The Invoice And Packing List is a fundamental commercial document used in Canadian business transactions to provide a comprehensive record of both financial and shipping details in a single document. It serves multiple purposes: as a payment demand, a tax document for GST/HST purposes, a shipping manifest, and potentially a customs declaration document for international trade. This combined format is particularly efficient for businesses as it reduces documentation requirements while ensuring compliance with Canadian tax and commerce regulations. The document is essential for tracking goods, processing payments, managing inventory, and facilitating customs clearance when required. It must comply with federal and provincial tax requirements, including proper display of GST/HST numbers and tax calculations, while also providing sufficient detail for logistics and customs purposes.
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1. Invoice Header: Contains invoice number, date, payment terms, and document type identification
2. Seller Information: Full legal name, address, tax registration numbers (GST/HST), and contact details of the selling entity
3. Buyer Information: Full name, billing address, shipping address, and contact details of the purchasing entity
4. Order Details: Purchase order number, order date, shipping method, and any customer reference numbers
5. Item Details: Detailed list of items including description, quantity, unit price, SKU/part numbers, and extended price
6. Packing Details: Package count, dimensions, weights, and handling instructions
7. Pricing Summary: Subtotal, applicable taxes (GST/HST/PST), shipping charges, and total amount
8. Payment Information: Payment terms, due date, accepted payment methods, and banking details
9. Declaration: Statement of accuracy and compliance with customs requirements
1. Export Information: Include for international shipments: HS codes, country of origin, and export control numbers
2. Insurance Details: Include when shipment includes specific insurance arrangements or requirements
3. Special Handling Instructions: Include for items requiring special handling, temperature control, or hazardous materials
4. Discount Information: Include when special pricing or discounts are applied to the order
5. Currency Exchange: Include for international transactions with currency conversion details
1. Detailed Packing List: Itemized list of contents per package/container with corresponding weights and dimensions
2. Certificate of Origin: For international shipments, details proving the country of origin for customs purposes
3. Product Specifications: Technical details or specifications of products when required
4. Quality Certificates: When required for specific industries or products
5. Safety Data Sheets: For shipments containing hazardous or regulated materials
Relevant legal definitions
Clauses
Relevant Industries
Manufacturing
Wholesale Trade
Retail
E-commerce
Import/Export
Logistics and Transportation
Agriculture
Mining
Technology
Pharmaceuticals
Automotive
Construction
Food and Beverage
Consumer Goods
Industrial Equipment
Relevant Teams
Accounting
Finance
Logistics
Shipping
Sales Administration
Export Compliance
Supply Chain
Customer Service
Tax
Operations
Credit Control
Relevant Roles
Accounts Receivable Clerk
Billing Coordinator
Shipping Manager
Logistics Coordinator
Export Compliance Officer
Accounting Manager
Finance Director
Supply Chain Manager
Sales Administrator
Customer Service Representative
Tax Specialist
Inventory Manager
Operations Manager
Procurement Officer
Credit Controller
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