Commercial Invoice And Proforma Invoice Template for United States

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Commercial Invoice And Proforma Invoice

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Commercial Invoice And Proforma Invoice

"I need a Commercial Invoice and Proforma Invoice for exporting medical equipment from our California facility to a hospital in Germany, with delivery scheduled for March 2025, including specific handling instructions for temperature-sensitive items and compliance with EU medical device regulations."

Document background
Commercial Invoice And Proforma Invoice documents are fundamental to U.S. trade operations, both domestic and international. The Commercial Invoice represents the final bill of sale, while the Proforma Invoice serves as a preliminary bill of sale or quote. These documents are required for customs clearance, payment processing, and maintaining accurate business records. They must include detailed product descriptions, pricing, payment terms, and shipping information in compliance with U.S. federal and state regulations. These documents are particularly crucial for international trade as they help determine duties and taxes, and serve as primary documentation for customs authorities.
Suggested Sections

1. Invoice Information: Date, invoice number, and document type (Commercial/Proforma)

2. Seller Details: Complete business information of the selling party including name, address, tax ID, and contact information

3. Buyer Details: Complete business information of the buying party including name, address, tax ID, and contact information

4. Product Details: Itemized list including description, quantity, unit price, and total amount for each item

5. Payment Terms: Payment conditions, method, currency, and due date

6. Total Amount: Calculation showing subtotal, applicable taxes, shipping costs, and final total amount

Optional Sections

1. Shipping Instructions: Specific shipping arrangements including delivery address, carrier information, and special handling requirements

2. Country of Origin: Declaration of the country of origin for each product listed

3. INCOTERMS: International Commercial Terms defining delivery and risk transfer conditions

4. Export Control Classification: Export control numbers and compliance statements for regulated items

Suggested Schedules

1. Product Specifications: Detailed technical specifications and characteristics of products being sold

2. Packing List: Detailed list of items packed for shipment including quantities and packaging details

3. Certificate of Origin: Official documentation certifying the country of origin for products

4. Shipping Documents: Related shipping documentation including bills of lading or airway bills

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

Uniform Commercial Code (UCC): Primary commercial law framework governing sales and business transactions in the United States

Export Administration Regulations (EAR): Federal regulations governing the export of commercial and dual-use items

International Traffic in Arms Regulations (ITAR): Federal regulations controlling the export and import of defense-related articles and services

Customs and Border Protection Regulations: Federal regulations governing import/export procedures, documentation requirements, and customs clearance

Foreign Trade Regulations (FTR): Regulations governing the collection and reporting of export trade statistics

Internal Revenue Code: Federal tax laws affecting commercial transactions and international trade

State and Local Tax Regulations: Various state-specific tax requirements affecting commercial transactions

INCOTERMS: International Commercial Terms defining responsibilities of buyers and sellers in international transactions

19 CFR �� 141.86: Specific U.S. customs regulations detailing required contents and format of commercial invoices

Schedule B Classification: Export classification coding system for identifying goods in international trade

Harmonized Tariff Schedule (HTS): Classification system for imported goods, determining applicable duties and taxes

E-SIGN Act: Federal law ensuring legal validity of electronic signatures and records in commercial transactions

UETA: State-level law governing electronic transactions and signatures

FTC Regulations: Federal Trade Commission rules governing fair trade practices and consumer protection

Agency-Specific Requirements: Additional regulations from FDA, Department of Agriculture, or other agencies depending on goods type

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Letter Invoice

A formal billing document combining a business letter format with invoice elements, designed to meet U.S. accounting and tax requirements while maintaining professional business correspondence standards.

find out more

Revised Commercial Invoice

A U.S.-compliant document used to modify or correct a previously issued commercial invoice, meeting federal and state requirements.

find out more

Commercial Invoice For Import

A U.S. customs document that details imported goods' specifications and value for customs clearance and duty assessment.

find out more

Commercial Invoice For Gift

A U.S.-compliant document declaring gift status and value for international shipments through customs.

find out more

Commercial Invoice For Personal Items

A U.S.-compliant commercial document for declaring and valuing personal items in shipping or sales transactions.

find out more

Commercial Invoice For Returned Goods

A U.S.-compliant document recording returned goods and associated credit/refund details, meeting UCC and state requirements.

find out more

Commercial Invoice For Customs

A U.S. customs-compliant document detailing international shipment information for duty and tax assessment.

find out more

Commercial Invoice Pro Forma Invoice

A preliminary commercial document used in US international trade that details proposed shipment specifications and pricing for customs and buyer's payment arrangements.

find out more

Proforma Invoice Docx

A preliminary bill of sale document used in U.S. commercial transactions that outlines product details, pricing, and terms, particularly useful for international trade and customs purposes.

find out more

Commercial Invoice For Export

A U.S.-compliant customs document detailing international sales transactions for export purposes.

find out more

Custom Clearance Invoice

A U.S. customs document detailing all charges and fees associated with importing goods through customs clearance.

find out more

Commercial Invoice And Proforma Invoice

U.S.-compliant trade documents detailing sales transactions and serving as customs clearance documentation.

find out more

Commercial Invoice For Customs Purposes Only

A U.S. customs-specific document that details goods and values for import/export clearance purposes, compliant with CBP requirements.

find out more

Invoice For Customs Purposes Only

A U.S. customs document used to declare goods' value for import clearance, regulated by CBP.

find out more

International Invoice

A U.S.-compliant commercial document for cross-border transactions, serving as both payment request and customs documentation.

find out more

Packing List And Commercial Invoice

A U.S.-compliant export documentation package combining shipping inventory details and commercial transaction information for international trade.

find out more

Commercial Sales Invoice

A U.S.-compliant commercial document that records sales transactions and serves as a formal request for payment.

find out more

Non Commercial Invoice

A U.S.-compliant document recording non-commercial transactions where no monetary exchange occurs.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.