Features FAQs Getting Started Site Map
Calendar View Grid View Expenses Extras Employer Contributions Session Types Hourly Rates Synchronising Repeating Sessions Booking Confirmation
Overview Invoice Designer Invoice Notes Branch Surgeries Templates Invoice Numbering Invoice Emailing
Pension Overview AVCs Extra Years Employee Contribution Employer Contribution Form Signing Calculation Method
Overview Downloading
PennyPerfect Today Standard Grouping Tax (Self Assesment) Charting
Session Expenses General Expenses Mileage
Installing Upgrading Multiple Copies Backups Exporting Moving computers Unable to Save Unable to Email Custom Formatting Shortcut Keys Security Printing What is PDF Column Details Useful Links

Getting Started

10 easy steps to begin with PennyPerfect

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1. Open PennyPerfect
Double click the PennyPerfect icon created on your desktop or in the PennyPerfect group on the Start Menu.

2. Enter your personal details
Click on the 'My Details' shortcut. Enter your address, email, etc. These details are used on your invoices and the Pension Forms. You can come back and change these details at anytime.
3. Enter the details of the practices you work at
Click on the 'Practices' shortcut. To add a new practice click the green plus sign at the top of the page, then enter the practice name, address etc. To delete a row press the red X.
4. Enter the details of your sessions
Click on the 'Calendar' shortcut. Double click anywhere to create a new session. Only the Practice, Start Date, and Rate are required - without this the session will not be included on any invoice.
5. Prepare invoices
Click on the 'Invoices' shortcut. Clicking the green plus sign displays a dialogue where you choose what is to be invoiced i.e. which practice(s) and date period. Clicking OK then shows a message telling you what invoices have been prepared.
6. View invoices
To view an invoice click the PDF button at the top of the page. To recreate it e.g. after changing the notes, address, template etc., hold the SHIFT key down as you click the PDF button (otherwise the old file is just re-opened and no changes made).
7. Send the invoice
You can now print your invoices or attach them to emails and send them directly to practices.
You'll always have a copy of what you sent and can reprint or resend at any time.
8. Record the progess of payments
Enter the dates you send invoices and receive payments.

9. Review your current work, income, expenses and pension
Click the 'PP Today' shortcut to see the status of your invoices and pension forms. Everything you need for a quick overview of your invoices, income, expenses, pension forms etc. is displayed on this sheet.
10. Customise PennyPerfect to suit your needs
From the Tools menu select Options. On the Options screen you can specify default session rates, a default invoice note, pension contribution rates, date formats, the wording of the email you use to send invoices etc.


The accuracy of the invoices, pension forms and reporting depends entirely on the accuracy of the data entered.