The Shipping Proforma Invoice is an essential document in international trade transactions, particularly relevant under New Zealand's trade and customs framework. It serves as a preliminary invoice issued by the seller before the final sales invoice, typically used when parties are negotiating terms or when the buyer needs to arrange payment through a bank or obtain import licenses. The document includes comprehensive details about the goods, pricing, shipping terms, and payment conditions, ensuring compliance with New Zealand's Customs and Excise Act 2018 and related regulations. It's particularly important for businesses engaged in export/import activities, as it helps facilitate customs clearance, payment processing, and serves as a basis for trade documentation. The Shipping Proforma Invoice is often required by banks for processing letters of credit and by government authorities for issuing import permits.
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1. Company Information: Exporter's complete business details including name, address, tax/GST number, and contact information
2. Customer Details: Complete information about the buyer/importer including name, address, and contact details
3. Invoice Details: Proforma invoice number, date, and reference numbers
4. Product Description: Detailed description of goods including quantity, unit price, HS codes, and total amount
5. Payment Terms: Specified payment conditions, method of payment, and banking details
6. Shipping Details: Port of loading, destination, estimated delivery date, and shipping method
7. Terms of Sale: Incoterms specifying delivery and risk transfer terms
8. Declaration: Statement confirming the accuracy of the information provided
1. Insurance Details: Required when insurance is arranged by the exporter or when CIF terms are used
2. Special Handling Instructions: Include when goods require specific handling, temperature control, or safety measures
3. Export License Details: Required for controlled or restricted goods requiring export permits
4. Certificate of Origin Declaration: Include when preferential trade agreements apply or when required by the importing country
5. Packaging Details: Required when specific packaging requirements exist or when packaging is charged separately
1. Detailed Product Specifications: Technical specifications, dimensions, and material composition of products
2. Packing List: Detailed list of items per package including weights and dimensions
3. Price Calculation Breakdown: Detailed breakdown of pricing including unit costs, discounts, and taxes
4. Required Certificates: Copies of relevant certificates such as quality certificates or analysis reports
Relevant legal definitions
Goods
Shipping Terms
Incoterms
Port of Loading
Port of Discharge
Consignee
Consignor
Bill of Lading
Commercial Invoice
Letter of Credit
GST
Customs Value
HS Code
Country of Origin
Packing List
Carrier
Freight Forwarder
Insurance Coverage
Payment Terms
Business Day
Force Majeure
Shipping Documents
Export License
Import License
Certificate of Origin
Customs Declaration
Unit Price
Total Amount
Currency
Mode of Transport
Shipping Terms
Incoterms
Port of Loading
Port of Discharge
Consignee
Consignor
Bill of Lading
Commercial Invoice
Letter of Credit
GST
Customs Value
HS Code
Country of Origin
Packing List
Carrier
Freight Forwarder
Insurance Coverage
Payment Terms
Business Day
Force Majeure
Shipping Documents
Export License
Import License
Certificate of Origin
Customs Declaration
Unit Price
Total Amount
Currency
Mode of Transport
Clauses
Product Description and Quantity
Pricing and Payment Terms
Delivery Terms
Shipping Arrangements
Insurance Requirements
Documentation Requirements
Export Compliance
Import Requirements
Product Certification
Quality Standards
Packaging Specifications
Bank Details
Currency Provisions
Tax and Duties
Force Majeure
Inspection Rights
Title and Risk Transfer
Customs Declarations
Representations and Warranties
Dispute Resolution
Pricing and Payment Terms
Delivery Terms
Shipping Arrangements
Insurance Requirements
Documentation Requirements
Export Compliance
Import Requirements
Product Certification
Quality Standards
Packaging Specifications
Bank Details
Currency Provisions
Tax and Duties
Force Majeure
Inspection Rights
Title and Risk Transfer
Customs Declarations
Representations and Warranties
Dispute Resolution
Relevant Industries
Manufacturing
Retail
Agriculture
Food and Beverage
Automotive
Electronics
Textiles
Chemical
Pharmaceutical
Mining
Timber and Forest Products
Consumer Goods
Industrial Equipment
Marine Products
Technology Hardware
Relevant Teams
Logistics
Export Operations
Import Operations
Supply Chain
Finance
Sales
Procurement
Documentation
Customs Compliance
Trade Operations
Relevant Roles
Export Manager
Import Coordinator
Shipping Manager
Logistics Coordinator
Trade Finance Manager
Customs Compliance Officer
Supply Chain Manager
International Sales Manager
Documentation Specialist
Trade Operations Manager
Procurement Manager
Commercial Manager
Finance Controller
Global Trade Specialist
Customs Broker
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