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  1. [Video] How to create an -color: rgba(170, 230, 253, 0.81);">invoice layout ... Read More
  2. -color: rgba(170, 230, 253, 0.81);">Invoice Processing Below is a step by step guide that will take you through your weekly/monthly payment runs and any general -color: rgba(170, 230, 253, 0.81);">invoice processing tasks from within PPS -color: rgba(170, 230, 253, 0.81);">Invoice processing Firstly PPS Menu > Accounts > -color: rgba(170, 230, 253, 0.81);">Invoice Processing. ... Read More
  3. Appointment Completion Appointment Completed When an appointment is marked as completed (Either from the Appointment diary, Appointments Daily list screen or the Clients Log) The 'Appointment Completed' Screen will open up with the options of raising a... Read More
  4. Raising an -color: rgba(170, 230, 253, 0.81);">Invoice Creating/Raising an -color: rgba(170, 230, 253, 0.81);">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 -color: rgba(170, 230, 253, 0.81);">invoice. Invoices can be created from several different areas within PPS dependa... Read More
  5. Layout Designer The layout designer section of PPS controls how your invoices, statement of accounts, letters, labels and estimates appear. This guide will show you how to make a quick change to the letterhead address and all the way through to totally customising y... Read More
  6. Completing an Appointment Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary ... Read More
  7. 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
  8. 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 -color: rgba(170, 230, 253, 0.81);">invoice . Selecting a client and practioner is mandatory, however charge location is optional. Using locatio... Read More
  9. Raising an -color: rgba(170, 230, 253, 0.81);">Invoice. All Invoicees, All Dates The 'Raise -color: rgba(170, 230, 253, 0.81);">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 -color: rgba(170, 230, 253, 0.81);">invoice in the... Read More
  10. PPS Cash Desk 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
  11. [Video] Create a charge A charge is the first step for PPS billing. You have to create a charge before you can raise an -color: rgba(170, 230, 253, 0.81);">invoice  ... Read More
  12. Using Cash Desk 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 c... Read More
  13. Creating Charges 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 s... Read More
  14. Modifying a Charge 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
  15. Modifying an -color: rgba(170, 230, 253, 0.81);">Invoice Modifying an -color: rgba(170, 230, 253, 0.81);">Invoice Accounts screen, Accounts ->-color: rgba(170, 230, 253, 0.81);">Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the -color: rgba(170, 230, 253, 0.81);">invoice and clic... Read More
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