Document Generation
Invoices today; proforma invoice, factory purchase order, service-fee invoice and rebate note in November 2026; shipping documents in 2027.
Documents are made from the records you already have: no copying numbers into Word or Excel. Each one prints to PDF and can be emailed from the record.
| Document | Who gets it | Status |
|---|---|---|
| Invoice and payment receipt, in any currency | Your client | Available |
| Proforma invoice (PI) | Your client, before payment | Coming November 2026 |
| Factory purchase order (PO), with a Chinese block | The factory | Coming November 2026 |
| Service-fee invoice | Your client, under the commission model | Coming November 2026 |
| Rebate debit note | The factory, under the rebate model | Coming November 2026 |
| Commercial invoice (CI) and packing list (PL) | Your client and customs | Coming 2027 |
| SABER (Saudi Arabia) and ACI (Egypt) checklists | Your client's importer | Coming 2027 |
Today: invoices and payments
Invoices and payments work in any currency, with exchange rates and full accounting behind them: what each client owes, what you have received and what you owe your factories.
November 2026: the order documents
- Proforma invoice. Made from the client's approved quotation: products, quantities, prices, Incoterm and payment terms, in US dollars.
- Factory purchase order. Made from the client's order for each factory, with the product details repeated in Chinese so the factory can check them.
- Service-fee invoice. Under the commission model, your fee as its own invoice.
- Rebate debit note. Under the rebate model, the rebate the factory owes you.
The factory price never appears on a document your client gets. See Business Models.
2027: shipping documents
The commercial invoice and packing list are made from the order and its cartons (pieces per carton, CBM, gross and net weight are already on each product), with the SABER or ACI checklist for the destination.