Templates & how-tos26 Jul 2026 · 5 min read

Export Documentation Checklist (Free Download)

A practical pre-shipment checklist: commercial invoice, packing list, transport docs, and consistency checks before you present to a bank.

Most delayed presentations are not missing a document entirely — they fail because two documents disagree, or a required field was left blank under an LC.

Use this checklist before you courier or upload documents: confirm each required paper is present, then run a short consistency pass across invoice, packing list, and transport document (quantities, descriptions, marks, Incoterms).

Download the full checklist below. Keep a copy with each shipment file. When you're ready for documents that stay aligned by design, join the Bilexor beta.

Informational only — not legal, banking, tax, or customs advice. Always verify document and LC requirements with your bank, CHA / customs broker, and buyer before presentation.

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Free download

Download the export documentation checklist

Pre-shipment checklist covering required documents and consistency checks. Preview below, then get the PDF by email.

Previewbilexor-export-documentation-checklist.pdf
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Download the export documentation checklist

Export Documentation Checklist

Use this before you send documents to the buyer, bank, or freight forwarder.

Tick each item only when it matches the shipment record — not when a document merely “exists.”

1. Commercial invoice

Seller (exporter) name and full address
Buyer (importer) name and full address — matches LC / purchase order
Invoice number and date
Buyer’s purchase order / contract reference (if any)
Description of goods — matches packing list and LC wording where required
Quantity, unit of measure, unit price, and line totals
Currency of payment
Incoterms (e.g. FOB, CIF) and named place/port
Country of origin
Payment terms (sight, usance, open account, etc.)
Total amount in figures and words (if bank/LC requires)
Signature / authorised stamp where required by buyer or LC

Full document in your PDF — 7 more sections

We'll email you the PDF and nothing else — this doesn't sign you up for the beta.

Template / checklist for reference only. Adapt to buyer and LC requirements, and confirm the final set with your bank or broker before sending.

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