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  1. 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
  2. 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 > Accounts > Invoice Processing. ... Read More
  3. 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
  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. 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
  6. 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
  7. 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
  8. 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
  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. 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
  12. Raising an Invoice Creating/Raising an 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 invoice. Invoices can be created from several different areas within PPS dependa... Read More
  13. Modifying an Invoice Modifying an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the invoice and clic... Read More
  14. 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
  15. Invoice Layout Designer Invoice Layout Designer This list contains the templates that are used to print the invoices from PPS. They can be set up with a variety of invoice templates for different purposes – or typically for different invoice types such as client, insu... Read More
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