The Proforma Invoice (PI) is used for quote confirmation and bank L/C issuance, while the Commercial Invoice (CI) is used for customs clearance and FX verification — two documents with heavily overlapping fields that must each be maintained separately. Using the contract as the source data, SBK generates the PI and CI with one click, auto-verifies field consistency, and eliminates the "document discrepancies" that cause bank rejection.
Template-based generation + field checks + version control + linking to downstream documents
Once the contract / quote is signed, generate a PI in one click with buyer/seller details, payment terms, bank account, port of loading and product line items — sent to the customer for L/C issuance or deposit payment
The commercial invoice is auto-generated from the packing list and linked to the customs declaration and B/L, with consistent customs-declaration figures to avoid tax-audit trouble
Contract amount / PI amount / CI amount / customs-declaration amount are cross-checked automatically, with an instant alert on any mismatch to avoid bank rejection
15+ internationally standard invoice templates compliant with SWIFT / L/C / customs-declaration norms
When a customer changes the amount or port, the invoice keeps a historical version automatically, and downstream PL / customs declarations are regenerated in sync to avoid missed edits
Email the PI / CI as attachments to customers, banks and forwarders, with sending records filed to the order timeline
Payment terms & currency auto-filled
The Proforma Invoice is both the customer's basis for payment and the core document for the bank to open an L/C. SBK's PI template lays out every essential element (Beneficiary, Applicant, Port of Loading, Payment Terms, Bank Info) to SWIFT standards; the salesperson only needs to confirm quantity and price, and everything else is filled in automatically.
Real-time cross-document checks
The commercial invoice must align with the packing list, B/L and customs declaration — total amount, package count, gross/net weight, HS code and origin all matching. SBK auto-extracts data from the packing list and contract to generate the CI, with real-time cross-document field checks.
Key fields across 5 docs (Contract / PI / CI / B/L / L/C)
The most common reason for rejected L/C negotiation is "document discrepancy" — an extra space on the invoice, an amount USD 0.01 over the L/C, a shipment one day late. SBK manages the key fields of five documents — contract, PI, CI, B/L and L/C — together and verifies them with one click before negotiation.
Right after signing the contract, send the customer a PI; they take it to the bank for a 30% T/T deposit, with the PI number in the remittance note for easy reconciliation.
The customer applies for an L/C at the issuing bank using the PI, whose fields must match the L/C 100% — SBK's SWIFT-standard PI template clears the issuing bank on the first pass.
After packing, the system auto-generates the CI with amount, HS code and gross/net weight matching the PL, so the forwarder can clear customs directly with it.
After the B/L is issued and before negotiation, click the "consistency check" button to get a five-document field comparison report in 10 seconds, so the negotiator has peace of mind.
From contract to packing list to customs, the invoice runs through the whole trade process
Generate a PI in one click after the contract is signed, with amounts and terms carried over automatically
The CI is auto-generated from packing-list data, with matching carton counts and gross/net weight
The CI links to the customs declaration, with matching declared amounts to avoid audits
Five-document consistency checks at negotiation for first-pass approval
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