Export Checklist
TradeToolsBox Editorial TeamJuly 25, 20262 min read
Use this checklist before confirming any export order. Print it or save it as a PDF and keep a copy in your shipment file.
Before you quote
- Confirmed the product isn't restricted or export-controlled for the destination country
- Priced the deal with a named Incoterm (e.g. "FOB Mersin," not just a bare price)
- Checked the buyer's country for any import restrictions on your product category
Payment
- Agreed a payment method appropriate to how well you know the buyer (see payment methods guide)
- If using a letter of credit, reviewed the exact wording of required documents with your bank
- Confirmed who pays any bank fees
Documentation
- Issued a proforma invoice and received buyer confirmation
- Prepared the final commercial invoice matching the agreed terms exactly
- Prepared a packing list matching the actual cartons/pallets
- Prepared a certificate of origin if the buyer needs preferential duty treatment
- Double-checked that invoice, packing list and shipping documents all state identical quantities and values
Shipping
- Booked a freight forwarder (or confirmed the buyer has, depending on Incoterm)
- Confirmed cargo insurance is arranged by the correct party under your Incoterm
- Obtained the bill of lading or airway bill and checked it against the invoice
Final check before release
- All documents reference the same PO number, quantities, and values
- Payment has been received or the letter of credit has been confirmed
- A copy of every document is saved for your records
Related reading
Last updated: July 25, 2026