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

Click on the 'My Details' shortcut. Enter your address, NHS pension number, etc. These details are used on your invoices and the Pension Forms. You can change these details at anytime.

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.

Click on the 'Calendar' shortcut. Double click anywhere to create a new session. Only the Practice, Start Date, and Rate are required.

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.

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).

You can now print your invoices or attach them to emails and send to practices.
You'll always have a copy of what you sent and can reprint or resend at any time.

Enter the dates you send invoices and receive payments.

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.

From the Tools menu select Options. On the Options screen you can specify default session rates, default invoice note, pension contribution rates, date formats etc.