Create a GST bill and collect UPI or cash
Duration target: 2:50
Audience: Receptionist, cashier or accountant
Prerequisites/demo data: GST profile and services are configured; demo patient and services exist; use fake UTR values only.
Scene table
| # | Time | On screen (actions, exact UI labels, routes) | Narration — English | कथन — हिंदी |
|---|---|---|---|---|
| 1 | 0:00-0:20 | Open Billing (/app/billing) and click Create New Bill (/app/billing/create). | Create bills inside the app, not in a spreadsheet, so GST treatment, payment, receipt and audit trail stay together for the patient and clinic. | बिलिंग खोलें और Create New Bill दबाएँ। Bill app में बनाएं, spreadsheet में नहीं, ताकि GST, payment, receipt और audit trail साथ रहें। |
| 2 | 0:20-0:45 | Under Patient Information, use Select Patient and search by name, phone or ID. | Choose Asha Verma from seeded data. If the patient is missing, register them first and then return to billing so the invoice has the correct patient record. | Patient Information में Select Patient से नाम, phone या ID खोजें। Seeded Asha Verma चुनें। Patient न मिले तो पहले register करें, फिर billing पर लौटें। |
| 3 | 0:45-1:15 | Under Services/Items, choose Service, set Quantity, check Unit Price, then Add Item. | Add one exempt consultation and one taxable demo service if available. The service setup decides whether the line is Exempt healthcare, Taxable service or Taxable goods. | Services/Items में Service, Quantity, Unit Price देखें और Add Item करें। Service setup तय करता है कि line कर-मुक्त स्वास्थ्य सेवा है या taxable। |
| 4 | 1:15-1:40 | Show GST summary, Taxable value, Exempt value, CGST, SGST, Invoice total and Buyer GSTIN (B2B, optional). | Tax amounts are computed by the server; the cashier does not type them. OPD healthcare is usually exempt under SAC 9993, while cosmetic services or separate goods may be taxable. | जीएसटी सारांश, कर-योग्य मूल्य, कर-मुक्त मूल्य, CGST, SGST, बिल कुल और खरीदार जीएसटीआईएन दिखाएँ। Tax amount server calculate करता है। |
| 5 | 1:40-2:05 | Click Create Bill. On print page payment form, choose CASH or UPI and enter a fake transaction ID. | Demonstrate UPI with a fake UTR such as DEMO123456. Never show a real UPI ID, bank statement, QR collection account or patient payment notification. | Create Bill दबाएँ। Payment form में CASH या UPI चुनें और fake UTR जैसे DEMO123456 डालें। असली UPI ID या bank message न दिखाएँ। |
| 6 | 2:05-2:30 | On bill details (/app/billing/:billId), show Record Payment, Print Bill and Credit notes. | A finalized unpaid bill can be paid later. If a paid GST invoice is wrong, use a credit note instead of deleting or overwriting the original bill. | Bill details में Record Payment, Print Bill और Credit notes दिखाएँ। Paid GST invoice गलत हो तो delete नहीं, credit note इस्तेमाल करें। |
| 7 | 2:30-2:50 | Print or use WhatsApp send from the print view. | The printed title changes by content: Tax Invoice, Bill of Supply, or Invoice-cum-Bill of Supply. WhatsApp should send the invoice PDF or link only. | Print view से print या WhatsApp send करें। Title content के आधार पर कर बीजक, आपूर्ति का बिल या mixed invoice होता है। |
Captions/on-screen text
- GST is computed by the server.
- Exempt healthcare is different from taxable services.
- UPI needs a reference for reconciliation.
- Print or WhatsApp after payment.
End card
- English: "Use credit notes for corrections after payment."
- Hindi: "Payment के बाद correction के लिए credit note इस्तेमाल करें।"