How to use IncoDocs - Video Tips & Guides

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.

D

Written by Dylan Birot
Updated over a week ago

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

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 Product Line Items from a File

Bulk add product 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

Add Tax into Documents

Click to automatically add a tax percentage into your documents.

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 Documents Directly from IncoDocs

Instantly share documents to suppliers, customers or freight providers!

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 Quotes to buyers to get confirmed Purchase Orders

Share your quotes to buyers so they can instantly accept and create a Purchase Order document in 1-click!

Written by Ben Thompson
Updated over a week ago

Share Purchase Orders to Suppliers to get a confirmed Proforma Invoice

Share your Purchase Orders to suppliers so they can instantly accept, countersign and create a Proforma Invoice in 1-click!

Written by Ben Thompson
Updated over a week ago

Share Invoices to buyers to get Paid Faster!

Share your Proforma Invoice, Commercial Invoice or Sales Contract to buyers so they can confirm and make International payments faster.

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