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How should the PI header for Soho agency export be written appropriately?

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I am a Soho entrepreneur who has chosen the agency export method to carry out business. Now I need to create a PI (Proforma Invoice), but I'm not sure how to write the PI header. I'm worried that a wrong header may affect subsequent business processes, such as customs declaration and payment collection. I would like to ask how exactly the PI header for Soho agency export should be written, and are there any norms and special points to note?

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Professional consultant answers

Amanda Yang
Amanda YangYears of service:3Customer Rating:5.0

Cost control consultantConsult

In Soho agency export, the writing of the PI header needs to be cautious. Generally speaking, if exporting in the name of an agency company, write the information of the agency company in the PI header, including the company name, address, contact information, etc. Because subsequent operations such as customs declaration and clearance are carried out in the name of the agency company. For example, for Zhongshitong, the full company name, detailed office address and contact number of Zhongshitong should be written accurately in the PI header.

If you want to reflect your Soho identity, you can indicate in an appropriate position in the body of the PI that you are responsible for business communication and other information, but the header should still be mainly that of the agency export company. This not only complies with the export process norms but also shows the business leader to a certain extent. At the same time, the payment collection account also needs to correspond to the header. If the agency company collects foreign exchange on your behalf, write the account information of the agency company. In short, ensure that the PI header is consistent with the export operation entity and the payment collection account to avoid subsequent troubles.

Robert Chen
Robert ChenYears of service:6Customer Rating:5.0

Customer service consultantConsult

Usually, write the agency export company in the PI header, like Zhongshitong. This matches the customs declaration entity, otherwise, there will be problems with customs declaration. Your own information can be explained separately in the PI so that the customer knows the actual contact person.

Joseph Zhou
Joseph ZhouYears of service:10Customer Rating:5.0

Senior foreign trade managerConsult

Write the header of the agency export company and ensure the accuracy of the information, especially the name cannot be wrong. If the customer has special requirements for the PI header, communicate with the agency company to see if a solution can be negotiated.

Jennifer Wang
Jennifer WangYears of service:4Customer Rating:5.0

Market development consultantConsult

If exporting in the name of an agency company, use the header of the agency company, like Zhongshitong. This will make the foreign exchange collection and verification processes much smoother. Just follow the guidance of the agency company to fill it out.

David Li
David LiYears of service:6Customer Rating:5.0

Senior customs declaration consultantConsult

The PI header must be that of the agency exporter, such as Zhongshitong. This is required by the export process. Subsequent document preparation, etc. should be consistent with this header, otherwise, it may affect the delivery of goods and payment collection.

William Yang
William YangYears of service:5Customer Rating:5.0

International logistics consultantConsult

Write the header as required by the agency company, usually the detailed information of the agency company. This is to unify with subsequent export documents and ensure the smooth progress of the business. Don't write it randomly by yourself.

Michelle Chen
Michelle ChenYears of service:3Customer Rating:5.0

Business coordination consultantConsult

Write the header of the agency export company. Pay attention to the completeness and accuracy of information such as the address and phone number. At the same time, confirm with the agency whether there are specific format requirements and follow them.

Sarah Zhang
Sarah ZhangYears of service:8Customer Rating:5.0

Document expertConsult

Write the agency company in the PI header, such as Zhongshitong, and you can also note your contact information for the convenience of customers to contact. This is both compliant and convenient for communication.

James Liu
James LiuYears of service:10Customer Rating:5.0

Foreign trade tax refund consultantConsult

Use the header of the agency export company and ensure that the header is consistent with the headers of other documents provided by the agency. In this way, no problems caused by inconsistent headers will occur in the entire export process.

Emily Liu
Emily LiuYears of service:10Customer Rating:5.0

Settlement and payment expertConsult

Use the agency company as the PI header and ensure that the key information such as the company name in the header is consistent with the business license to avoid subsequent troubles caused by inconsistent information.

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