Invoice Tab on Customs Documentation Tab

This tab allows you to specify information that appears on the Invoice, a document that must accompany all non-document shipments bound for international destinations. See Determine Required International Documents.

This tab appears on the Customs Documentation tab only if all the following apply:

• You create any shipment that is not a US Domestic shipment.

• You select the Enable Invoice check box on the International tab in the Shipper Editor window.

• You select a non-Letter service or specify a non-document shipment.

Complete the following information on this tab:

Note: If the Invoice tab does not appear, select the Create an Invoice check box on the Customs Documentation tab.

1. Select the Importer (Sold To) Same as Ship To check box if the importer is the same as the receiver (the person or company receiving the shipment). If the importer and receiver are different, clear this check box. The Importer Address window appears for you to provide the importer information. Once you provide the importer information, the ... button appears on the Invoice tab. Click the ... button to redisplay the Importer Address window and edit the importer information.

2. Select the Allow Multiple Currencies check box if multiple currencies apply to this shipment or click the down arrow in the Currency box and select the currency that applies to this shipment.

3. Click the down arrow in the Reason for Export box and select the reason to export the shipment. See Reason for Export Codes.
   
   Tip: If you select Sale in the Reason for Export box, you should provide the terms of sale/incoterm, invoice number and freight amount.

4. Click the down arrow in the Declaration Statement box and select a declaration statement. If you prefer to create your own statement (which must meet certain restrictions), click the ... button and use the Declaration Statement Editor window to add, modify or delete a custom declaration statement. See Add a Custom Declaration Statement and Modify or Delete a Custom Declaration Statement.

5. Click the down arrow in the Terms of Sale box and select the terms of sale. See Terms of Sale Codes.

6. Type any discount, freight charge, insurance charge or other charges that apply to this shipment in the Discount, Freight, Insurance and Other boxes.
   
   Tips:

7. If you select the Allow Multiple Currencies check box, these boxes do not apply.

8. Once you fill in the Invoice goods information in the Goods grid, the totals for the read-only Inv. Line Tot. and Total Inv. Amt. fields on the Invoice tab appear. The Inv. Line Tot. is the total value of all the goods in the shipment. The Total Inv. Amt. is the total value of all the goods in the shipment minus the discount and plus the freight, insurance, and other charges that you entered in the corresponding boxes.

7. Type any comments in the Additional Comments box.