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  1. 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
  2. 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
  3. 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
  4. -color: rgba(170, 230, 253, 0.81);">Invoice List Invoices to Include The -color: rgba(170, 230, 253, 0.81);">Invoice / Receipts list is your full list of invoices that you have produced. Each -color: rgba(170, 230, 253, 0.81);">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. 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
  6. Printing an -color: rgba(170, 230, 253, 0.81);">Invoice Printing an -color: rgba(170, 230, 253, 0.81);">Invoice/Receipt You can print an -color: rgba(170, 230, 253, 0.81);">invoice or receipt from several screens including the Accounts -> Accounts screen, when creating or modifying an -color: rgba(170, 230, 253, 0.81);">invoice, the Accounts -> -color: rgba(170, 230, 253, 0.81);">Invoice/Receipts List, -color: rgba(170, 230, 253, 0.81);">Invoice Processing and the Client Lo... Read More
  7. Split Billing When an -color: rgba(170, 230, 253, 0.81);">invoice is sent to a third-party, and the -color: rgba(170, 230, 253, 0.81);">invoice includes charges for a single client, you can split the -color: rgba(170, 230, 253, 0.81);">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
  8. Commission Rates Setting up this feature will allow your practioners to receive commission based on various types of treatments they conduct in an individual basis. The guide will firstly take you over the process of setting up a basic overall commission for your pra... Read More
  9. 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
  10. Setting Up Shop PPS can be easily used in an EPOS (Electronic Point-Of-Sale) environment. While PPS is not a full-blown cash register and stock control system, it does include simple stock levels management, and can be used to serve your clients in “shop-style” ... Read More
  11. 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
  12. Creating a Multi-Charge Item PPS now includes the ability to create “multiple standard charges” on your ‘List of Standard Charges’ screen. This new option allows you to set up a Standard Charge item which is actually a collection of other standard charges from yo... Read More
  13. Healthcode Electronic Billing Healthcode is the trusted provider of secure online systems for the private health market, clearing and validating medical bills electronically for all major PMI insurers in the UK. Healthcode enables you to automatically submit your invoices to the ... Read More
  14. Look-up Tables Client and activity tables – In this section you are able to configure what selections can be made via the client details screen Clinical notes tables – In this section you can configure your consultation screen and treatm... Read More