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  1. Accounts Screen 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 t... Read More
  2. Statement of 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. General System Options General System Options PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. The Options screen has six tabs along the top: General, A... Read More
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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 Accounts -> ... Read More
  10. 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 accounts records. You ca... Read More
  11. 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
  12. 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
  13. Client Details Screen Client Details The 'Client Details' screen allows the user in the first instance to create a new record, delete and existing record, search for an existing client. Once a client is selected, details can be printed off, medical history... Read More
  14. Modifying a Payment Modifying a Payment Accounts screen, Accounts -> Payments List or the Client Log. 1. From any of the screens mentioned above, highlight the payment and c... Read More
  15. Printing an Invoice 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 Lo... Read More
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