[01]Exporters

You write most of the paperwork

The exporter writes most of the paperwork. The buyer's bank, the buyer's customs authority and the buyer's finance team all read documents you produced. Each of them checks that your documents agree with each other. One shipment, described the same way on every document.

[02]Commercial Invoice

Customs uses this document to value the shipment. Fill it in, and every other document for the same shipment is filled in from it.

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COMMERCIAL INVOICE
Invoice No.
Date
PO Reference
Incoterms
Payment Terms
Currency
Exporter / Seller
Consignee / Buyer
Notify Party
Method of Dispatch
Vessel / Voyage
Port of Loading
Port of Discharge
Country of Origin
Country of Destination
Item #DescriptionHS CodeQtyUnitUnit Price (USD)Amount (USD)
Totals
Subtotal:USD 31,100.00
Freight:USD 2,850.00
Insurance:USD 430.00
Total:USD 34,380.00
Declaration

We hereby certify that this invoice is true and correct, that the goods described are of origin, and that the prices stated are the actual prices paid or payable.

Bank Details
Notes
Signed on behalf of the exporter
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Same trade, next document

Parties, ports, container and line items carry across every document.

[03]What you issue
[04]What goes wrong

The invoice and the packing list are read together

Customs uses the commercial invoice for the value and the packing list for what is physically in the boxes, and compares the two. A shipment invoiced for 500 pieces and packed as 480 gets stopped, whichever number is right, because the documents no longer describe one shipment. Read the two side by side before they go out. It is the cheapest check there is.

Origin is where it was made

Not where it shipped from, and not where your company is registered. Goods made in Vietnam, stored in Singapore and shipped to Rotterdam are of Vietnamese origin. If a certificate gets this wrong and a reduced duty rate was claimed on it, you have claimed a duty relief you were not entitled to. That is a serious matter, not a typing error.

Always quote the Incoterm with the price

The same goods priced EXW and CIF differ by the cost of freight, insurance and clearance. Put the Incoterm and the named place together on the quotation, copy them onto the invoice, and check that they match the transport document. Customs uses the Incoterm to decide whether freight is part of the declared value.

[05]Filling them in

Field-by-field walkthroughs of the documents above.

[06]Questions
+Which document should I fill in first?

The commercial invoice. It holds the parties, the terms and the goods. Every other document for that shipment is filled in from the same entries.

+Do I need a certificate of origin for every shipment?

No. You need one when the destination country asks for it, when a letter of credit lists it, or when you claim a reduced duty rate under a trade agreement. For a reduced rate you need that agreement's own form, not a general certificate.

+My invoice and packing list disagree on the piece count. Does it matter?

Yes. It is one of the most serious errors you can make. Customs compares the two numbers, and a mismatch gets the shipment stopped whichever number is correct.

+Can I put my own part numbers in the goods description?

Yes, next to a plain description. Not on their own. Nobody at a border can classify “Item 4471-B”. A description that cannot be classified is the most common cause of a customs query.

[07]Who uses this

Exporters

Make the invoice, packing list and certificate of origin for a shipment in one go, without typing the consignee's address four times.

Freight forwarders

Turn a client's spreadsheet into a clean set of documents that a customs broker will accept.

Customs brokers

Rebuild a missing or unusable document from the details you already have.

Try it with a real shipment.

The generator on this page is the real product. Fill it in, download the PDF, and see if it is what you need.

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