Document Generation

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.