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A Primer on the Export Proforma Invoice

David Noah | February 20, 2019 | Export Basics, Export Forms

Before your goods are transferred, flown, shipped or driven out of the country, a proforma invoice will set the stage, serving as a negotiating tool between you and your international customer and a blueprint for the entire process.

As one of the first documents prepared in an export transaction, a proforma invoice acts like a quote and looks like a commercial invoice. This document, when correctly completed, contains several key pieces of information that will be used on many of the export forms you'll need to create later on.

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What Is a Bill of Lading?

David Noah | January 23, 2019 | Export Basics, Export Forms

Bills of lading are issued every day, but the transportation professionals who truly understand their significance are in the minority. With that in mind, we spoke with transportation law expert Brent Primus, J.D., CEO of Primus Law Office, P.A., and CEO and senior editor of transportlawtexts, inc. to discuss the Bill of Lading and its purpose.

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How to Correct Errors in Your Export Paperwork

Catherine J. Petersen | January 14, 2019 | Export Forms

Dear Cathy:

We have an export customer who placed a telephone order for a shipment of goods they needed quickly. They gave us a purchase order number and instructed us to bill one of their subsidiaries.

We processed the order quickly and shipped with all the documents showing the customer as the subsidiary company as requested.

When we received a hard copy of the purchase order it was actually from the parent company and not the subsidiary. Now they are telling us that the parent company is the customer and that all paperwork should match the purchase order.

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Export Compliance: Using the Proper Value on a Commercial Invoice

Catherine J. Petersen | October 22, 2018 | Export Forms, Export Compliance

Whenever you work on an export transaction, there are dozens of steps you must follow to successfully complete the process. One of these steps is issuing a commercial invoice. That is true whether your firm sells hundreds, thousands or millions of dollars worth of merchandise.

Occasionally, you may have a customer who requests that you ignore export compliance regulations and alter the invoice value to allow them to save money on import duties.

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What Happened to the U.S. Certificate of Origin for Exports to Israel?

Lisa Nemer | October 3, 2018 | Shipping Solutions News & Tips, Export Forms

For years, many exporters to Israel needed to complete the U.S. Certificate of Origin for Exports to Israel. It was one of the few export forms that the Shipping Solutions export documentation software couldn't print out on plain paper.

That's because the Israeli government required that the Certificate of Origin (COO) be printed on their official green form. We weren't allowed to create a similar form in Shipping Solutions, but we did create a “data only” form that printed everything in the correct spot on the official form.

But beginning with Shipping Solutions Professional version 9.13 and Shipping Solutions Classic 8.13, the Israeli Certificate of Origin form went away. What happened?

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Certificates of Origin and More: How Chambers of Commerce Assist Exporters

Joseph A. Robinson | September 17, 2018 | Export Basics, Export Forms

Exporters often think of chambers of commerce only in terms of signing certificates of origin. But there are other services and programs that chambers of commerce provide to assist you in your export process.

Business savvy managers utilize chambers of commerce routinely to help increase the efficiency and effectiveness of their international business.

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How to Complete a Shipper's Letter of Instruction (video)

Lisa Nemer | September 5, 2018 | Shipping Solutions: Screen By Screen, Export Forms

Shipping Solutions export documentation and compliance software includes two types of Shipper's Letters of Instruction (SLI).

One type of SLI is used as a cover letter to convey specific instructions from the exporter to the agent, usually an international freight forwarder. The second type of SLI is used to provide to your freight forwarder all the information needed to file your Electronic Export Information (EEI) with AESDirect.

This video shows you how to create both types of SLIs in Shipping Solutions.

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6 Reasons Not to Use Word Templates for Your Export Documents

David Noah | August 15, 2018 | Export Forms

Here in Minnesota, you just don’t talk about the onset of winter. It’s coming, and we all know it, so we avoid it by extending the summer months for as long as we can.

One of my favorite ways to do that? Grilling in the backyard.

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5 Reasons to Invest in Export Software—Reason 5: Monitor Your Exports (video)

Arnesh Roy | July 11, 2018 | Export Forms, Export Basics

If you have multiple people responsible for various aspects of your company's exports, it's important that everyone is on the same page when it comes to export compliance, procedures and documentation. Unfortunately, I talk with too many people who admit that their company lacks a formal set of export procedures.

Without a formal set of procedures—what many companies call an Export Management and Compliance Program—your company is at an increased risk of shipping delays, problems getting paid, and significant financial penalties for export compliance violations.

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When to Use a Certificate of Origin Form for Your Export Shipments

Catherine J. Petersen | June 25, 2018 | Export Forms, Free Trade Agreements

The certificate of origin is a document issued by an exporter that confirms and certifies the country of origin of its products.

The certificate of origin may be a statement added to the commercial invoice that supports the listing of the country of origin by line item. Alternatively, it might be a separate letter or form that incorporates a statement indicating the country of origin is as stated on the commercial invoice, certifies the document is true and correct, and then signed by the exporter’s employee.

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