Commercial Invoice
Itemized seller invoice with unit values, total value, INCOTERMS, HS tariff codes, currency, and payment terms required by customs for duty calculation and valuation.
Using a single, well-formed customs documentation template reduces errors, speeds customs clearance, and provides a consistent audit trail for duties, classification, and trade compliance obligations across carriers and customs brokers.
Typical creators include exporters, freight forwarders, customs brokers, and internal shipping teams responsible for compliance and logistics.
Recipients include carriers, importers, customs authorities, banks handling letters of credit, and compliance auditors.
Itemized seller invoice with unit values, total value, INCOTERMS, HS tariff codes, currency, and payment terms required by customs for duty calculation and valuation.
Breakdown of package counts, gross/net weights, dimensions, and contents per package to support physical inspection and cargo handling.
Issuer and origin declaration to support preferential duty treatment and country-of-origin requirements; may need chamber of commerce attestation.
Carrier document reference, transport mode, and routing information used by carriers and customs to link cargo with entry records.
Customs power of attorney or broker authorization naming the party allowed to file entries and make declarations on behalf of the importer.
Special permits, license numbers, ECCNs, FDA/USDA identifiers, and any required import/export licenses or commodity-specific details.
| Field | Configuration |
|---|---|
| Auto-fill | Map ERP fields to invoice and shipper data |
| Validation | Require MM/DD/YYYY, numeric values, HS code length |
| Routing | Send copies to customs broker and importer |
| Audit Trail | Enable timestamp and signer attribution |
Choose a platform that supports PDF/DOCX, preserves audit trails, and integrates with carriers or broker systems.
Confirm platform security (encryption at rest/in transit) and retention policies before sending customs-sensitive data to third parties.
Electronic export filings are required before departure for shipments meeting AES criteria
Provide arrival and transport references to the carrier before vessel/flight departure
Customs entries are typically filed by the broker on arrival or within regulatory timeframes
Record retention periods begin on invoice or entry date depending on regulator
Letter-of-credit documents must meet bank presentation windows for payment
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |
Tim Martin used online templates to process forms remotely and maintain compliance for multiple sites
John Butler implemented digital signing to secure sensitive documents and maintain compliance
A logistics manager authorized by the importer can sign shipment documents and provide carrier instructions; ensure written authorization or internal POA is on file to document signing authority for customs audits.
A licensed customs broker signs entries or files on behalf of the importer under a customs power of attorney; brokers must retain signing authority records and associated shipment documents per regulatory requirements.
Complete invoices, packing lists, and certifications before tendering cargo
Deliver documents and payment instructions to your customs broker
Broker files entry and responds to any CBP queries or examinations
Cargo released by customs and delivered to consignee