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How to use IncoDocs - Video Tips & Guides

How to use IncoDocs - Video Tips & Guides

Read and download useful Import / Export information

40 articles
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Written by Ben Thompson and Dylan Birot

IncoDocs Video Overview

Watch short videos to see how you can get the most from IncoDocs.
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Written by Ben Thompson. Updated over a week ago

Setup Stripe Credit Card Payments in IncoDocs

Create or link a Stripe account to IncoDocs so you can share invoices for buyers to pay by Credit Card
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Written by Ben Thompson. Updated over a week ago

Integrate Your Intuit QuickBooks Account to Eliminate Data Re-entry

Click to connect your QuickBooks account to IncoDocs so you can autofill documents and eliminate data re-entry.
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Written by Ben Thompson. Updated over a week ago

Integrate Your Xero Account to Eliminate Data Re-entry

Click to connect your Xero account to IncoDocs so you can autofill documents and eliminate data re-entry.
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Written by Ben Thompson. Updated over a week ago

Import Contacts from a CSV file

Import your list of contacts into IncoDocs in a few clicks
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Written by Ben Thompson. Updated over a week ago

Import Products from a CSV file

Import your list of Products into IncoDocs in a few clicks
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Written by Ben Thompson. Updated over a week ago

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

Add your team members to work together in your shared workspace to increase transparency and efficiency!
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Written by Ben Thompson. Updated over a week ago

Using Autofill to copy information from existing documents

Instantly copy information from existing documents in IncoDocs, Xero or QuickBooks Online and never waste time manually entering data again.
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Written by Ben Thompson. Updated over a week ago

Setup Your Profile Signature, Using Digital Signatures

Setup your digital signature so you can click to insert it into any document.
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Written by Ben Thompson. Updated over a week ago

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

Both parties can add their digital company stamp/seal and electronic signatures to Proforma Invoices, Purchase Orders and Sales Contracts
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Written by Ben Thompson. Updated over a week ago

Create Export Documents in Folders

Easily create sets of shipping documents and upload all related files into searchable folders.
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Written by Ben Thompson. Updated over a week ago

Importing Line Items from a CSV or Excel File

Bulk add line items from a CSV file or Excel spreadsheet into an IncoDocs template.
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Written by Ben Thompson. Updated over a week ago

Adding New Contacts

How to add new Company Contact details into IncoDocs
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Written by Ben Thompson. Updated over a week ago

Assign a Price Variant to a Customer/Supplier

Set default buy & sell price variants for your contacts to streamline document creation.
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Written by Dylan Birot. Updated over a week ago

Creating & Managing Price Variants

Store multiple prices for each of your products and assign default price levels to customers/suppliers with Price Variants.
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Written by Dylan Birot. Updated over a week ago

Add Tax into Documents

Click to automatically add a tax percentage into your documents.
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Written by Ben Thompson. Updated over a week ago

Download Documents as a Combined PDF File

Download your documents as 1 PDF file
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Written by Ben Thompson. Updated over a week ago

Edit Document Titles

Click to change the title of any document.
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Written by Ben Thompson. Updated over a week ago

Save and Insert Fields (Snippets)

Pre-save common fields so that you can click to insert them into documents.
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Written by Ben Thompson. Updated over a week ago

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

Add an EORI number against a contact in IncoDocs, to display on your shipping documents.
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Written by Ben Thompson. Updated over a week ago

Record Split Deposit and Balance Payments

Record the Deposit and Balance payments that you receive on your invoices and purchases to track and manage your cashflow.
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Written by Ben Thompson. Updated over a week ago

Add New Contact Forwarding Agent

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.
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Written by Ben Thompson. Updated over a week ago

Upload Files and Documents into IncoDocs

Click to upload any relevant files and documents into your IncoDocs folders.
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Written by Ben Thompson. Updated over a week ago

Share Sales Documents Directly from IncoDocs

Share Quotes, Invoices and Purchase Orders to streamline the order confirmation and payment process.
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Written by Ben Thompson. Updated over a week ago

Share Document Via URL Link

Share your document by copying a URL link
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Written by Ben Thompson. Updated over a week ago

How to add a Currency to your Documents

Select your currency on Quotes, Proforma Invoices, Commercial Invoices and Purchase Order documents.
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Written by Ben Thompson. Updated over a week ago

Share Invoices to buyers to get Paid Fast

Share your Proforma Invoice, Commercial Invoice or Sales Contract to buyers to confirm and make International payments fast.
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Written by Ben Thompson. Updated over a week ago

Duplicate Export Document Folders

Click to duplicate folders to eliminate data re-entry!
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Written by Ben Thompson. Updated over a week ago

Auto Reference Numbers on Documents

Set the auto reference numbers for your Quotations, Invoices and Purchase Orders
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Written by Ben Thompson. Updated over a week ago

Convert Invoice into a Export Docs (Shipment)

When an order is confirmed, click to convert it to a shipment then create your shipping documents.
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Written by Ben Thompson. Updated over a week ago

Download and Print Documents

Click to Download or Print your documents
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Written by Ben Thompson. Updated over a week ago

Drag and Drop Product Line Items

How to re-arrange line items on documents
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Written by Ben Thompson. Updated over a week ago

Copy Data to Documents

Eliminate your data re-entry. Click to copy data onto any document.
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Written by Ben Thompson. Updated over a week ago

Quick Search Documents, Shipments, Contacts and Products

Use the Search bar at the top of the page to instantly find documents, contacts or product information!
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Written by Ben Thompson. Updated over a week ago

Download a Commercial Invoice as a CSV file

You can download a Commercial Invoice as a CSV file to share with logistics companies, or to use it to import into other systems.
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Written by Ben Thompson. Updated over a week ago

Import and Export data files from shipping documents.

Download shipping documents as data files so that you can use the data that is contained inside documents.
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Written by Ben Thompson. Updated over a week ago

How to reset your password

Forgot your password? Follow these password reset instructions.
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Written by Ben Thompson. Updated over a week ago

New Features & Features Coming Soon

Our team are always working to improve IncoDocs. Here's a list of new features our team are working on now.
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Written by Ben Thompson. Updated over a week ago

Customising Document Templates

2 articles
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Written by Ben Thompson