ORALZY
How-to

Patient ek saath payment na kar sake to kiston (EMI) me payment plan kaise banaye?

Billing → Bills → EMI & Autopay → "Schedules" tab → "+ New Schedule" → Plan Type "Fixed Total (EMI)" → Patient, "Treatment / Estimate name", "Total Amount ₹", "Down Payment ₹", "Number of Installments" ("Per-installment ₹ (auto)" khud banta hai), Frequency (Weekly / Fortnightly / Monthly), "Start date" → "Create Schedule". List me "EMI" badge wali row aa jaati hai. Ye plan sirf kiston ka schedule hai — bill nahi banata, paisa bill par "Collect payment" se hi lo.

Where in ORALZY: Billing → Bills → EMI & Autopay → Payment Schedules · Patient chart → "Collect payment" · Mobile: Billing → Bills → EMI & Autopay → Payment Schedules

Pehli kist "Start date" par, phir har hafte / 14 din / mahine; per-kist = (Total − Down Payment) ÷ kiston ki ginti, aakhri kist rounding ka farak sambhal leti hai. Down Payment total se kam hona chahiye, warna "totalAmount must exceed downPayment". Form me bill chunne ka option nahi hai — plan kisi bill se nahi judta, outstanding nahi badhata, aur down payment payment ke roop me darj nahi hota.

Sahi tareeka: treatment ka bill banao (Mark Done ya New bill), down payment aur har kist patient chart → "Collect payment" → "How much is paid today?" se lo. Payment Schedules me abhi kist ko paid mark karne ka button nahi hai, isliye EMI row ka Progress "0 / N" hi dikhta hai. Plan edit nahi hota — galat ho to row par "Cancel" karke naya banao. Koi bhi staff login bana sakta hai.

Auto-debit chahiye to "UPI Autopay" tab → "New Mandate" banao; row ka "Set up ⚡" mandate nahi banata, sirf ek kist ka ek baar ka payment link deta hai. Purane "EMI (bill)" rows ki kist "Instalments" → "Mark paid" se tick hoti hai. Mobile: menu ka "Payment Schedules" tile "EMI Plans" screen kholta hai jo alag list hai; web wali list wahan "Bill EMIs · Mark paid → Payment Schedules" button se khulti hai.

Quick steps

  1. Billing → Bills → EMI & Autopay → "Schedules" tab kholo
  2. "+ New Schedule" → Plan Type "Fixed Total (EMI)"
  3. Patient, "Treatment / Estimate name", "Total Amount ₹", "Down Payment ₹", "Number of Installments" bharo
  4. Frequency aur "Start date" chuno → "Create Schedule"
  5. Har kist ka paisa patient chart → "Collect payment" se darj karo

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