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  1. [Video] Raise 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 fro... 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. 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
  4. 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
  5. 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
  6. -color: rgba(170, 230, 253, 0.81);">Invoice Processing Invoicees to include This dertermines not only if third party or client invoices are raised, but also if a specific third party is chosen from the list also. -color: rgba(170, 230, 253, 0.81);">Invoice Locations If raising charges over mutiple sites, there is the o... 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 -color: rgba(170, 230, 253, 0.81);">invoice . Selecting a client and practioner is mandatory, however charge location is optional. Using locatio... Read More
  8. 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
  9. 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
  10. [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
  11. How to process a Refund or Credit Credits & Refunds If you need to process a refund in PPS this will fall into one of three categories depending upon the circumstances of the refund and what accounts transactions you have already recorded for the client. The thre... Read More
  12. 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
  13. Using Vouchers in PPS If a client on your system wishes to purchase a voucher to be used as credit on the account of another you can use the following method to create and allocate the charge and credit. Adding Voucher Stock Items You will need to create a stock item ... Read More