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Trouble Shooting


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I am unable to save pension forms and invoices?
See this page about problems with saving.
I am unable to use the 'Send by Email' button?
See this page about problems with send by email.
I create an invoice but realise there is a mistake?
If the mistake is something such as an incorrect rate, time, or missing session, just delete the invoice, correct the session data then recreate a new invoice for the practice and month. Remember - if you have already done your pension forms A and B for that month, you will need to delete them and do them again to reflect your changes.
I've changed some details on an invoice or pension form but when I view it these changes have not been saved?
Clicking the PDF button just opens the selected document. To force it to be recreated with the new details, press and hold down the SHIFT key as you click the PDF button.
I've created an invoice but want to recreate it with a different template or personal details?
On the invoices grid, select the invoice you want to recreate, hold down the SHIFT key and click the PDF button at the top of the grid. The invoice is then recreated with the current template and personal details.
I've changed My Details or the details of a practice so need to recreate a pension form?
On the pensions grid, select the form you want to recreate, hold down the SHIFT key and click the PDF button at the top of the grid. The form is then recreated with the new details.
A Practice doesn't pay the amount on the invoice?
PennyPerfect assumes the payment received is always the same as the invoiced amount. It is not a complete accounting package so there is no ability to do adjustments and debts.
I forget my password?
Then all your data is lost. There are no back doors or secret keys. If you lose your password you lose your data.
I need to send two invoices to one Practice for a month?
The scenario - you do some sessions at a practice then invoice them, you then do more sessions for them at the end of the month not on the original invoice. You can just create them a new invoice for those uninvoiced sessions. Your Pension forms are still created correctly because they rely on the date of the session, not the invoice its on.
I want to move my PennyPerfect onto a different computer?
See the instructions on the moving page.