Appointment Complete

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 charge, making further appointments for the client in question and creating a follow up activity for the client to be contacted in the near future.

Chargeing for this Appointment
The charges section will show a more condensed version of the 'Create a Charge' accounts screen. Here you can choose who to charge frmo the 'Charge To' button, the charge itself, and wether or not you wish to simply raise the charge, raise the charge and the invoice, or raise the charge, create the invoice and record the payment in one fell swoop. The cashdesk button opens up the cashdesk screen if you require to raise more than one charge for the client.

This section will also display any warning notes from the accounts section for this client, and various balances on if charges are yet to be invoiced, what the client owed or credit balance is, alone with the 3rd party balance.

Make Another Appointment Or Schedule an Appointment Follow Up
Optionally when the appointment has been completed, there is the ability to book a further appointment for the selected client - Once a date is selected, clicking on 'Book another appointment' will take you to that date in the PPS appointments diary.

Alternatively there is the choice to schedule an activity for the client for a future date.

Further Help & Information

If you need any further assistance, please call PPS support on 0845 0680 777 and go through to option 2. Alternatively, you can e-mail us at support@rushcliff.com

If you do not have a support contract and require further information, please contact PPS Sales on 0845 0680 777 and go through to option 1.

Become part of the PPS community and visit the PPS user forum - For PPS users, by PPS users!
The PPS Support Forum

Do you have a support contract with us? If so, check out our on-line help guides - easy step-by-step help and a range of answers to common questions.
Login to your account at https://www.rushcliff.com/support.php and take a look!

DISCLAIMER: This help documentation is offered on a “best intentions” basis. No responsibility is held by Rushcliff Ltd or it’s agents for the content, or for the advice given herein, or for the consequences or actions resulting in following the advice given in this help guide. This document may contain confidential information. The unauthorised use, disclosure or copying of this document or any of the information contained within it is strictly prohibited. Rushcliff Ltd PO Box 6406 Burton On Trent DE15 0XR. Registered in England and Wales, No. 4151443 VAT No. 488 9467 38. Registered office Basepoint Business & Innovation Centre, 110 Butterfield, Great Marlings, Luton, Bedfordshire, LU2 8DL.