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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Printing a Statement of Account Accounts -> Accounts Screen or Task Bar -> Accounts 1. Select... Read More

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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... Read More

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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... Read More

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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

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Recording a Payment 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. Task Bar/Accounts -> Record a Payment, Accounts... Read More

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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. Selecting an Account If no client is activiley selected before... Read More

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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 an outstanding balance. The statement layout can be... Read More

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Un-allocating a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. Simply click to un-tick the Allocate... Read More

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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

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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

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