Jab koi outstanding kabhi collect nahi hoga (patient shift ho gaya, chhoti raqam, waade tut gaye), use write-off karke books saaf rakhte hain. Jagah: Sidebar → Practice → Billing → 'Financial Controls' card → 'Write-offs' tab. (Financial Controls me hi Ageing, Coupons aur Doctor Commissions tabs bhi hain.)
Flow do-step hai — request → approval:
- Request: bill ke against amount + reason + category (default 'bad-debt') ke saath request banti hai, status 'pending'. Rules: sirf finalized/partial-paid bill par; amount bill ke outstanding balance se zyada nahi ho sakta.
- Approval: Write-offs tab me pending list dikhti hai — owner/admin ✓ Approve ya ✗ Reject (reason ke saath) karta hai. Approve par bill ka balance utna reduce hota hai — ageing buckets aur revenue reports turant sahi dikhne lagte hain.
Safety gates:
- Approve par Staff PIN lagta hai (Action Guard — 'Approve write-off').
- Din ka day-end close ho chuka ho to approve nahi hota (pehle day open karo) — kyunki approval aaj ke books me AR ghatata hai.
- Status filters: pending/approved/rejected/All.
Kab kya use kare: bill galat bana tha ya GST adjust karna hai → Credit Note (wo proper GST document banata hai). Paisa sach me doobgaya → Write-off. Bill hi galti se bana → Delete (Recycle Bin).
Saath ki cheez: isi page ke 'Ageing & Credit' tab me 0-30/31-60/61-90/90+ buckets, per-patient outstanding, credit limit aur terms set hote hain — kaun se dues risk me hain wahi dikh jata hai.
Mobile app: Practice → Billing → 'Financial Controls' tile → Write-offs — approve/reject phone se bhi hota hai.