Using IncoDocs you can create and share Quotations, Invoices and Purchase Orders to customers or suppliers:

  1. Share Quotations to customers to confirm new orders fast

  2. Share Invoices to customers and offer payment options to get paid faster

  3. Share Purchase Orders to suppliers to confirm new orders fast


Step 1: Send Sales Documents from IncoDocs:

After you have created a document, at the top of the screen click 'Send'.


Step 2: Enter email addresses

Enter email addresses and your message then click 'Send'.

Note: You can also add attachments to the email by clicking 'Attach Files'.


Party Receives an Email

The receiver will get an email with a link to your document. From there, they can choose to:

  1. Click to 'Download' or 'Print' the document

  2. Click to pay an invoice by Credit Card (if you've connected your Stripe account)

  3. Click to get setup with a FX provider to pay invoices by Telegraphic Transfer T/T.


💬 Need help with IncoDocs?

Use the live chat in the bottom right of your screen, or email info@incodocs.com to arrange a time to speak to one of our friendly team members to help you with IncoDocs.

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