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  1. -color: rgba(170, 230, 253, 0.81);">Accounts Screen General -color: rgba(170, 230, 253, 0.81);">Accounts The PPS -color: rgba(170, 230, 253, 0.81);">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 -color: rgba(170, 230, 253, 0.81);">Accounts are itself is the main hub of t... Read More
  2. Statement of -color: rgba(170, 230, 253, 0.81);">Accounts 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
  3. Creating a Charge 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 locatio... Read More
  4. 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. Recording a payment can be completed from the Task Bar or -color: rgba(170, 230, 253, 0.81);">Accounts -> ... Read More
  5. Third Party Log Screen Third Party Log The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of a... Read More
  6. Split Billing When an invoice is sent to a third-party, and the invoice includes charges for a single client, you can split the invoice balance between the client and the third-party. This means that payments can be recorded on the client account and the third par... Read More
  7. Invoice List 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 / R... Read More
  8. Charges List 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
  9. Payments List 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
  10. Raising an Invoice. 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
  11. Expenditure Management List 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 -color: rgba(170, 230, 253, 0.81);">accounts records. You ca... Read More
  12. Banking and Reconciliation List 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 tha... Read More
  13. Estimates List 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 ca... Read More
  14. Invoice Options Invoice Options The invoice options screen, accessible from the tools menu, allows PPS users to specify which details are printed out on an invoice along with the default template used to present the invoice. Invoices to the various invoicee t... Read More
  15. Invoice Processing Below is a step by step guide that will take you through your weekly/monthly payment runs and any general invoice processing tasks from within PPS Invoice processing Firstly PPS Menu > -color: rgba(170, 230, 253, 0.81);">Accounts > Invoice Processing. ... Read More
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