IncoDocs

Watch short videos to see how you can get the most from IncoDocs.

IncoDocs Video Overview

Create or link a Stripe account to IncoDocs so you can share invoices for buyers to pay by Credit Card

Setup Stripe Credit Card Payments in IncoDocs

Click to connect your QuickBooks account to IncoDocs so you can autofill documents and eliminate data re-entry.

Integrate Your Intuit QuickBooks Account to Eliminate Data Re-entry

Click to connect your Xero account to IncoDocs so you can autofill documents and eliminate data re-entry.

Integrate Your Xero Account to Eliminate Data Re-entry

Import your list of contacts into IncoDocs in a few clicks

Import Contacts from a CSV file

Import your list of Products into IncoDocs in a few clicks

Import Products from a CSV file

Add your team members to work together in your shared workspace to increase transparency and efficiency!

Invite your team members to join your workspace (multi-user access)

Instantly copy information from existing documents in IncoDocs, Xero or QuickBooks Online and never waste time manually entering data again.

Using Autofill to copy information from existing documents

Setup your digital signature so you can click to insert it into any document.

Setup Your Profile Signature, Using Digital Signatures

Both parties can add their digital company stamp/seal and electronic signatures to Proforma Invoices, Purchase Orders and Sales Contracts

How to Add Digital Stamp/Seal and get your Documents Counter-signed

Easily create sets of shipping documents and upload all related files into searchable folders.

Create Export Documents in Folders

Bulk add line items from a CSV file or Excel spreadsheet into an IncoDocs template.

Importing Line Items from a CSV or Excel File

How to add new Company Contact details into IncoDocs

Adding New Contacts

Set default buy & sell price variants for your contacts to streamline document creation.

Assign a Price Variant to a Customer/Supplier

Store multiple prices for each of your products and assign default price levels to customers/suppliers with Price Variants.

Creating & Managing Price Variants

Click to automatically add a tax percentage into your documents.

Add Tax into Documents

Download Documents as a Combined PDF File

Click to change the title of any document.

Edit Document Titles

Pre-save common fields so that you can click to insert them into documents.

Save and Insert Fields (Snippets)

Add an EORI number against a contact in IncoDocs, to display on your shipping documents.

How to add an EORI Number onto Commercial Invoices and Packing Lists

Record the Deposit and Balance payments that you receive on your invoices and purchases to track and manage your cashflow.

Record Split Deposit and Balance Payments

How to add a new Forwarding Agent's details to use on Shipper's Letter of Instruction (SLI) and Bill of Lading (B/L) documents.

Add New Contact Forwarding Agent

Click to upload any relevant files and documents into your IncoDocs folders.

Upload Files and Documents into IncoDocs

Share Quotes, Invoices and Purchase Orders to streamline the order confirmation and payment process.

Share Sales Documents Directly from IncoDocs

Share your document by copying a URL link

Share Document Via URL Link

Select your currency on Quotes, Proforma Invoices, Commercial Invoices and Purchase Order documents.

How to add a Currency to your Documents

Share your Proforma Invoice, Commercial Invoice or Sales Contract to buyers to confirm and make International payments fast.

Share Invoices to buyers to get Paid Fast

Click to duplicate folders to eliminate data re-entry!

Duplicate Export Document Folders

Set the auto reference numbers for your Quotations, Invoices and Purchase Orders

Auto Reference Numbers on Documents

When an order is confirmed, click to convert it to a shipment then create your shipping documents.

Convert Invoice into a Export Docs (Shipment)

Click to Download or Print your documents

Download and Print Documents

How to re-arrange line items on documents

Drag and Drop Product Line Items

Eliminate your data re-entry.  Click to copy data onto any document.

Copy Data to Documents

Use the Search bar at the top of the page to instantly find documents, contacts or product information!

Quick Search Documents, Shipments, Contacts and Products

You can download a Commercial Invoice as a CSV file to share with logistics companies, or to use it to import into other systems.

Download a Commercial Invoice as a CSV file

Download shipping documents as data files so that you can use the data that is contained inside documents.

Import and Export data files from shipping documents.

Forgot your password?  Follow these password reset instructions.

How to reset your password

Our team are always working to improve IncoDocs.  Here's a list of new features our team are working on now.

New Features & Features Coming Soon

Ben Thompson

Read and download useful Import / Export information

How to use IncoDocs - Video Tips & Guides

Updates have been made so that documents containing alot of product lines will display on less pages.

New Updates: Multiple Page Document Formats

Convert your document layout from Portrait into Landscape

Landscape and Portrait Document Layouts

Customising Document Templates

Click to go to IncoDocs.com

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.