hi all i need some help to create SQL WHERE statement. please help. in invoice report i want to select the invoices which are paid in the next month. like invoice raised in november but paid in december. i need to get a list... Read More

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I want to retrieve the net charge figure in charge report i.e. Total Charge - Discount = Net Charge Amount Is it possible in pps? Read More

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Not sure what I am doing wrong here, but trying to invoice an insurance company for one of our patients, but cannot seem to get the insurance address and the patients details onto the invoice without going into invoice and unissuing it and putting... Read More

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Does anybody else use this? Huh To me an aged debtors report is tha balance of all accounts at any given date. I have great problems in as much as the standard report only includes invoices and does not include, credits, deposits and... Read More

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How do i set up an invoice for a DNA, do I have to do it through the standard charges table. As if I DNA the appointment, I can’t seem to go into it to make the invoice or am I completely missing something major. Kind Regards ... Read More

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I am just starting to set-up the payment handling aspects of PPS and experiencing difficulties as follows: 1) Customer arrives at reception - wants to buy foot cream. Reception want to take payment but cannot take money without having both a... Read More

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is it possible to record the payments made to the consultants against the claims received from insurance cos. so far i can raise the invoice to the insurance cos and record the claims received from them but i want to record the payments paid to the... Read More

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My accountant has found invoice numbers that are the same on different clients invoices. Plus one of these clients has a payment put in for the full amount in Feb but still appeared on the debtors list at our end of year in April. Is this a glinch... Read More

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Is there anyway that we can transfer over payment details to another client. The problem have I have is a patient has been entered under 2 different names (spellos) and of course have the treatment has gone on one client log and the rest on the... Read More

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If a patient pays by cheque and cash (very rare but it does happen) is there anyway in which I can put down both payments at all. Many thanks Lozza Read More

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How do I mark off a credit card payment against a patient who has not yet received a treatment so when I do the end of day credit card report it comes up on the actual day the credit card payment was taken. We issue gift vouchers and would like to... Read More

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I have noticed on a couple of receipts that I have printed lately that even though I have put in the treatment and price correctly (from the standard table of codes) it is actually coming up at top of receipt treatment type osteopathy or osteopathy... Read More

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Hi I need a little help with commission and getting it to work. Also if i am taking 50% off my associates, how can i see what i’m earning globally? i.e my earnings plus the money earnt from associates? Read More

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Can I print a statement of account for a third party with all their outstanding invoices on instead of individual statements for each patient? Can anyone help!? Read More

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Does anyone know if its possible to add receipts together - very often a patient wants a receipt for all treatments about 6 treatments down the line - rather than printing out a separate receipt for all treatments, is there a way to compile... Read More

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Hi Do any of your customers pay cash and if so do you put this through the system and use a till drawer? This is what we want to be able to do with our PPS so we can get rid of our ancient till! But i’ve done a lot of research and can... Read More

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Hi I am having trouble setting up my letterhead function in PPS. I want to have a standard letterhead that applies to letters, invoices etc. When I go to the tools menu it comes up with a dialogue box that says that the program is busy and... Read More

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There is nothing in any of the help manuals about using the ’Banking and Reconcilliation’ section under accounts. Does anyone have any documentation on this. Also is it possible to print a list of outstanding invoices rather than... Read More

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Hiya, I am interested to hear from you. How do you prepare your annual accounts? Do you do everything entirely on PPS? I have been recommended by my accountant to purchase QuickBooks (around£300) to undertake this, but I... Read More

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Our business structure has changed to become a limited liability partnership and our accounting procedures have changed as a result. This is all NEW to me and I was hoping for some help here. Does the PPS system produce the following reports: ... Read More

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Any experience of integrating financial data with SAGE accounts software? Can files be exported - for example a list of invoices and monies received out of PPS? Read More

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Morning, I was wondering if anyone had any experience of including additional charges for practitioners in their system? Some of our specialists are charged separately for each letter that we type for them, instead of it being included... Read More

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My first visit to this FAQ Section... (hi!)... here goes... How can the system help us to manage the amount of treatment authorised by an insurance company? In other words, how does it ensure we don’t go over the authorised number of... Read More

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Not sure why this happens but whenever I update to the latest build of PPS I seem to lose an image file that I have inserted onto my receipts/statement of accounts letters. Basically I imported an image file of my signature and added it to the bottom... Read More

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How do I place a field from the main client profile screen in an invoice? Placing a field on an invoice seems to only give me a list of variables and not a list of field names. Any tips welcome. It either can’t be done or I’m not... Read More

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I know that you can print receipts from Statement of Accounts but I need to have on it the actual therapist and their qualifications also, can anyone help me with this Also is there anyway I can take out the ’Statement of Accounts’... Read More

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