Customs Brokerage Invoice Template

Free invoice templates for customs brokers built for duties and taxes, brokerage fees, and disbursement fees. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.

Also called: customs broker invoice, customs broker bill, or customs invoice.

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Download Free Customs Brokerage Invoice Templates

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Printable Customs Brokerage Invoice Template

Best for:

Totals, entry ref, signatures, dates.

Custom Customs Brokerage Invoice Template

Best for:

Logo, importer, broker and bond fields.

Editable Customs Brokerage Invoice Template

Best for:

Edit items, HTS, taxes, fees.

Free Customs Brokerage Invoice Template

Best for:

Entry, HTS codes, duties, bond info.

How to Invoice as a Customs Broker

Work in stages, track outlays, and separate your service fees from government charges.

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In 5 Steps:

Confirm scope and shipment details, then gather all supporting documents and permits.
Estimate duties, taxes, and third-party charges, and request a deposit if required.
Complete the work and log each service and pass-through as it happens.
Build the invoice with clear sections for broker services and government charges.
Apply the deposit, show the balance due, and send with payment options.

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What to Include in a Customs Broker Invoice

These are the must-have fields for clear, compliant invoices.

Invoice number and issue date
Broker legal name, address, and license number
Client legal name, address, and tax or registration ID
Contact email and phone for both parties
Power of attorney on file and date
Shipment reference: entry or declaration number and port code
Transport reference: bill of lading or air waybill number and carrier
Bond type and bond number if used
Payment terms, currency, and deposit received
Summary totals for broker service fees and for duties, taxes, and other government charges, check local rules

Billing Scenarios for Customs Brokers

How to label charges so every invoice makes sense the moment your clients see it.

POA setup; Compliance review

New importer onboarding and first shipment

You verify authority and assess risk before you file anything.

Customs entry filing; Duty disbursement

Standard import entry for one shipment

It covers the core filing and the payment you advance on the client's behalf.

Security filing; Data validation

Advance security filing required

Time sensitive filings need their own lines so timing and responsibility are clear.

Agency filing; Permit fee

Goods needing partner agency clearance

Record the deposit as a prior payment and show the remaining balance with the math visible.

Single entry bond; Bond processing

Shipment requires a single entry bond

A one-time bond is a separate cost from your service.

Post entry correction; Reconciliation fee

Fixing declarations later is extra work and often billed per correction.

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Duties, taxes, and brokerage fees for customs brokers

Itemize duties and taxes, brokerage fees, disbursements, and entry numbers with professional invoice line items.

Charge or Service

Unit

Taxable

When to use

How to show it

Entry Summary Filing

Item

Standard import entry cleared

Qty × fixed rate. File the entry and transmit release; attach entry number on the invoice.

ISF 10+2 Filing

Item

Ocean import before lading

Qty × fixed rate. Transmit ISF timely; note bill of lading and importer numbers for traceability.

HTS Classification & Valuation

Time

New product or complex valuation

Time × hourly rate. Research HTS, origin, assists, and valuation notes; keep a worksheet in the file.

Partner Agency Filing (PGA)

Item

FDA/USDA/other agency required

Qty × fixed rate. Prepare and transmit agency data; list agency and entry type in the description.

Customs Bond Procurement

Item

Single or continuous bond needed

Pass-through as billed. Arrange bond; include bond type and surety reference for records.

Outlay/Advancement Fee

Item

Duties, taxes, or fees advanced

Cost × (1 + markup). Charge on advanced amounts; attach receipts and show payer of record.

Examination Coordination

Time

CET, X-ray, or intensive exam

Time × hourly rate. Schedule, supervise, and document exam; log wait time and terminal moves.

Post Summary Correction (PSC)

Item

Fix entry after release

Qty × fixed rate. Prepare PSC with reason codes; keep change log with supporting documents.

Protest Filing

Item

Contest a decision on liquidation

Qty × fixed rate. Draft and file protest; include issue summary and requested resolution in notes.

After-Hours Clearance

Item

Nights, weekends, or holidays

Qty × fixed rate. Surcharge for off-hours work; note timeframe covered and contact records.

Save and reuse your customs and brokerage fees

Create a free account and save duty and tax items, brokerage fees, and disbursements once, so nothing gets retyped.

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Common Customs Broker Invoicing Mistakes

Brokers lose time and goodwill over messy invoices. These simple fixes keep money moving and prevent disputes.

Mistake

How to fix it

Mixing broker service fees with government charges hides what you earned and confuses totals.

Split the invoice into two sections with subtotals and label pass-throughs clearly.

Leaving out license or shipment identifiers makes the invoice hard to match and may break compliance.

Put your license number and the shipment declaration or entry number near the top and match them to the backup documents.

Describe the action plainly and tie it to a document or step the client knows.

Record the deposit as a prior payment and show the remaining balance with the math visible.

Billing pass-through duties without proof of disbursement undermines trust.

Attach or reference statements and bank proofs and include the date and method you used to pay.

Ignoring currency and exchange details leads to short payments.

State the billing currency, the rate source, and the conversion date and align payment options to that currency.

Customs Brokerage Invoice FAQs

Real-world billing for entries, ISF, bonds, OGA filings, exams, outlays, and after-hours. Line items, markups, and terms you can copy. Get clear answers.

How should I itemize ISF filing and late penalties?

List your ISF fee and any carrier or CBP penalties as separate lines. Add who caused the miss if known. Example: “ISF filing fee: $40” and “ISF late filing penalty paid to CBP: $5,000.”

What belongs on the invoice when I advance duties and taxes for a client?

Show the government outlay, then your disbursement fee. Note how you paid it. Example: “Duties and MPF outlay: $8,420” and “Disbursement fee (ACH advance): 3% or $50 minimum.”

Do I bill a single-entry bond or recommend a continuous bond?

Charge the bond premium you arranged and note the type. Add the shipment value and category if it drives cost. Example: “Single-entry customs bond: $6 per $1,000 value, min $60.”

FDA or USDA holds add what costs?

Bill your OGA filing fee and any third-party costs like lab or inspection. Rules vary—check local rules. Example: “FDA Prior Notice filing: $30” and “USDA inspection coordination: $85.”

How do I show Customs exams, storage, and demurrage?

Break out the exam type and the terminal charges. Add your coordination fee if you manage it. Example: “CET exam fee paid to terminal: $275,” “Demurrage day 1–3: $180,” “Exam coordination: $60.”

What do I charge for HTS classification research or binding ruling support?

Use hourly or a flat research fee for complex products. Note scope and SKUs. Example: “HTS classification research: 2 hrs @ $95” or “Binding ruling package preparation: $350.”

Can I bill after-hours or weekend clearance?

Yes. Set a clear surcharge and define the coverage window. Example: “After-hours clearance surcharge (18:00–08:00): $125” or “Weekend pager support: $95.”

How do I price a Post Summary Correction or protest?

Charge a filing fee and add hours if documentation is heavy. Note any duty refunds you track. Example: “PSC preparation and filing: $225” and “Refund follow-up: 1 hr @ $90.”