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  1. Autofilling from documents in IncoDocs

  2. Autofilling from documents in Xero

  3. Autofilling from documents in Quickbooks Online


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 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:

  1. Click Autofill

  2. Select From another document

  3. Select or search for the document you want to autofill from


2. Autofill from documents in Xero

Autofill from quotes, purchase orders or invoices in your Xero accounting platform.

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:

  1. Click Autofill

  2. Select From Xero

  3. 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.

  4. 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 in your Xero accounting platform.

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:

  1. Click Autofill

  2. Select From Quickbooks

  3. 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.

  4. Enter in the Unit of Measurement for the products you're about to import (e.g. Pieces, Each, Kilograms, etc.)


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