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ShipBoss Guide

Creating and Using Commercial Invoice Items in ShipBoss

Streamline commercial invoice creation by setting up reusable invoice items that auto-fill your forms.

Part 1

Setting Up Commercial Invoice Items

1

Access the Commercial Invoice Items Settings

Navigate to the Commercial Invoice Items settings page to begin creating reusable invoice items.

  1. Click your initial on the Ship Page's top right-hand corner.
  2. Navigate to Settings.
  3. Select Commercial Invoice Items.
2

Create a New Commercial Invoice Item

Click Create New Commercial Invoice Item, then fill in the following details:

FieldWhat to Enter
DescriptionA description of the commercial invoice item
HTS NumberThe Harmonized Tariff Schedule number for the item
ECCN NumberThe Export Control Classification Number
Country of OriginThe country where the item was manufactured or produced
QuantityThe number of units
UnitThe unit of measurement
Value per UnitThe monetary value of each unit
Total WeightThe total weight of all units
Total PriceThe total monetary value for all units

Once all fields are filled in, click Save.

Part 2

Using Saved Commercial Invoice Items

3

Add Items to a Commercial Invoice

When creating a commercial invoice, start typing the item's description in the invoice creation field. A dropdown will appear showing your saved items — select the one you need.

The dropdown matches against the description you previously saved, so use clear and distinct descriptions for each item to make them easy to find.
4

Automatic Field Population

Once you select a saved item from the dropdown, all of the item's saved values will auto-populate in the Ship Page. This includes the description, HTS number, ECCN number, country of origin, quantity, unit, value per unit, total weight, and total price.

This feature increases efficiency by reducing repetitive data entry for commercial invoices. You can modify any auto-filled values before submitting if needed.

All Set!

You now know how to create and use Commercial Invoice Items in ShipBoss to streamline your invoice workflow.

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