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How to Create a CARICOM Invoice

On: May 3, 2016    |    By: Lisa Nemer Lisa Nemer    |    3 min. read

How to Create a CARICOM Invoice | Shipping SolutionsThe CARICOM Invoice is used when exporting goods from the U.S. to one of the 15 Caribbean countries that belong to the Caribbean Community and Common Market trade agreement.

If you do a lot of exporting to places like the Bahamas or Jamaica (see below for a full list of CARICOM countries), you have probably completed a CARICOM Invoice. Shipping Solutions export software helps you create a CARICOM Invoice quickly, easily and accurately.

To complete a CARICOM Invoice you will need to enter information on the following EZ Start screens:

Contacts

On the EZ Start-Contacts screen enter the Exporter and Ultimate Consignee. They will show up in the Seller and Consignee boxes, respectively, on the CARICOM Invoice.

Product Detail

On the EZ Start-Product Detail screen, enter the Product Description, Quantity, Unit Price, Extended Price and Net Weight in the top section of the screen. The net weight should be entered in pounds, and it will be converted to kilograms on the CARICOM Invoice. In the Bill of Lading section at the bottom on the Product Detail screen, enter the Number of Packages and Type of Packages.

Carriers and Ports

Enter the Mode of Transport and Port of Export.

Invoices-Proforma/Commercial

On the EZ Start-Invoices screen enter the Order Number and Country of Ultimate Destination. Also enter any fees such as Handling Fees and Insurance Fees.

Caricom Invoice

Complete all the fields on the EZ Start-Caricom Invoice screen.  The signature assigned to your Profile will appear on the document, but you can override it on this screen. The title associated with the signature will display if there is one. Otherwise, the title on the Exporter record on the EZ Start-Contacts screen will print. 

Customize Documents

On the Tools tab there is a Customize Documents tree. If you open that tree and click on CARICOM Invoice you can change the number of unit price digits that print on the CARICOM invoice as well as the format for the invoice date. You can also assign a printer that is different than your default printer.

To learn more about the CARICOM Invoice check out this blog post: You Need a CARICOM Invoice (Even Way Down in Kokomo). You can also download a sample CARICOM Invoice from our website.

The CARICOM member states are: Antigua and Barbuda, Bahamas, Barbados, Belize, Dominica, Grenada, Guyana, Haiti, Jamaica, Montserrat, Saint Lucia, St Kitts and Nevis, St Vincent and the Grenadines, Suriname, and Trinidad and Tobago.


This article was first published in July 2015, and it has been updated to include current information and formatting.

Lisa Nemer

About the Author: Lisa Nemer

Lisa Nemer leads the customer service and finance teams at Shipping Solutions, a software company that develops and sells export document and compliance software targeted specifically at small and mid-sized U.S. companies that export. If you have ever called Shipping Solutions with a question or problem you've probably talked to Lisa! Prior to joining Shipping Solutions, Lisa spent 14 years in finance and technology-related jobs for a Fortune 500 company in Minneapolis.

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