Create and Manage Your Commercial Invoice Excel for Facilities Effortlessly

Commercial invoice excel for Facilities

in this video we're going to show you how to create a commercial invoice in under five minutes the first time you use xabler you'll be asked to add your company details for documents and for use in other activities like filing next start a new trade select which type of trade you're doing in this case a sales order and details of your customer entering information upfront speeds up the document creation process for everyone you can change this information later or add more on the organizations or company menus on the left hand side when finished you'll be taken to the main trade and onto the items view our users generally like to work from left to right from items to documents enter items manually or use our simple spreadsheet upload with template this spreadsheet already has validated commodity codes refer to other tutorials for how to find and select and store the right commodity codes to classify your goods the order summary is used to add costs and change currencies on consignment summary add other details required for the invoice like how it will be shipped and physical information like weights and volumes lower down on this view you could also update detailed packing lists use the colic invite feature or ask others to complete that for you greater detail is on the shipment summary which is typically used for more customs filings activities not all this information is needed for the invoice move to the documents tab and choose a commercial invoice many other documents can be created added for inclusion or in uploaded on the document page standard layout formats can be changed easily you can add logos and digital signatures to make them your own if needed many of the fields are also editable and you can add free text fast check select a service type from fast check to help you ensure consistency and completeness of your trade and documentation depending on your plan fast check can carry out either a basic or more complex trade and product compliance checking service for you once you've completed the missing information you can create a secure pdf version using the menus at the top you can view the finished documents and also download if you need to many versions can be created which are all stored securely on the documents tab of the main trade page for easy reference and recall at another time for other informative videos please check out our user guide section why don't you schedule a free demo with us to get you going even quicker thank you for listening