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

Find answers and get help from Intercom Support and Community Experts

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