Create a Simple Commercial Invoice Template for Shipping Effortlessly

Simple commercial invoice template for Shipping

[Music] Welcome to Shipping Solutions Export  Documentation and Compliance Software. [Music] To   create a commercial or proforma invoice, click  the easy start tab. Click either the new button   to create a new shipment, or the copy button to  copy an existing shipment. Click contacts and fill   in your company and customer names and addresses  by selecting them from your Shipping Solutions   database. The invoices will display these fields.  Save and close. Click product detail. Enter the   products in your shipment by selecting them from  your Shipping Solutions database. The commercial   and proforma invoices display these fields.  Save and close. The great thing about Shipping   Solutions is you've now entered about 75 percent  of the information you need for most shipments.   The contacts and product detail will appear on all  the export documents, and you've only had to enter   it one time. Next, click carriers and ports. The  exporting carrier and loading pier are the only   items that appear on the invoices. The rest of  this information is required for AES filings.   Click invoices. Complete the top section  if you are doing a proforma invoice and the   middle section if you are doing a commercial  invoice. These sections include the date,   document numbers, and two boxes for common  phrases or special instructions. You can   store common phrases in your phrase database.  Fill in the lower section for both proforma   and commercial invoices. This section includes  information on payment terms, Incoterms and fees.   In this section you can also specify whether  you want the intermediate consignee or the   bill to to appear on your invoices. If you have  Shipping Solutions Professional you can choose   an alternate currency for your invoices. Select  the currency from the dropdown list and enter the   exchange rate here. You can also show a second  currency total at the bottom of the invoice,   which you would specify here. The signature that  you have chosen on your profile will fill in here,   but you can override that signature by pulling  a different one from this dropdown list.   Save and close. You did it. You have  entered enough information to produce   both a commercial and proforma invoice. Click  preview/print/email to see your documents. Both   invoices are available in English, French,  and Spanish. We can preview the forms,   print them out on plain paper, or email  them to a customer or freight forwarder.   To learn more about Shipping Solutions, give us a  call or visit our website. Thank you for watching. Thanks for watching. If you liked this video,  we'd appreciate it if you'd like it, and share it,   and subscribe to our channel for more videos  sharing real, practical advice for exporters   and importers. You'll also find hundreds of  articles about every aspect of exporting at   shippingsolutions.com/blog.  Check below for a link.