GPM UK Support Centre - How to Display the Site Name on an Invoice or Receipt

Issue

How to display the site name (and not the Vendor name) on an invoice or receipt?

Reason

In GPM, Vendor Name and Site Name usually represents physical location for a practice.

You can specify a Vendor or Site Trading Name for accounting purposes (receipts and invoices) if the trading name differs from the name of the physical location.

Solution

To show the Site Name on an Invoice or Receipt, you will need to modify the Site Details and enter the Site Trading Name.

Go to Administration >> Sites
Click on to edit the selected Site and open the Site Details view

Enter a Trading Name and click Save
Generate a receipt or invoice
The receipt or invoice will display the Site Trading Name specified above.

NOTE:

If the Site Trading Name is not specified then the Vendor Name or Vendor Trading Name will be displayed on the invoice.

- Go to Administration >> Vendors

- Click on to edit the selected Vendor and open the Vendor Details view

- Tick or untick the setting Use Trading Name on Invoices to specify whether the Vendor Trading Name or the Vendor Name should be displayed on an invoice.

Use the settings Show Site Details on Invoices and Receipts on the Vendor Details >> Other Settings tab to display the site's contact details (address, phone and email address) on receipts and invoices.