Create Fillable Commercial Invoice for Teams Effortlessly

Fillable commercial invoice for teams

welcome back today we're going to cover how to generate a commercial invoice from your dashboard you are going to navigate to the left hand side where you see the option for Logistics here you are going to select Logistics and a drop down will appear you are going to click on Commercial invoices and it will take you to the manage commercial invoices screen from here uh you'll see all of the invoices that you have in place with your current clientele uh and for the sake of this video we're actually going to click into a pre-populated invoice from there you will select the invoice ID and it will take you to the edit details portion of your commercial invoice here is where you're going to input any extra details that you need to generate this commercial invoice for your records uh so you will move through uh various details will autop populate I would recommend that you do double check that everything is in fact accurate before you go forward with generating um you'll see that there's various Fields here with red asterisk all of which are required um in the event you try to save and move forward it will not allow you to do so without the required Fields full uh most of these most of this information will actually autop populate uh based on the information that's been input into the uh invoice already uh so from there after you've reviewed the COS and ship to um information we are going to scroll down a bit further uh to this gray section here here um all of these details pending that they are all included within the invoice in that section um will autop populate as well so you will see the different fields that are here you can slightly scroll to the right to see every option that's available um and you will be able to make sure that is in fact accurate as well um from here we're going to keep scrolling and we're actually going to go down and see the the actual order that was placed um a neat feature that we do have on this aspect of our system is you can actually look at product images so if you want to see the specific images um that are attached to each item you can click the the product images box and it will appear here uh and if you don't want to see it you can unclick it and you'll have a smaller looking screen so for the the sake of this um the sake of this order and this video there have been three items that were placed into this order uh and once again the details here pulled directly from the invoice uh description and specifics so you'll have the certain number product the product code uh item description specification packing presentation and then you move into some other fields like Lot number expiration date HS code all of which can be input in this part of the process um unit quantity price all of these are also pulled from the direct invoice um and then item for shipment we will save this for another video but in the event you have items that are being shipped separately due to the availability you are able to track that and generate multiple commercial invoices for those specific uh shipments um as well you can include container or seal number uh shipping status ship date and any type of internal comments that you'd like to add here um so that is how you can kind of navigate through this portion uh so just make sure that everything is in fact correct uh and then from there we're going to once we've reviewed that we're going to say everything looks good and we're going to scroll down and we are going to select save from here it will jump you right back up to the top and it will say commercial invoice save successfully so at this point in time we do want to revieww one more piece of information so we're actually going to Scroll once again all the way down to the bottom here past the order and into the shipment details this is where you'd be able to select various slot shipments if that's the case and in fact the one I am showing you does have that more just kind of as a a little Easter egg for what's to come um but for the sake of a standard shipment it would be a single shipment which you would be able to select from the dropdown um and then you would select your carrier your marks and numbers which is the brand and the bill of lading number which you would pull specifically from the bill of leading and then container number and seal number as well and all of those are pulled from the bill of leading with this information you can see the shipping slot carrier marks and numbers and Bill of liting are all required Fields so you actually will not be able to move forward with generating your commercial invoice if these fields are left blank this is kind of that final step in generating this invoice uh and then one other note to make just as kind of a nice to have should you have any internal use um comments or anything that you want to make note of you can do that in this General comment section as well but please note this is internal use only so this is not a way for you to send information to your client should you wish to do so um from this point in time you'll make sure all of the details are correct to what it you know to your knowledge and what it looks like and we're going to scroll just slightly up again we're going to click save to make sure all of the details have in fact saved you will be prompted with this green Banner at the top and from there we're going to scroll back down to just about the you know 3ars of the way down the page and we are going to select generate commercial invoice from here this screen will pop up uh and once the PDF file has actually been generated you are going to want to close the popup window before you can actually access the file so from here we are going to close this and we're actually going to to open the download here so as you can see once you've downloaded the official commercial invoice it looks very much like an Excel sheet many of the ways that you know you were probably doing this prior to uh joining our joining our platform and using our software um from here you can print this if you need a hard copy U this is actually stored within the system within our documents Library so you don't need to worry about printing it if not necessary U but you can look through this and this is how it will automatically generate your commercial invoice for you and that is how you generate a commercial invoice