel — bill bane ke baad patient ka paisa wapas (refund) kaise kare? Finalized bill ke against Credit Note banao — Sidebar → Practice → Billing → Credit Notes (ya Billing list me bill row par…
• Treatment complete hone ke baad patient paisa wapas mang raha — refund kaise du? Refund payment ke against banta hai aur us payment se zyada refund system block kar deta hai. Refund sirf admin/owner/doctor…
• Treatment package (bundle offer) kaise banaye? Packages me multiple treatments ka bundle ek fixed price par — jaise "Smile Makeover" ya "Full Mouth Rehab" — billing me…
• Treatment shuru hone se pehle patient ko kharche ka estimate (quotation) kaise banakar de? Sidebar → Practice → Billing → Billing → 'New Proforma' button — PRO- series ka estimate banta hai jo print/WhatsApp kar sakte…
• UPI Autopay set kiya tha phir bhi patient ki kisht nahi kati — kya check karu? Mandate ACTIVE hai ya nahi ye pehle dekho — patient ne UPI app me approve nahi kiya to mandate pending hi rehta hai. Gateway…