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Deleting a Payment
Viewed 519 times since Fri, Oct 8, 2010
Deleting a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. From any of the screens mentioned above, highlight the invoice and... Read More
Modifying a Payment
Viewed 533 times since Fri, Oct 8, 2010
Modifying a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. From any of the screens mentioned above, highlight the payment and... Read More
Adding Standard Charges and Stock Items
Viewed 547 times since Tue, Apr 12, 2016
This guide details how you can add standard charges and stock items to your PPS system. Use these to charge for treatments or goods. Navigate to Tools > Look Up Tables and select Standard Charges and Stock Items. Choose open or double click. ... Read More
Estimates List
Viewed 554 times since Mon, Oct 4, 2010
Estimates List The Estimates list is your full list of estimates that have been created. Using the left hand side of the screen, you can select to include current and/or completed estimates (which have been turned into charges). You... Read More
Modifying a Charge
Viewed 561 times since Fri, Oct 8, 2010
Modifying a Charge You can modify a charge in several ways depending on whether the charge has been invoiced or not. Modifying a non-invoiced charge 1. ... Read More
Payments List
Viewed 563 times since Mon, Oct 4, 2010
Payments Received The payments list is your full list of payments that have been created. Using the left hand side of the screen, you can select which payments to include in the list, from 'Not Allocated', 'Part Allocated&... Read More
Price Profiles
Viewed 599 times since Thu, Mar 19, 2015
Price profiles allow you to create a record of one charge with differing costs based on practitioner, location or invoicee. This feature keeps your list of standard charges to a minimum and reduces the risk of error, helping you to utilise PPS as... Read More
Using Expenditure Management
Viewed 620 times since Fri, Oct 8, 2010
PPS Expense and Recording Practice Expenditure Accounts -> Expenditure Management Expenditure Management is an optional PPS module.  If not purchased then the title bar will show Unregistered.  It will have full... Read More
Deleting an Invoice
Viewed 632 times since Fri, Oct 8, 2010
Deleting an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the... Read More
Unallocating a Payment
Viewed 637 times since Fri, Oct 8, 2010
Un-allocating a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. Simply click to un-tick the Allocate... Read More
Invoice List
Viewed 697 times since Mon, Oct 4, 2010
Invoices to Include The Invoice / Receipts list is your full list of invoices that you have produced. Each invoice in the list is allocated a number – the number sequence can be set up from the General System Options. On the Invoices /... Read More
Modifying an Invoice
Viewed 703 times since Fri, Oct 8, 2010
Modifying an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the invoice and... Read More
Using Cash Desk
Viewed 765 times since Fri, Oct 8, 2010
Cash Desk Task Bar -> Cash Desk or <F11> or Accounts -> Cash Desk or <Cash Desk> (When completing an appointment or consultation) PPS Cash Desk is a “point-of-sale” type screen that can be used to quickly create... Read More
Raising an Invoice
Viewed 768 times since Fri, Oct 8, 2010
Creating/Raising an Invoice Invoices are created from charges. If the client/invoicee is paying at the time of creating the charge then PPS will automatically create the invoice. Invoices can be created from several different areas within PPS... Read More
Recording a Payment
Viewed 777 times since Mon, Oct 4, 2010
A Payment in PPS is recorded when money is received from clients or third parties. A payment must be allocated to an invoice – either immediately or in the future. Recording a payment can be completed from the Task Bar or Accounts ->... Read More
Using Vouchers in PPS
Viewed 830 times since Wed, Dec 30, 2015
If a client on your system wishes to purchase a voucher to be used as credit on the account of another you can use the following method to create and allocate the charge and credit. Adding Voucher Stock Items You will need to create a stock item... Read More
Charges List
Viewed 842 times since Mon, Oct 4, 2010
Charges to Include The Charges list is your full list of charges that you have created. Using the left hand side of the screen, you can select which charges to include from 'Not Invoiced', 'Invoiced, Not Paid' and '... Read More
Printing an Invoice
Viewed 852 times since Fri, Oct 8, 2010
Printing an Invoice/Receipt You can print an invoice or receipt from several screens including the Accounts -> Accounts screen, when creating or modifying an invoice, the Accounts -> Invoice/Receipts List, Invoice Processing and the Client... Read More
Creating a Charge
Viewed 878 times since Mon, Oct 4, 2010
Client, Practioner and Location A charge is the first step for PPS billing. You have to create a charge before you can raise an invoice . Selecting a client and practioner is mandatory, however charge location is optional. Using... Read More
Creating Charges
Viewed 891 times since Fri, Oct 8, 2010
Creating a Charge Charges can be created from several different areas within PPS dependant on what you are currently doing.You can create a charge on completion of a consultation or appointment.You can create a charge at anytime, provided you have... Read More
Deleting a Charge
Viewed 1004 times since Fri, Oct 8, 2010
Deleting a Charge You can delete a charge in several ways depending on whether the charge has been invoiced or not. Deleting a non-invoiced charge 1. ... Read More
Raising an Invoice.
Viewed 1049 times since Mon, Oct 4, 2010
All Invoicees, All Dates The 'Raise Invoice' screen allows multiple invoices to be raised at once. Highlighting individual invoices (that are not yet raised) will show the individual charges associated with that invoice in the... Read More
Statement of Accounts
Viewed 1117 times since Mon, Oct 4, 2010
Statement of Account A Statement of Account can be printed for any selected client or third-party account. This will show all, or a range of, transactions on the client account, and any outstanding balance. The statement of account is available from... Read More
Expenditure Management List
Viewed 1202 times since Mon, Oct 4, 2010
Expenditure Management PPS Expense is an additional module in PPS that can be used to record practice expenditure. You can enter one record per expense item including which expenditure category the item is for your accounts records. You... Read More
Banking and Reconciliation List
Viewed 1227 times since Mon, Oct 4, 2010
Banking and Reconciliation List The banking and reconciliation list is an area within PPS that records your weekly or monthly banking dates for cash, cheques and so forth. This helps keep record in the event of a financial report or statement... Read More
PPS Cash Desk
Viewed 1563 times since Mon, Oct 4, 2010
Cashdesk PPS Cash Desk is a point-of-sale style screen that can be used to quickly create charges, invoices and payments all in one step. You can access the Cash Desk screen directly from anywhere in PPS using the F11 key on the keyboard. ... Read More
Accounts Screen
Viewed 1589 times since Mon, Oct 4, 2010
General Accounts The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main hub of... Read More
The PPS Dashboard
Viewed 1989 times since Fri, Feb 28, 2014
Using the Dashboard To activate the dashboard feature, click view on the tool bar at the top of the screen and click "dashboard" a tick will now appear indicating that dashboard is now active. When dashboard is turned on, a small plus sign will... Read More