Set Up the Invoice

Once you access the presets page, you can set up the invoice.

The invoice is an essential document in international trade, as it provides detailed information about your shipment, such as the sender and recipient details, the products with their respective prices, quantities, origin, and the total declared value. This is important for fiscal and customs management.

At ShipSmart, we offer you the option to customize the information that appears on your invoices, allowing you to have greater control over your operations.

Display freight and insurance value

Activating the option to show the value of freight and insurance means that the total declared on the invoice will include the cost of freight, insurance, and products.

Display buyer data

The option to show the buyer's details is useful for companies acting as intermediaries or conducting triangulated operations. In these cases, the recipient is not the fiscal responsible party in the country of origin for the declared value on the invoice. Therefore, the buyer's details are added instead of the final recipient's.

Currency

The currency corresponds to the one that will always appear on the invoice.

Save your preferences

Remember to click on "Save" at the bottom of the page to keep the settings you have updated. Note that for each new shipment you make, you will have the flexibility to modify the default preferences according to your wish.

Recommended articles:

• Set up Quotation and Shipping
• Set up the Draft
• Set up the Shipment