Commercial Invoice Template offers a blank commercial invoice form that helps you create commercial invoice, bill of sale or receipt in an intuitive way. The commercial invoice template contains required information for a Customs and Border Protection (CBP) Officer to determine if the goods being imported are admissible, and if so, what the correct Harmonized Tariff Schedule (HTS) classification and rate of duty should be.
A commercial invoice is considered the most important document in international trade, because merchandise is not allowed to clear customs at the destination without one. That is even true if the goods are samples and have no commercial value. The form should identify the seller and buyer of goods or services identify invoice number, date, shipping date, delivery and payment terms, and a complete listing and description of the goods or services sold including, quantities, prices, and discounts.
A commercial invoice is used as a customs declaration provided by the person or corporation that is exporting an item across international borders. Although there is no standard format for an invoice, the document must include a few specific pieces of information as what implemented by this free commercial invoice template provided you free of charge by UniformSoft.com, such as the parties involved in the shipping transaction, the goods being transported, the country of manufacture, and the Harmonized System codes for those goods. A commercial invoice must also include a statement certifying that the invoice is true, and a signature. Commercial invoices are in European countries not normally for payment. The definitive invoice for payment usually has only the words 'invoice'.
On the top left side of the form there is a logo image and a section for the seller information. In addition to company name, phone number, country, address, city, state and zip, another important field, TAX ID, must also be filled in. To the right of this section, there are 6 fields under the big title 'Commercial Invoice': Invoice Date, Invoice Number, Waybill #, Purchase Order Number, Terms of Sale ((INCOTERM), and Reason for Export. Note that the 'Terms of Sale (Incoterm)' is implemented as a drop-down list, that allows you to choose the content of the field from a list: DAT (Delivered at Terminal), DAP (Delivered at Place), DDP (Delivered Duty Paid), EXW (Ex Works), Shipping point, Freight collect, Freight prepaid). The source of the list is located at $AA$12 on the worksheet (Terms according to the International Commerce terms, updated January 1, 2011 eighth edition, Incoterms 2010.)
The 'Sold To' and 'Ship To' sections are similar to what they look like in a general sales invoice format, except there are two 'Tax ID' fields added.
The next section provides the following fields: Currency Code, Sales Person, Ship Date, Ship Via, Total Packages, Total Weight.
On the invoice body, you can provide complete description of each item being shipped: Units, U/M (Unit of Measure), Description, 'Harm Code' (Harmonised Codes), C/O (Country of Origin), Unit Price, Line Total. Line totals are calculated automatically from Units and Unit Price.
On the bottom of the invoice form, you can find a section for 'Declaration statement'. These are static texts that are not changed from invoice to invoice. To change the default text labels, simply unprotect the form and then type in your own text labels. On the right side, you can find fields that summarize the invoice, including fields such as: subtotal, tax rate (manually editable) and tax amount, discount/rebate (manually editable), shipping and handling (manually editable), insurance (manually editable), other (manually editable), and grand total (auto-calculated using Excel).
The next section is a declaration 'I declare all the information contained in this invoice to be true and correct', and two fields 'Shipper' and 'Date' that are intent for hand-writing signature.
Before using this free commercial invoice template provided by UniformSoft.com to create your first commercial invoice, some fields should be modified to meet your business facts, including the default logo image, company name, address and tax ID, declaration statement on the bottom of the invoice form, tax rate. To enter a new text label, simply unprotect the invoice worksheet and then type in your new text. To replace the default logo image, switch to design mode while the invoice worksheet is unprotected, right-click the logo image and choose Properties. Click the '...' button on the Picture property to browse to and open your own logo image. Once everything is ready, you can now create your own professional-looking commercial invoice by filling the form.
The invoice template itself does not create PDF format commercial invoices, but you can install one of those free add-in programs for your Office, such as PrimoPDF. Once such a program is installed, you can create your PDF commercial invoice by simply print to the PDF printer in Microsoft Excel.
Tip: Enlarge an image by clicking on it.
Choose the format you like and download Commercial Invoice Template for free by clicking the corresponding "Download" button. The zip packages include the simplified version for Invoice Manager (Lite).
|The Excel template integrated with Invoice Manager for Excel||Download|
|Commercial Invoice Template (Commercial Receipt Form) in PDF format||Download|
|Commercial Invoice Template and database in a self-extracting zip package||Download|
|Commercial Invoice Template, the Excel template (workbook) only (.xls or .xlsx)||Download|
|The Excel template in zip package||Download|
This invoice template sample was created based on the general sales invoice template. The most notable characteristic of this free invoice template is that the summary fields are moved to the top of the invoice form. There are 3 printable columns, line#, description and amount, reside within the print area. The line# column is filled in automatically when you enter an amount; both the description and amount columns are editable.
In some business practices it's usual not to list the customer/client details on the receipt or invoice. This template moves both the 'Bill To' and 'Ship To' sections out side the print area, so they will not appear on the printed invoices. The discount column in this template is an amount value. If you would like to use a percentage discount column, see Template with Discount Percentage Column. If you need a template that prints client/customer information, see Template with Discount Amount Column.
This vat invoicing template has 7 columns, "Description", "Price (excluding VAT)", "Quantity", "Total (Net)", "VAT", "Total (VAT)". The invoicing template is designed for the situation where prices include VAT tax. You specify VAT rate on the bottom of the invoice form. The amount of VAT of each invoicing item is calculated automatically and listed on the invoice body too.
The invoice template has two columns within the print area, a description column and a total column. 'Payment Type' can be chosen from a dropdown list on the bottom of the invoice form. The invoice template support 'change order' - if an item on the invoice form has the word 'change order' within the 'description' field, the grand total of the will become the total of the line with the word 'change order' appears.
This is another sample invoice form that is created from general sales invoice template. There are two columns on the invoice body within the print area, 'Description' and 'Amount', both are editable. The most interesting part regarding this free invoice format is that the 'Total' section (i.e. the summary section) was moved to the heading section of the invoice form, where we usually find the 'Shipping Address'. We cannot say which layout is the better one - to put the summary on the bottom, or to put the summary on the heading - what we can say is that, this is just a different invoice format.
On the top of the invoice the form shows your company information and the big word 'INVOICE'. Following it there is a customer section located on the left (usually titled with 'Bill To' in the templates available on Uniform Software - but this type of static text can be changed easily - you can simply type in your own labels to replace the existing one.) At the right hand there are fields for 'VAT REG #', 'Tax Date', 'Invoice Number', 'Purchase Order #', 'Payment Term' and 'Due Date'. On the invoice detail section there are 4 columns inside the print area, i.e. 'Description', 'Price', 'VAT' and 'TOTAL'. Since this invoice template is designed for service business, the 'Quantity' column is fixed to '1' and located outside the print area. Another feature of this invoice template is that it allows you to specify VAT Rate for each item (again, outside the print area). If your items are always at the same vat level, you can fill in the VAT Rate column and lock this column of values.