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At the core of IncoDocs is a robust Autofill engine which lets you copy or "autofill" information into your document from a previously created document in IncoDocs, or from your Xero or QuickBooks Online accounts.
This is perfect for:
Handling documents for repeat orders
Converting regular invoices in Xero or QuickBooks to Proforma/Commercial Invoices in IncoDocs.
Fast-tracking the creation of export documents by pulling key information from a relevant pre-shipment invoice.
Converting a Quote into a ready-to-send Proforma or Commercial Invoice
1. Autofill from documents in IncoDocs
When editing a document:
Click Autofill
Select From another document
Select or search for the document you want to autofill from
2. Autofill from documents in Xero
Autofill from quotes, purchase orders or invoices from your Xero accounting platform into IncoDocs.
Note: This requires you to have a connected your Xero account to IncoDocs. If you haven't already, you can setup the integration yourself in under 2 mins by heading to Settings > Integrations.
When editing a document:
Click Autofill
Select From Xero
Select or search for the document you want to autofill from. You can switch between your list of Invoices, Quotes and Purchase Orders using the dropdown next to the search bar.
Enter in the Unit of Measurement for the products you're about to import (e.g. Pieces, Each, Kilograms, etc.)
3. Autofill from documents in QuickBooks Online
Autofill from quotes, purchase orders or invoices from your QuickBooks accounting platform into IncoDocs.
Note: This requires you to have a connected your QuickBooks Online account to IncoDocs. If you haven't already, you can setup the integration yourself in under 2 mins by heading to Settings > Integrations.
When editing a document:
Click Autofill
Select From QuickBooks
Select or search for the document you want to autofill from. You can switch between your list of Invoices, Quotes and Purchase Orders using the dropdown next to the search bar.
Enter in the Unit of Measurement for the products you're about to import (e.g. Pieces, Each, Kilograms, etc.)
