How to use IncoDocs - Video Tips & Guides
Read and download useful Import / Export information
40 articles
DWritten by Ben Thompson and Dylan Birot

IncoDocs Video Overview
Watch short videos to see how you can get the most from IncoDocs.
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
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.
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.
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
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
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!
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.
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.
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
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.
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.
Written by Ben Thompson. Updated over a week ago
Adding New Contacts
How to add new Company Contact details into IncoDocs
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.D
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.D
Written by Dylan Birot. Updated over a week ago
Add Tax into Documents
Click to automatically add a tax percentage into your documents.
Written by Ben Thompson. Updated over a week ago
Download Documents as a Combined PDF File
Download your documents as 1 PDF file
Written by Ben Thompson. Updated over a week ago
Edit Document Titles
Click to change the title of any document.
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.
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.
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.
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.
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.
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.
Written by Ben Thompson. Updated over a week ago
Share Document Via URL Link
Share your document by copying a URL link
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.
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.
Written by Ben Thompson. Updated over a week ago
Duplicate Export Document Folders
Click to duplicate folders to eliminate data re-entry!
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
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.
Written by Ben Thompson. Updated over a week ago
Download and Print Documents
Click to Download or Print your documents
Written by Ben Thompson. Updated over a week ago
Drag and Drop Product Line Items
How to re-arrange line items on documents
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.
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!
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.
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.
Written by Ben Thompson. Updated over a week ago
How to reset your password
Forgot your password? Follow these password reset instructions.
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.
Written by Ben Thompson. Updated over a week ago