Invoice Template For Exporting – Part 3 of You have to know the export essentials for your businesses

Export business could be time consuming and intimidating. Therefore, we are providing the forms and templates below thanks to Minnesota District Export Council,, to help you go through this process easier, safer and more efficiently.  This is part of the Export Essential series, please refer to Part 1: Benefits of Exporting here, and Part 2: Export Pricing, Method of Payments and Funding opportunity here.

State of Origin Template

States the origin of the products being exported. This document is required by certain countries or by the terms of a letter of credit to verify the country of origin. A local Chamber of Commerce may certify and stamp this form, if required. A standard document exists, but certain countries have a specific form that is required for existing free trade agreements. Click the link to download certificate of origin template.

Commercial Invoice Template

The basic agreement and payment term from seller to buyer. This document contains all pertinent information related to the transaction. Customs officials use this document to determine duties and taxes on goods in the shipment. Click the link to download commercial invoice template.

Formal Quote Template

A follow-up quotation to an inquiry. This document is not required, but is often used to follow up on a request for a quotation from a potential buyer. Detailed information is given to inform the potential buyer of all aspects of the transaction. Click the link to download formal quote ltr credit template.

Packing List Template

This itemizes the contents of each package (box, pallets, skids, etc.) This document includes weights, measurements and detailed contents of each package. It should be attached to the outside of a package and/or included inside the package. This document is used by shippers and forwarders to determine freight costs. It is also used by U.S. and/or foreign customs officials to check the contents of any specific package. Click the link to download packing list template.

Pro-forma Invoice Template

A quotation in invoice format. This document is not always required, but is often used by buyers to support an application for a Letter of Credit and/or import license. Click the link to download pro forma invoice template.

Shippers Letter Instruction Template

The Shipper’s Letter of Instruction is the instructions to the Freight Forwarder about how and where to send the export shipment. Click the link to download sli template and ncbfaa shipers letter of instruction introduction here.

We hope these will help your business in expanding to other countries. If you are interested in entering China, please reach out to us at for China-specific documents and templates.


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