Proforma bilkul invoice jaisa editor hai (items, tooth, price, GST). Web editor me abhi pehle "Save and Print", phir "Finalize & Number" dabao (seedha "Save as Draft" / "Finalize" abhi "Save failed" dete hain). Proforma par bhi Pay Link banta hai (note me "Estimate"). "To Invoice" se alag naya bill nahi banta — wahi kaagaz invoice ban jaata hai, P number hat jaata hai aur Finalize par naya B number. Dhyan: finalized proforma abhi patient ke bakaya me bhi ginta hai — patient mana kare to proforma "Cancel" kar do. List me type "Proformas" se saare estimate dikhte hain. Mobile: Billing screen me "+ Proforma" aur proforma card par ⇄ (Convert to Invoice).
Treatment shuru hone se pehle patient ko kharche ka estimate (quotation) kaise banakar de?
Billing → Bills → "New Proforma" se estimate banao — items, price, GST bharo aur Finalize karo; number <Short code>/<FY>/P/00001 jaisa milta hai aur print par "ESTIMATE" / "not a tax invoice" likha aata hai. Print / WhatsApp karo. Patient maan jaaye to row par "To Invoice" (owner / admin / doctor) — wahi proforma invoice draft ban jaata hai. Patient chart ka Treatment Plan bhi kharcha batata hai.
Where in ORALZY: Billing → Bills · Bills page → "New Proforma" · Mobile: Billing menu → Bills → "+ Proforma"
Quick steps
- Billing → Bills → "New Proforma" dabao
- Patient, items, price aur tooth bharo
- "Save and Print", phir "Finalize & Number" → "Finalize"
- Print karo ya row ke WhatsApp icon se bhejo
- Patient haan bole to row par "To Invoice" → "Convert"