Depending on what permissions you have added to your user, you may need to add the permission Document Type: Admin to have the ability to add the document series as shown in steps 1 & 2, or you could simply use an existing Sale invoice document series.
Creating a new document series is not necessary, however it will help differentiating between the document types.
 
In this example, we will be creating a Donation invoice.
1. Navigate to Document Series, and select New.
 
2. Enter the fields as shown below. For the example, the series is named Donation Invoice, however you will name this whatever you would like to help differentiate the documents. Create.
 
3. Next, navigate to Document types and locate and drill into Sale invoice: Standard. Select the ellipsis>Copy.
 
4. Enter a code and description.
 
5. If you have created the document series, navigate to the Series tab and drill into Select. If you have not created the document series, you can skip to step 8.
 
6. Locate the Donation Invoice document series on the left and move it to the right. Move the Sale invoice from the right to the left.
 
7. Apply.
 
8. Ensure the Date from is prior to the date of any invoices you will be raising. Create.
 
9. Now, when creating a new invoice, the Donation invoice is available.
 
If you would like the header on any generated reports to be amended, please contact the iplicit Support team for assistance. 
 
 
Please consider the same principles can be applied to most documents to be processed in iplicit, such as Purchase, Expense or Manual Journal documents.