A commercial invoice accompanies the goods being exported, therefore you will need to generate one for each despatch you make. Therefore it will be necessary to base the generation of the commercial invoice on the despatch process and you must despatch the goods in the system prior to generating the commercial invoice.

What information can be on a commercial invoice?

There is no legal format for a commercial invoice - it is a document that is often used to report the most common information needed when completing the most common import and export formalities. The following information is normally included in a commercial invoice:

• Your company address.
• The receiver's address.
• For each item being shipped, the commodity code, also known as the tariff code or harmonized code, and a description of the goods.
• The Incoterm that the goods are being moved under. There is no legal set of Incoterms but the most common are those maintained by the International Chamber of Commerce and these were updated in 2020. Incoterms means International Commercial Terms.
• The reason for export.
• The value of the goods in the relevant destination jurisdiction's currency.
• Your VAT and EORI Number number.
• Space for the vendor’s agent’s signature.

To support you we have created a basic template which you can run based on customer code and / or despatch note number and includes the fields currently available in your software.

Fields included in the template

• Your company address.
• The receiver's address.
• The delivery address.
• For each item being shipped, the commodity code, also known as the tariff code or harmonized code (HS Code), and a description of the goods.
• The value of the goods in the relevant destination jurisdiction’s currency.
• Unit weight.
• Total weight.
• Your VAT and EORI number.

NOTE: This template must be added to the menu as a .report file, information on how to do this in Sage 200 Professional can be found here or for Sage 200 Standard / Sage for Education can be found here.

If the following information is static for your business, it could be added to your template as pre-defined text.

• The delivery terms
• The reason for export.
• Signature

CAUTION: Please note this is based on the latest version of the software.

It may be possible to make additional information available to your report document using the analysis fields held within the program but must be handled on a case by case basis via our Report Design Service.

NOTE: Depending on the current field use and configuration of your Sage 200 software some specifications may not be possible.

To book an appointment so you can discuss your requirements with a Sage 200 Report Design colleague please follow the process here.

NOTE: We will monitor customer feedback around the commercial invoice, please provide your feedback here.

Customise your commercial invoice template

You can make changes to your invoice layout to meet your business requirements. Further guidance on customising your layouts can be found via the following links:

Sage 200 Professional

Sage 200 Standard / Education

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