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Commercial Invoice Requirements for Export Shipments

Written by Interworld Freight | Aug 27, 2026, 2:35:00 PM

The commercial invoice is the document customs authorities use to decide what your goods are, what they are worth and what duty applies. It is also the document your buyer pays against. When those two purposes conflict, shipments stop.

What the invoice must show

  • Seller and buyer, with full legal names and addresses
  • Invoice number and date
  • Ship-to party, if different from the buyer
  • Full description of the goods, in plain language
  • Quantity, unit of measure and unit price
  • Total value and currency
  • Country of origin of the goods
  • Incoterm and named place
  • Terms of payment
  • Marks and numbers matching the packaging
  • Commodity classification, where known

For US imports, the description has to be specific enough to support classification. "Parts", "gifts", "samples" and "goods" are the descriptions that generate requests for information and, in ocean freight, hold containers. The same discipline applies to the AMS manifest, which draws on the same words.

Value is a legal concept, not a preference

Customs value is the price actually paid or payable, adjusted for specific additions. Discounts have to be genuine and applied before shipment. Free of charge goods still have a value for customs purposes. Assists, tooling, royalties and licence fees connected to the goods may be dutiable even when invoiced separately or not invoiced at all.

Understating value is not a saving. It is a misdeclaration, and the exposure includes penalties, interest and a compliance record that follows every future entry. The calculation is set out in how to calculate US import duty.

Separate the freight and insurance

Show international freight and insurance as separate lines when they are part of your selling price. Because the United States values imports on an FOB basis, separately identified freight and insurance are not dutiable. Bundled into a single CIF figure with no breakdown, they become part of the value and you pay duty on your own freight.

Invoice and packing list have to agree

The invoice states value and description. The packing list states how it is packed: cartons, pallets, weights and dimensions. Piece counts, weights and marks must match across both, and match what the consolidator counts at the warehouse. A mismatch on a consolidated container triggers an examination for everyone in the box. Our note on packing list requirements covers the detail.

Letters of credit make the invoice unforgiving

Under a documentary credit, the invoice must match the credit exactly: the description of goods word for word, the currency, the Incoterm and named place, and the amount within tolerance. Banks check documents, not cargo. A perfectly shipped consignment can go unpaid because the invoice describes the goods differently from the credit. Read the credit before invoicing.

Common failures

Address on the invoice not matching the buyer's customs registration. Currency stated in the header but unit prices in another. Origin declared as the country of shipment rather than the country of manufacture. Sequential invoice numbers reused across years. Signatures missing where the destination requires them. Each is small and each stops a shipment.

FAQ

Is a commercial invoice the same as a proforma invoice?

No. A proforma is an offer used to arrange payment or permits. The commercial invoice records the actual transaction and supports the customs entry.

Does the commercial invoice need to be signed?

Some destinations require a signature and some require consular or chamber certification. Confirm for the country before shipping.

What if goods are free of charge?

Declare a realistic value for customs purposes and state the reason. "No commercial value" is not an acceptable declaration.

Can I show the HS code on the invoice?

Yes, and it helps, provided it is correct. An incorrect code on the invoice creates a discrepancy with the entry.

Which currency should I invoice in?

The currency of the sales contract. Keep it consistent across the invoice, the credit and the transport documents.

Exporting into markets where documentation stops cargo? Ask us to review your document set before the container is booked.